Summary
Overview
Work History
Education
Skills
Extra Curricular Activities and Achievements
Timeline
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KOMAL MUNDRA

Wealth Deputy Manager
North Melbourne,VIC

Summary

Highly motivated individual with an optimistic approach to all situations. Worked with utmost sincerity an dedication for achieving more than the set objectives of the organization by onboarding new HNI clients and cracking big deals which have proven profitable for the company. I've always coordinated and collaborated well with like minded colleagues to put up a good team show, be it financial planning, presentations, meetings or reviews.

Back in college, I was selected to be a part of Global Immersion Program with Georg Simon Ohm Nuremberg. For this I went to Germany for one semester (5 Months). This gave me a lot in my plate in terms of exposure and helped me develop my personality. Apart from academic exposure the entire experience has groomed me in many ways enhancing my knowledge and interpersonal skills.

Overview

4
4
years of professional experience
4
4
years of post-secondary education

Work History

Accounting Assistant

RMM Infra Project
Nagpur , Maharashtra
2023.01 - 2023.03
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Tried learning the ways and process for filing tender.
  • Used accounting software to prepare weekly and monthly financial reports.

Wealth Manager

ICICI Bank Limited
Nagpur , Maharashtra
2020.10 - 2022.07
  • Managed High Net-worth Individuals, Small Medium Enterprise and Agri Groups (SMEAG) and Mid-Corporate Groups (MCG)
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and portfolio management.
  • Managed book size of 800 clients with AUM of 1400cr.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Kept client's financial plans optimized for current market trends and economic conditions.
  • Cultivated and strengthened relationships with new clients and corporate groups and guided them on banking services and capabilities


Intern

Indiacom
Pune , Maharashtra
2019.12 - 2020.02

Type- Corporate Finance and Accounting

  • Developed financial, managerial and analytical skills needed for career
  • Manged various files and filled forms regarding GST and TDS under the direct assistance of CA.
  • Made reports on GST and researched on various Current Events.
  • Read and analysed financial reports of listed companies.

NGO Intern

ISKCON Temple
Pune , Maharashtra
2019.01 - 2019.03
  • Worked on projects using knowledge gained in classes to put together recommendations for issues.
  • Helped with survey and launching of a new website for the NGO.
  • Contributed to the content creation for the new website.
  • Visited and coordinated with other NGOs to discuss the ideas and get them onboard.
  • Sorted and organized files, spreadsheets and reports.

Intern

Farmaaish
Pune , Maharashtra
2018.11 - 2019.01

Type- Marketing

  • Came up with marketing ideas for various events and marketed the same on different platforms.
  • Analyzed problems, identified solutions and made decisions.

Education

Master of Management - Accounting And Finance

University of Melboune
Melbourne, VIC
2023.07 - Current

BBA - Accounting And Finance; International Business

Symbiosis Centre For Management Studies
Pune
2017.06 - 2020.07

12th CBSE: Commerce With Math -

Centre Point School
Nagpur
2016.04 - 2017.05

Skills

    Leadership

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Extra Curricular Activities and Achievements

  • AMFI(Association of Mutual Funds in India) Certified.
  • Pursuing CFP (Certified Financial Planner) Course
  • Certified with German Level A1
  • Completed a business development model MOOC COURSE
  • Core member of various organizing committees of college fest and clubs.
  • Started an NGO- UTH (Utopia the Hope) after class 10th along with two of my friends. This work was appreciated by our school principal and the local newsletter editor.
  • Trained in Kathak for 4 years
  • Attended a Model United Conference.


Timeline

Master of Management - Accounting And Finance

University of Melboune
2023.07 - Current

Accounting Assistant

RMM Infra Project
2023.01 - 2023.03

Wealth Manager

ICICI Bank Limited
2020.10 - 2022.07

Intern

Indiacom
2019.12 - 2020.02

NGO Intern

ISKCON Temple
2019.01 - 2019.03

Intern

Farmaaish
2018.11 - 2019.01

BBA - Accounting And Finance; International Business

Symbiosis Centre For Management Studies
2017.06 - 2020.07

12th CBSE: Commerce With Math -

Centre Point School
2016.04 - 2017.05
KOMAL MUNDRAWealth Deputy Manager