
Ashwin P
Finance Professional
Habilidades

Revisa mis servicios

Experiencia laboral
Intern
Insurance • Tiempo completo
Feb 2026 - Jun 2026 • 4 mos
Assisted with finance and insurance operations, including bank reconciliation, voucher entry, petty cash recording, and ledger reclassification. Supported reinsurance activities by preparing RI files, reinsurance calculations, FAC offers, and closing notes. Monitored fixed deposits and reviewed branch-wise business against prescribed bank exposure limits. Conducted financial performance analysis of insurance products using premium, claims, loss ratio, retention ratio, and profitability data. Assisted in maintaining financial and operational records through filing, scanning, data entry, and system-based insurance entries.
Supervisor
NIMB Ace Capital Limited • Tiempo completo
Oct 2023 - Jul 2024 • 9 mos
Supported investment research by collecting and analyzing financial and market information. Assisted in preparing investment research reports and daily/periodic reports. Supported Portfolio Management Services (PMS) operations and portfolio monitoring. Processed and verified investment entries and transactions in portfolio management software. Maintained accurate client investment records and financial information. Assisted in monitoring portfolio holdings and related investment activities. Coordinated with relevant departments for timely completion of operational activities. Used MS Excel and other MS Office applications for data management, reporting, and analysis.