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Mohammed Imran

Mobile: +919699988675

Seeking a challenging position in my related field where I can utilize my best skills. To put my
education in to practice & further enhance, where I can offer my services to the best of my
abilities & potential. To be a part of ever-growing team and work for the mutual benefit. To join a
company that offers good advancement potential.


2006 M.B.A from VTU (Visvesvaraya Technological University)

2001-2004 B.COM
Majoring in Financial Management and Marketing Management from


1. State Bank Of India (G Money) ( May 2009 - till date )

Senior Financial Advisor

● Responsible for handling various activities related to Credit Cards and Smart

● Spearheading and mentoring a team for generating business & achieving the
projected targets related to Credit Cards, Smart Loans.

● Managing various tasks related to Key Accounts and Client Servicing.

● Conducting product demonstration in front of the clients to update them

about the products.

● Developing new and effective techniques for financial planning and thus
rendering better service to the clients.

● Maintaining strong relationship with clients and following up with them for
securing business.

2. ICICI Securities Ltd ( Dec 2009 – May 2010)

Senior Relationship Manager

● Interaction with clients with research calls, advisory to keep clients active and
increase revenue.

● To gain customer confidence to manage his/her complete financial portfolio.

● Retention of customers who have fallen in revenue and retain and enhance
● Converting and generating revenue from Stop Trading customers assigned
for Conversion.

● Out-Calling Clients and Explaining Details about Share Market and

Investment Plans.

● Maintain and develop client relationships with a view to not only retaining
existing business but also developing new business opportunities.

● Up selling, cross-selling, providing regular market information updates and

trend analysis.

● Monitor & fulfill prospect and customer leads provided by the company for
new business or cross sell opportunity.

3. Unigulf Development LLC, (May 2008 – Nov 2009)

Administration/ Senior Accountant


Nominal Ledgers:

● Handling receivables of Unigulf Group Company Accounts.

● Reconciling group cash/bank accounts & petty cash accounts.

● Entertaining customer call & providing them the required information.

● Checking all necessary credit application in order to create customer code in

the system.

● Follow up of group outstanding payment from customers as per the agreed

payment terms such as L/C, CDC & PDC.

● Reconciling monthly cheque reports / supplier statements and issue of

receivables and payments.

● Handling cashflow & coordinating with bank in all bank related work.

● Preparing reports on different aspects of the business on weekly and monthly

basis and daily registration of invoices and credit notes.

● Sending necessary correspondence letters with regards to the payment.

● Developed experience, Excel spreadsheet and MS Word.

● Controlling the entire financial data for the company and looking after the
General Reconciliations and Cash flow.

● Maintained the general ledger system in the past, kept a watch on the month-
end and year-end financial reports, budgets and audit reports.

● Instrumental in developing business plans to client satisfaction within

standard services.

● Presented management reports to board level.

Banking and Expenses Control:

● Checking recorded and banked remittances from customers.

● Issuing cash and expenses for staff.


● Weekly and monthly payroll.

● Checking tax input before submission to Inland Revenue.

● Issuing cash and expenses for staff.

● Checking recorded and banked remittances from customers.

● Communicating with Inland Revenue, banks, building societies and external


● Controlling and adjusted all non-standard payroll anomalies, adjustments to

hours, coasting and absence.

● Coding, earnings for leavers / redundancies and accountants, controlling

cheque payments and balancing.

● Petty cash on a daily basis.

Credit Control:

● Chased payments and resolved queries from customers.

● Followed up outstanding queries on purchases invoices held for payment.

3. JP Morgan Chase Securities India Pvt Ltd (Sep 2006 – Mar 2008)
Team Member


Exchange Reconciliation: (Pre-Settlement) reconciling the exchange trades of 12

European Countries.

Equity Allegements: Investigating the old and new allegement from agent report,
comparing with MOSS & Euclid and sending the final report to the Middle Office.

Euroclear Report: Create a report after generating the Euclid and MOSS report by
using Macro, final report will be sent to Middle Office.


● As a Team Member, my key responsibility was to ensure smooth flow of

work resulting in timely with minimum error.

● Monitoring the outstanding breaks (Exchange Reconciliation) to ensure work

● Constant interaction with the business heads at the donor location to
ensure the process is in line with the business requirements.

● Constant interaction with the middle offices & the traders.

● Manual reconciliation of Exchange trades.

● Developed the standard operating procedures for the process.

● Cross trained in the, Exchange Reconciliation, Equity Allegements and Euro

clear Report.

● Involved in preparation of MIS for the relevant function / business.

● Have developed a considerable knowledge in standard MOSS, NAPOLI,


● Timely tracking the exchange breaks from the Middle Office in order to
clear the outstanding breaks.

● Handled heavy workloads and shown tremendous amount of patience

during high volume situations to ensure quality and timely client service. .

● Successfully crossed trained my team mates in my process and enabled

them to process independently.

Projects Handled

Project Title: An Analysis of the Financial Statements of CAMPCO Ltd.

(Ratio Analysis)

Client: Central Areca nut & Cocoa Marketing & Processing Co-operative Ltd (CAMPCO)

Duration: Ten weeks in plant training

Description: With the help of the annual reports and the company accounts a 6 years
financial analysis has been done with the help of statistical tools and ratio analysis.

Computer Knowledge:

Have adequate knowledge about MS Office (Word, Excel, and Power Point).


Can proficiently Speak, Read and Write English, Urdu, Hindi, Kannad and Tulu.

Personal Details

Date of Birth : 03rd Nov 1983

Nationality : Indian
Marital Status : Single
Passport No : F7441438
NCFM : Certified