Gender

Male

Location

Pune,

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I want to help create an environment for my country's educational system which empowers all students in conducting Specialized Research in bringing out creativity, innovation, and breakthrough for the development of useful resources.(more Ph.D people in my country) Summary CUSTOMER SERVICE MANAGEMENT: [Investments & Finance, Civil Projects, Quality Standards & Performance Excellence]. A professional with over 19 year’s of customer service experience. Possessing a track record of helping: A) From Dec 2002: Manage my clients achieve financial goals, ensuring tax compliance, guiding monetary investments in need based financial planning. Understanding various investment needs, Asset allocation among different avenues, Portfolio diversification including behavioral aspects in fast changing scenario. Understanding the need for providing for Personal, Health, Business & Obligatory protection. B) From Mid 2009 : Evaluating and review for Quality Standards, Performance Excellence in Business/Institutions, encompassing Core Values and Concepts, which criteria include: Visionary leadership, Customer-driven excellence, evaluating Key Personnel, Thanking agility, Focus on future, managing for Innovation, Systems perspective, Social responsibility, etc. C) From Aug 1993 till Dec 2002 : Managed various Civil and Industrial projects from finance, cost aspects and delivered high standards of service and collective business objectives. Passionate being part of successful and productive teams. My objectives are: To engage with my clients in a meaningful way and to deliver solutions that add Value. AREAS of EXPERTISE Meeting Customer Needs Business Analysis Tax Administration Team Leadership / Motivation Problem Solving Funds Management Staff Supervision / Development Budgeting / Reducing Costs Stock Control CRM Production of reports / Statistics Quality assurance Experience Consultant Self-employed December 2002 – Present (10 years 7 months) I am an Entreprenuer. I advice my clients for Financial planning matter and related financial services (including personal income-tax) (Open)1 project Sunil B. Kapadia Sun Investments & Financial Services December 2002 – Present (10 years 7 months)Pune Area, India Brief Bio Sketch Mobile +91-0-9326197851 Customer Service Management [Investments & Finance, Civil Projects, Quality Standards and Performance Excellence] A professional with 19 years of experience in customer service: (A) Since 2002/03: Manage financial goals for my clients. Advice in need based financial planning. Presenting avenues for investments, asset allocation among different avenues and providing tools for control. Provides Personal, Health, Business, Property insurance, Group insurance, etc. (B) Since 2009: Evaluating and review for Quality Standards, Performance Excellence for Business/Institutions which criteria include: Visionary leadership, Customer-driven excellence, evaluation of Key Personnel, Thinking agility, Focus on future, Managing for innovation, Systems perspective, etc. I have made different evaluations for VJTI-Mumbai, Shri Vishnu Education Society-Bhimavaram and Vidya Dairy-AMUL-Anand, with IMC-RBNQA. Also associated with CII-Exim Bank, evaluated JCB India Ltd.-Ballabgarh. And with Qimpro Consultants, made an online Assessment for process improvements for Kotak Mahindra Bank, Deutsche Bank, ICICI Bank, Motilal Oswal Securities, DHL-Lemuir Logistics Pvt Ltd, HDFC Bank, and Datamatics Global Services Ltd. ( C) From August, 1993 to December, 2002: Managed industrial/civil projects (INR: 3150 million) from finance/cost aspects. Handled cash flow, analyzed each project’s profitability, ensured adherence to financial discipline. Arranging funds such as Working capital, Bills discounting, coordinated in Public-cum-Rights issue, Term loans, and Lease finance, etc. Supervised Profit & Loss account, Balance sheet, Established internal audit, Budget, MIS, etc. I have done 1-year PG Financial Management diploma from Mumbai University (1990). Further, I have undergone courses on Capital Markets, Six Sixma-Green belt & ISO certification. I have settled in Pune staying with wife and mother (since 1998). (Open)1 organization (Open)2 honors and awards Manager Accounts JMC Projects India Ltd May 1998 – December 2002 (4 years 8 months) Supervised Regional - Industrial/Civil projects worth INR: 1800 million from Finance/Cost aspects and lead my team in achieving company's objectives successfully. Dy Manager Dodsal E & C Pte Ltd March 1996 – April 1998 (2 years 2 months) Initially worked at Jindal Steel project (at Bellary-Karnataka) for about 1 year and later on moved to Company's Head Quarters (Mumbai) where I have overseen and guided (12 projects, worth INR: 1350 million) in monthly MIS and related financials including Cost & time overrun. Honors & Awards Certificate of Excellence IMC-RBNQA, Mumbai-India March 2013 As a team member, for evaluating the implementation of Malcolm Baldrige Criteria by an Infrasructure company (2012 cycle) Commendation Certificate Reliance AMC & Wellingkar Institute of Management, Mumbai-India June 2012 For securing very high percentage in CPFA examination of NISM-SEBI during April, 2012. Organizations Sun Investments & Financial Services Consultant December 2002 – Present Courses Independent Coursework IMC- Ramakrishna Bajaj National Quality Award (Malcolm Baldrige Criteria) European Foundation for Quality Management in administering the European Quality Award (By CII-Exim Bank) Six Sigma Green Belt Integrated Management System” based on QMS ISO 9001:2008, EMS ISO 14001:2004, HACCP ISO 22000:2005, OHSAS ISO 18001:2007 organized by Govt. of India Mumbai. CAPITAL MARKETS” jointly organized by the “Bombay Stock Exchange” (BSE) and “Jamnalal Bajaj Management Studies” Mumbai University CPFA-Certified Personal Financial Advisor” conducted by the National Institute of Securities Markets (NISM) and approved by SEBI Capital Market (Dealer) Module” organized by the National Stock Exchange (NSE) AMFI Mutual Fund (Advisor)” organized by the National Stock Exchange (NSE) General Insurance” conducted by the IRDA and The New India Assurance Co. Ltd. Life Insurance” conducted by the IRDA and ICICI Prudential Life Insurance Co. Ltd. SSY (Siddha Samadhi Yoga by Sanjay Thakkar, Sisya of Rishi Prabhakar-R.S.V.K.) Projects Performance Excellence June 2009 – Present Evaluating and review for Quality Standards, Performance Excellence for Business/Institutions which criteria include: Visionary leadership, Customer-driven excellence, evaluation of Key Personnel, Thinking agility, Focus on future, Managing for innovation, Systems perspective, Social responsibility, etc. 2 team members Sunil Kapadia Sunil B. Kapadia at Sun Investments & Financial Services The process involves I do evaluation independently first Languages Gujarati Hindi English Skills & Expertise Most endorsed for... 4Business Analysis 4Strategic Financial... 2Financial Analysis 2Process Improvement 2Investments 2Capital Markets 2Business Strategy 2Strategic Planning 1Team Management 1Sales Management Sunil also knows about... 1Team Building 1Negotiation 1Customer Service

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