Chintan Vasani

Finance and Accounts
Strong Finance Background with exposure in various fields viz Mortgage Loans, Working Capital Loans, Unsecured Loans, Business Loans, PSL Lending, Funding Against Securities, NBFC with proven track record in all the products.
Handle accounts of Gujarat which includes 36 branches and 6 franchisees for 4 group companies with 10 segments of accounting which includes segment accounting, group adjustments, provisioning, compliances, taxation and assessments.
Have independently managed accounts of various clients including private limited and limited companies.

Risk and Portfolio Management
Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels.
Analyzing risk appetite of an individual for providing them apt investment solutions, ensuring that solutions provided match the risk profile.
Analysing the financial capabilities of HNW clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk.
Acting on risk parameters to safe guard losses to the organisation

Process Management
Setting up processes for various functions and departments to get consistent and optimum performance all the time. Monitoring deviations and fixing the loose areas time and again to keep getting desired results.
Suggesting and Implementing process and policy level changes at Organisational level to improve control and servicing

Legal and Compliance
Acquainted good knowledge into legal aspect of business viz arbitration, cases under section 138 of the Negotiable Instrument Act, Summary Suits, Consumer Forums etc
Have represented for legal cases at various forums Local Courts, Exchanges, Consumer Forums and High Court.
Aptly implemented processes to fulfil compliances laid down by exchanges from time to time

Team Management
Recruiting, mentoring, training & retaining personnel of the sales team for ensuring optimum performance to deliver quality services in market. Monitoring and measuring their performance.
Creating and sustaining a dynamic environment that fosters career development opportunities and motivates high performance amongst team members.