Garg - Chartered Accountant - Udaipur, Rajasthan, India

Kamal Garg

Udaipur, Rajasthan, India


 Chartered Accountant - May-08 The Institute of Chartered accountants of India, cleared final in first attempt
 Bachelor of Commerce - 2005 from M.L.S.U University Udaipur, Rajasthan with 61%.
 Higher Secondary Commerce - 2002 from St. Paul’s Sen. Sec. school, Udaipur with 74%.
 Secondary School Certificate - 2000 from St. Paul’s Sen. Sec. school, Udaipur with 64%.


Chartered Accountant

  • Full time
  • Part time
  • One time
  • Contract
  • Temp

Work History

Account Manager - Securities & fund Services Mumbai, India


From July 2010

July 2010 – Till date Account Manager - Securities & fund Services Mumbai, India

 Facilitating product implementation and trade settlements across global markets for Mutual fund, PMS and FII-Sub account
 Monitoring all the latest amendments & announcements as set by SEBI and other regulations governing the business activities of client, Analyzing client impact, through a methodical impact analysis and implementing necessary changes processes with operations
 Contributing the knowledge amongst various workgroups between clients and within the organization across the globe, thereby adopting best of the practices
 Creating the business review and delivering presentations to Senior Management at client’s end
 Defining service standards and guidelines that serve as benchmark for excellent service delivery
 Comprehending the business requirements and streamlining the processes in line with the pre-set guidelines
 Removing redundancy in processes at client’s end and at internal operations team, and ensuring uniformity in the process understanding at the client’s and the organization’s end
 Monitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level
 Conducting quarterly Risk Control and Self Assessment, which involves audit of various activities by custody operation unit

Key Achievements:

 In a short span of time of taking up client servicing role, was asked to manage biggest domestic mutual fund client with assets close to USD 5 billion
 Successfully Implemented new clients and conducted kick off meetings, dry runs and other related activities
 Taken initiative for developing dashboard for monthly client service review meetings, same was highly appreciated by client and seniors at Citi as well as implemented it across all clients
 Devised an exception handing tracker to be sent across to clients on a fortnightly basis, highlighted the excepti

Fund Accountant, Securities & Fund services Mumbai, India

Citibank N.A.

November 2008 - July 2010

 Identifying KPIs and developing MIS Tools for analyzing the Mutual Fund factors contributing on Net Asset Value for offering timely information to concerned process owners
 Development of standard templates control models, financial and notes to accounts templates and supporting LOPs
 Managing statutory audit, tracking deliverables as per agreed CAS
 One point contact for statutory auditors for query resolution
 Monthly preparation of financial statements and trial balance reviews, so as to ensure always ready for audit
 Ensuring clean audit

Key Achievements:
 Successfully created the financial statements in - house for one of the major client which led to cost save of approximately USD 10,000 p.a.
 Successfully devised templates for financial statements & notes to accounts for Mutual Fund Clients ensuring the relevant regulations
 Recipient of appreciation by the management and client for smooth completion of statutory audits within the stipulated timelines as well as by meeting the delivery standards
 Credited with the ‘Thinking Hat Award’ for showcasing exceptional performance during the first quarter ‘2009

Articled Trainee

Azad Jain & Co, Chartered Accountants, Udaipur

November 2005 - November 2008

 Finalizing accounts, book keeping & vouching using excel tools, for Firms & Private Limited, thereby ensuring the accounting standards & companies act schedules
 Concurrent Audit - Bank of Rajasthan
 Internal Audit - Stock verifications, Process Implementations, Process reviews
 NHAI-Toll Plaza Audit - Initial Audit Planning, Systems Understanding, Execution of Audits, Exception Reporting, Suggestive Measures and Weekly Updates to Officials of NHAI.


looking for a Growth full carrier

I am Chartered accountant, a professional working in Banking Industry since last more than 3 Years - Looking for a more corporate exposure, learning opportunities,creating newer skills and applying them for a leadership carrier. The carrier should be having a clear growth path for contributing to the the Nation & self growth and ever increasing self respect and confidence.

Mineral House

Qualifications & Certifications

Bachelors Degree In Commerce

M.L.S.U University Udaipur

St. Pauls High School

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