SAP FICO & MM
P Lovelin Auguskani
Wealth Account Manager
Nagercoil
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
26
26
years of professional experience
3
3
Certificates
3
3
Languages
Work History
Wealth Relationship Manager
Mentat Wealth Private Limited
Nagercoil
12.2021 - Current
- Researched and evaluated potential investment products for clients.
- Implemented exit strategies for clients to transition out of investments.
- Educated clients on potential risks and rewards associated with various investments.
- Recommended specific investments to help clients meet financial goals.
Consultant
Mentat Wealth Private Limited
Nagercoil
12.2020 - 12.2021
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Associate Professor & Head
St. Xavier's Catholic College of Engineering
Nagercoil
06.2009 - 12.2020
- Updated curricula and lesson plans for primary instructors, researching developments in relevant fields and updating materials to reflect most recent data and statistics.
- Worked with dean to assess and evaluate courses and programs in appropriate discipline.
- Incorporated exciting and engaging activities to achieve student participation and hands-on learning.
- Supported student physical, mental, and social development using classroom games and activities.
- Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
- Graded and evaluated student assignments, papers, and course work.
- Supported student teachers by mentoring on classroom management, lesson planning, and activity organization.
- Managed time efficiently in order to complete all tasks within deadlines.
- Learned and adapted quickly to new technology and software applications.
Assistant Professor
Udaya School of Engineering
Ammandivilai
08.2007 - 06.2009
- Supported and contributing to student engagement, comprehension and learning objectives.
- Created materials and exercises to illustrate application of course concepts.
- Evaluated and supervised student activities and performance levels to provide reports on academic progress.
Payroll Process Executive
Ma Foi Consulting Solutions Ltd.
Chennai
03.2007 - 08.2007
- Cultivated interpersonal skills by building positive relationships with others.
- Passionate about learning and committed to continual improvement.
- Developed strong communication and organizational skills through working on group projects.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
Junior Officer
UAE Exchange and Financial Services Ltd
Nagercoil
12.2002 - 06.2004
- Utilized POS system to handle customer cash and credit card transactions.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Counted money in drawers at beginning and end of each shift.
- Operated cash register to record transactions accurately and efficiently.
Accountant and Audit Assistant
A. John Moris & co.
Nagercoil
07.1997 - 10.2002
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Education
Ph.D. - Banking And Insurance
Manonmaniam Sundaranar University
Thirunelveli, India 06.2010 - 12.2015
MBA - Business Administration And Management
Anna University
Vadakangulam, India 08.2004 - 07.2006
Skills
Financial planning
Investment advice
Stock market understanding
Mutual funds
Investment planning
Insurance decisions
Certification
[Wealth & Investment Management] CISI - [Level 3]
CISI
- The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behavior globally to enhance public trust and confidence in financial services.
- The International Certificate in Wealth & Investment Management covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. The qualification will ensure that understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is a qualification for international candidates working in private banking and wealth management roles. Provides a comprehensive introduction to financial planning, professional regulation, investment analysis and lifetime financial provision.
Additional Information
To act as a session chair in the 2017 IEEE International Conference on Industrial Engineering and Engineering Management held in Singapore on 10th to 13th December 2017.
I have published Eight articles in various National and International Journals and participated and papers presented in National and International Conferences.
Software
Timeline
Wealth Relationship Manager
Mentat Wealth Private Limited
12.2021 - Current
NiSM X- B Investment Advisor (Level 2)
02-2021
Consultant
Mentat Wealth Private Limited
12.2020 - 12.2021
NiSM X- A Investment Advisor (Level 1)
11-2020
Ph.D. - Banking And Insurance
Manonmaniam Sundaranar University
06.2010 - 12.2015
Associate Professor & Head
St. Xavier's Catholic College of Engineering
06.2009 - 12.2020
Assistant Professor
Udaya School of Engineering
08.2007 - 06.2009
Payroll Process Executive
Ma Foi Consulting Solutions Ltd.
03.2007 - 08.2007
MBA - Business Administration And Management
Anna University
08.2004 - 07.2006
Junior Officer
UAE Exchange and Financial Services Ltd
12.2002 - 06.2004
Accountant and Audit Assistant
A. John Moris & co.
07.1997 - 10.2002