MOHAN KUMAR.N

19 May 1975

About Candidate

Education

B
B.Com
C
CA Intermediate
C
CISA

Work & Experience

W
Wealth Manager Mar 2011 - Dec 2014
ICICI Bank

Built and maintained healthy business relations with clients and ensured high customer satisfaction matrices by achieving delivery & service quality norms  Implemented client engagement programs with a view to ensure top of mind recall for clients  Involved in the planning, co-ordination and management of all aspects of business operations  Assessed customer’s financial resources and tolerance for risk  Redressed grievances of customers, ensuring that they are completely resolved to the complete satisfaction of customers.  Engaged in extensive networking with a broad range of potential and existing clientele  Performed marketing responsibilitie

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| Deputy Manager Jan 2015 - Mar 2016
Computer Age Management Services Private Limited

Fund Accounting Services to PE/AIF Clients.  Maintained record of the investments & disinvestments made by the fund and the booking of the incomes as per the investment agreement  Computed and allocated the income received by the fund to each investor and processed the payouts to their bank accounts as informed by the Investment Manager  Reconciliation of trades done by the Investment Manager with Custodian reports  Ensured Adherence to defined procedures  Managed Client relationships with focus on quality and consistency of meeting client expectations in line with the agreed SLAs

S
Senior Consultant Jun 2016 - Dec 2022
Macharla & Associates

Spearheaded precise IT Audit goals, schedules, and scopes for optimal outcomes.  Shaped and maintained IS Audit policies, ensuring cutting-edge compliance.  Executed meticulous sensitive access analyses, guaranteeing robust IT security.  Led Test of Design and managed independent Test of Effectiveness seamlessly.  Documented thorough audit processes, results, and actionable recommendations.  Ensured internal financial control excellence over financial reporting.

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