VICE-PRESIDENT OF ADMINISTRATION AND FINANCE
Rajan Sharma
956/6, Ghandi Nagar,
Delhi – 110011
(+91-11) 456 789
956/6, Ghandi Nagar,
Delhi – 110011
(+91-11) 456 789
SUMMARY OF QUALIFICATIONS
·
Extensive experience in
providing administrative, managerial and operational guidance for the financial
services industry.
·
Thorough knowledge in
managing administrative sales and secured loan programs, preparing budgets and developing product pricing policies.
·
Supervised, trained and
developed staffs of numerous sizes.
·
Proficient in monitoring
numerous custody accounts in a timely and accurate fashion.
·
Participation with
affiliates in the capacities of president, executive committee member,
speaker/panel member and general member.
EXPERIENCE
Vice-President Administration-OIC-Custody Services
1/86 to Present
Dodge City, Kansas
THIRD BANK OF KANSAS
Manager of the administrative department. Provide handling and record keeping services for corporate, fiduciary and personal custody accounts with assets totaling $20 billion.
Manager of the administrative department. Provide handling and record keeping services for corporate, fiduciary and personal custody accounts with assets totaling $20 billion.
·
Prepare budgets and develop product pricing policies.
·
Manage administrative sales
and secured loan programs.
·
Direct administrative
processes for a sizable potion of the department’s largest and most complex
accounts.
·
Extensive involvement in
the analysis of new accounting systems, to determine customer needs.
·
Develop and maintain strong
securities operational knowledge.
Client Manager - Custody Services
9/75 to 1/86
·
Administered over 200
custody accounts, which included direct contact with customers, attorneys,
investment advisors, mutual funds, brokers and accountants.
·
Acted as liaison between
the operations support areas and the customer contact department. Reported
problems and operational errors.
·
Participated in the trust
systems conversion team, which was responsible for the successful conversion to
the on-line accounting system.
SEMINARS
Harbridge House, Inc., - Senior Management
Program
Thomas Blodgett Associates - Consultative Selling Skills Program
Thomas Blodgett Associates - Consultative Selling Skills Program
PROFESSIONAL AFFILIATIONS
·
Member - Executive
Committee - Past President - Securities Operations Association of The Heartland
·
Speaker/Panel Member -
Kansas Bankers Association; speaking at various Trust Operations Seminars.
·
Past President - Bank of
Heartland Supervisors’ Association
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