Dr Jatinder Loomba

Ph.D, Mba (Fin.), 16 Yrs Of Work Experience In Various Fields Of Finance. Held Various Roles In Corporate & Academia. Lead Operations At Branch Level
Visakhapatnam, Andhra Pradesh, India
Finance, Training Skills, Administration
About
16 years of work experience in various fields of finance including Trade & Asset Finance, Budgeting & Accounting, Portfolio & Securities, teaching and training at graduate/postgraduate level in business schools and in Insurance industry. Lead operations at branch level. Authored a book with CFP syllabus, titled ‘Risk Management and Insurance Planning’.
Talents
Work Experience
Director
Fertine Herbals Pvt. Ltd.
Full Time Apr-2016 To Jun-2018 2 years 2 months
Asstt. Professor
JK Business School Gurgaon
Full Time Aug-2011 To Aug-2012 1 year
Responsibilities
  • • Faculty for Post Graduate and Graduate students
    • Subjects Taught – Capital Market, Financial Management, Management Accounting, Cost Accounting
HOD – Management Associate Professor
World College of Technology & Management (WCTM) Gurgaon
Full Time Jun-2010 To Jun-2011 1 year
Responsibilities
  • • Responsible for smooth running of the programmes. This included marketing, admissions, financial management, placement, alumni services and project placement.
    • Faculty for Post Graduate and Graduate students
    • Subjects Taught – Management of Banking and Insurance, Fundamentals of Management, Services and the Economy, Financial Management, Accounting Principles
Visiting Faculty
• IIPM (Delhi & Gurgaon) • Pearl School of Business Gurgaon
Part Time Aug-2008 To May-2010 1 year 9 months
Responsibilities
  • • Designing of Course content
    • Faculty for Post Graduate students
    • Subjects Taught – Mergers and Acquisition, Banking and Insurance
Consultant – Trainer
Kotak Mahindra Old Mutual Life Insurance Ltd. Gurgaon
Full Time Jan-2008 To Dec-2008 11 months
Responsibilities
  • Training IC-33 Course to the Life advisors (100 hours session per batch)
    (Pre-recruitment examination for life insurance agency which is conducted by the Insurance Institute of India, Mumbai)
Head-Portfolio & Securities
OTG Group OTG Global Finance Ltd. Indore
Full Time Sep-2000 To Jul-2003 2 years 10 months
Responsibilities
  • • In charge of branch operations for stock market (Equity and Derivatives) and portfolio management for its clients.
    • Ensure external communication and building brand equity of the group including, designing and distribution of publicity materials and holding seminars.
    • Ensuring good working relationships, effective communication and understanding, between management and clients.
Manager - Finance & Accounts Manager - Operations Assistant Manager
M.P. Petrochem Limited • Flora Securities • McSure Capital Market Ltd. Indore
Full Time Jul-1995 To Jul-2000 5 years
Responsibilities
  • M.P. Petrochem Limited
    • Working Capital Management, LC Transactions, Filing Government Oil Tenders, Financial Planning & Budgeting
    • MIS, Internal & Statutory Audits, Cash Management, Preparing Financial Statements for the Group
    • Filing of Returns

    Flora Securities
    • Branch operations.
    • Settlement of pay-in/ pay-outs, taking up legal queries, clientele services
    • Intercompany and Bank Reconciliations.
    • Computerized Accounting of the Securities & Settlement Adjustments
    • Conducting Securities Auctions and their Recording/Adjustments

    McSure Capital Market Ltd.
    Financial services; hire-purchase, leasing, bill discounting and portfolio management
Education
Doctor of Philosophy, Finance
Jiwaji UniversityJiwaji University
2011-2015 Score100%
Master of Business Administration, Finance
Prestige Institute of Management and ResearchDevi Ahilya Vishwavidyalaya
1994-1996 Score81%
Gold Medalist through out.
Blogs & Portfolio
Authored CFP Syllabus Book
Authored CFP Syllabus Book
Portfolio
Authored CFP Syllabus Book
Model.ProfilDetail.name
Dr Jatinder Loomba 14 Jun, 2016 32 view 0 Comments
I have written a book titled ‘Risk Management and Insurance Planning’. The second edition has already been released. It has a wide coverage of syllabus which includes;...
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Extra-Curricular Interests

  • Table Tennis

  • Gardening

Profile Snapshot
Dr is based out of Visakhapatnam & has studied Finance, Ph.D-Doctor of Philosophy from Year 2011-2015 in JU-Jiwaji University, Jiwaji University.
Dr Jatinder Loomba is Skilled in Finance, Training Skills, Administration and other talents.