JJ

Jitendra Joshi

Jitendra Joshi


Group CFO



Jitendra Joshi is an experienced finance professional with a demonstrated history of driving growth and operational excellence. As the Group CFO at Germinate Outsourcing, he is responsible for overseeing the financial strategy, reporting, and risk management for the organization. Additionally, Jitendra maintains an active career as a self-employed stock broker, financial planner, and investment advisor, leveraging his expertise to provide personalized guidance to clients.

Professional Experience



Group CFO, Germinate Outsourcing (2014 - Present)


  • Oversee the financial operations, budgeting, and forecasting for the group, ensuring efficient resource allocation and financial sustainability.

  • Lead the implementation of robust financial controls, policies, and systems to enhance reporting and decision-making capabilities.

  • Collaborate with cross-functional teams to identify and capitalize on strategic growth opportunities, driving revenue and profitability.

  • Spearhead the company's expansion efforts, managing the financial aspects of mergers, acquisitions, and joint ventures.

  • Provide valuable financial insights and recommendations to the executive leadership team to support informed decision-making.


Stock Broker, Financial Planner & Investment Advisor, Self-Employed (2007 - Present)


  • Offer comprehensive financial planning and investment advisory services to individual and institutional clients.

  • Analyze market trends, economic conditions, and client portfolios to develop customized investment strategies aligned with their financial goals.

  • Provide expert guidance on asset allocation, portfolio diversification, and risk management to help clients achieve their long-term financial objectives.

  • Maintain a strong client base through exceptional customer service and the delivery of measurable investment returns.


Customer Service Specialist, Veritable Vendor (2019 - Present)


  • Provide high-quality customer support and troubleshooting assistance to clients, ensuring a positive user experience.

  • Demonstrate strong problem-solving skills and the ability to quickly identify and resolve customer inquiries.

  • Contribute to the continuous improvement of customer service processes and procedures.


Education


  • Master of Business Administration (MBA), Finance, XLRI Jamshedpur

  • Bachelor of Commerce (B.Com), University of Rajasthan


Areas of Expertise


  • Financial planning and analysis

  • Investment portfolio management

  • Risk assessment and mitigation

  • Merger and acquisition integration

  • Financial reporting and compliance

  • Budgeting and forecasting

  • Customer service and client relations


Professional Impact


  • Instrumental in driving the financial transformation and growth of Germinate Outsourcing, contributing to a 25% increase in revenue over the last three years.

  • Recognized as a trusted advisor, delivering consistent investment returns that have exceeded industry benchmarks by an average of 8% over the past decade.

  • Awarded the "Best Financial Planner of the Year" by the Financial Planning Association of India in 2020.


Jitendra Joshi's versatile expertise, strategic financial acumen, and commitment to delivering exceptional results make him a valuable asset in the corporate and investment advisory domains.