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- Finance and Management graduate with 3.5+ Years of experience in banking and Finance domain.
- My practical experience includes Banking and clerical operations, Stock loan Account opening, Marking of securities, Client support and people management.
- Expertise in gathering, analyzing and documenting process activities, business and functional requirements.
- A key team member with strong leadership and ability to work under pressure; capable of team and individual work.
- Decision making
- Delivering quality
- Customer service
- Critical Thinking
Fin Services Ltd
- Performing stock loan account opening with zero errors.
- Processing receivables through workQ system.
- Cataloguing (categorizing) contracts and deals of derivative trades of our clients.
- Capturing data from client systems and online faxes to our system.
- Processing the captured deals and contracts.
- Reconciliation reports, preparation of reports using MS Excel, auditing.
- Training and mentoring of new recruits.
Kotak Mahindra Bank Pvt Ltd
- Identified customer financial and other banking needs and building effective relationships with clients
- Worked closely with other departments to ensure that customer instructions are executed correctly and in a timely manner
- Improved customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
- Educated customers about relevant products and services available from Group sources in order to provide the best solutions
- Supported branch operations, product offering and ensuring compliance with audit requirements and quality assurance
Union bank ltd
- Worked with clients to solve problems and meet their requirements.
- Supported clerical operations and maintaining service quality level in branch.
- Outward and Inward clearing operations
Masters, Management Studies
San Jose State University
Grade – A
Bachelor, Management Studies
Grade – A
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