Jasmeet Taj
Finance Executive
Mumbai
Summary
High-achieving senior executive bringing expertise in business planning and revenue development. Offers 5.5 years of leadership in Finance industry along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Senior Executive
Nearby Technology Services Private Limited
Mumbai
07.2021 - 01.2022
- Performing reconciliation of Banking & non Banking products
- Posting ledger entries and identifying accounting errors
- Analyzing mismatch transactions for greater accounting accuracy
- Prepare monthly reconciliation report for Business Analysis
- Developing automation process for required products
- Preparing SOP’s and adhere to it
Executive
Sushil Financial Services Private Limited
Mumbai
02.2018 - 06.2021
- Handling NACH mandate registration process and reconcile the transactions
- Reporting daily bank balances of various accounts to exchange
- Prepare monthly NACH Mandate and transactions MIS report for strategic analysis
- Quarterly submission of bank account details to compliance department for an audit purpose
- Handling KYC process and opening current bank accounts
- Maintain strong written and verbal communication with CRMs and clients
Associate
IDFC Asset Management company
Mumbai
07.2016 - 02.2018
- Reconcile high value mutual fund transactions and submit report to CAMS
- Reporting cash fund transaction to the fund manager
- Updating internal fund transfer between various MF Schemes and report to Operations team
- Resolving internal stakeholders and channel partners queries
Education
MBA - Finance
Institute of Technology And Management (ITM)
Mumbai 07.2018 - 09.2020
Bachelor's of Banking & Insurance - Banking & Insurance
Guru Nanak Khalsa College
Mumbai 07.2013 - 04.2016
Skills
MS Excel
Reconciliation
Power Point Presentation
Effective Communication
Problem solving
Team management
Ability to work under pressure
Timeline
Senior Executive
Nearby Technology Services Private Limited
07.2021 - 01.2022
MBA - Finance
Institute of Technology And Management (ITM)
07.2018 - 09.2020
Executive
Sushil Financial Services Private Limited
02.2018 - 06.2021
Associate
IDFC Asset Management company
07.2016 - 02.2018
Bachelor's of Banking & Insurance - Banking & Insurance
Guru Nanak Khalsa College
07.2013 - 04.2016