Summary
Work History
Education
Skills
Certification
Timeline
Overview
Generic

Heera Unnikrishnan

Senior Risk Analyst
Bangalore

Summary

Targeting challenging assignments in Banking, Auditing, Finance, Process Transition, Team Management and Customer Relationship Management with globally reputed organizations providing opportunities for continuous learning and growth , compatible with capabilities and skills , contributing to the Organization's growth plan. Trustworthy, dependable, responsible Individual with 5 years of experience providing ongoing support to a notable Senior Official within the industry. Dedicated, tireless professional with a keen ability to maximize both time and business efficiencies.

Work History

Senior Risk Analyst

Atom Risk Advisory
BANAGALORE
09.2020 - Current
  • Ensuring the highest levels of service to the High-Net-Worth customers.
  • One point contact for all Insurance requirements of High-Net-Worth customers.
  • Invoicing, data entry and filing.
  • Perform analysis of insurance policy pricing to ensure customers are competitive.
  • Collaborate with underwriters, accounts, claims experts, and senior management to help companies develop plans for improving existing business.
  • Examine claims forms and other records to determine insurance coverage.
  • Interview or correspond with agents and claimants to correct errors or omissions and to investigate questionable claims.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.

Financial Planning Associate

Atom Prive Financial Services
02.2020 - 09.2022
  • Atom Prive a new age wealth and portfolio management company founded by like minded and passionate Wealth Management professionals in 2019.
  • Financial Planning, Portfolio Strategy and Reporting.
  • Research and Analysis.
  • Financial Strategy Presentations to HNI Clients.

Senior Specialist

Target. BANAGALORE
01.2018 - 01.2020
  • Analyze the financial reports for making increasingly better space allocation and presentation decisions which in turn will increase sales, improve guest satisfaction and reduce out-of-stocks
  • Flawlessly execute the planograms and adjacencies using merchandising best practices
  • Understand business strategy and deliver on project expectations
  • Collaborate with business leads to execute multiple project across teams and communicate project progress proactively to the respective stakeholders
  • Evaluate processes and make recommendations for improvement; strive for continuous improvement and eliminate non-value added workload
  • Build business context and perform the responsibilities as a division back up whenever required
  • Follow operational hygiene (e.g., project management practices, quality assurance, time tracker).

Audit Associate

KPMG. BANAGALORE
08.2016 - 01.2018
  • Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
  • Reviewing financial statements of publicly traded and privately held companies
  • Supporting a diverse set of clients across industries/ sectors/ sectors/ geographies
  • Building relations with client engagement teams
  • Supporting clients outside India
  • Auditing for Banks
  • Meeting the deadline of the engagement with good quality and rating from client
  • To perform controls testing and substantive procedures as part of audit for the Bank clients for EMEIA region
  • To Provide high quality results to the onshore team, often to a tight deadline
  • Attending onshore calls and follow up for responses from client to close the audit before the deadline
  • Worked with various teams and understood the execution step of auditing in a diversified way.

Education

MCOM - Finance and Accounts

IGNOU
01.2019 - 07.2021

Bcom - Accounts

Kristu Jayanti College (Autonomous)
Bangalore
07.2013 - 07.2016

XII - PU

CMR National PU College
Bangalore
05.2011 - 05.2013

X -

Deva Matha Central School
Bangalore
05.2010 - 05.2011

Skills

Follow Go- getter cultureundefined

Certification

Stock Market Management

Timeline

Senior Risk Analyst

Atom Risk Advisory
09.2020 - Current

Financial Planning Associate

Atom Prive Financial Services
02.2020 - 09.2022

MCOM - Finance and Accounts

IGNOU
01.2019 - 07.2021

Senior Specialist

Target. BANAGALORE
01.2018 - 01.2020

Audit Associate

KPMG. BANAGALORE
08.2016 - 01.2018

Bcom - Accounts

Kristu Jayanti College (Autonomous)
07.2013 - 07.2016

XII - PU

CMR National PU College
05.2011 - 05.2013

X -

Deva Matha Central School
05.2010 - 05.2011

Overview

8
8
years of professional experience
9
9
years of post-secondary education
7
7
Certificates
5
5
Languages

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Heera UnnikrishnanSenior Risk Analyst