Aastha Sharma
Pune
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Skilled in data analysis and strategic planning. Known for a detail-oriented approach, strong analytical skills, and the ability to provide actionable insights. Proven track record of working effectively with cross-functional teams and senior management. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Management Researcher & Experts
Zucol Services Pvt Ltd. (LocusRAGS)
07.2022 - 09.2022
- Analysing and understanding the customer’s requirements.
- Conducting good research on customer’s demand.
- Following the guidelines provided by the customer or reporting manager.
- Deliver quality content with No-Plagiarism.
- Completing work within the given deadlines.
- Following the rules and regulations of the company.
- Maintaining a good environment in the office.
- Addressing the changes or revisions as per the need of the customer.
Financial Analyst
XL Dynamics
02.2021 - 10.2021
- Evaluate loan applications and financial statements to determine the ability of borrowers to repay.
- Configure financial data and documents within the company's Enterprise Resource Planning (ERP) system.
- Maintain the accuracy and security of financial data within the ERP system by entering, verifying, and backing up data and documents.
- Ensure the accuracy, security, and privacy of financial data, and verify regulatory compliance of loans.
- Perform verifications as per the process checklist to determine the authenticity of the data
- Submit their analysis to clients in the USA.
Relationship Manager
ICICI Bank
11.2019 - 12.2020
- Serve as a one-point contact for customer banking needs.
- Onboard new customers and grow the wallet share of existing ones.
- Nurture current customer relationships and maintain portfolio quality.
- Offer a wide range of banking solutions, including savings, loans, investments, and wealth management.
- Understand customer preferences, market trends, and identify growth opportunities.
- Develop and implement sales strategies.
- Identify and tap into cross-selling and upselling opportunities.
- Collaborate with various internal teams, including product specialists, credit, and service teams.
- Perform compliance, service, and operations tasks within the branch.
Education
MBA - Finance
Prestige Institute Of Management And Research
05-2018
Bachelor of Commerce - Taxation
Devi Ahilya Vishwavidhyalaya (DAVV)
06-2016
Higher Secondary School -
Gyan Sagar Academy (CBSE)
04-2013
High School -
Gyan Sagar Academy (CBSE)
04-2011
Skills
- Financial Analysis
- Mortgage Loan Expert
- Pattern and trend analysis
- Deep-dive data analysis
- Financial Modelling
- Strategic financial planning
- Documentation skills
- Customer Relationship
Management (CRM) - Data assessments
- Research processes
- MS Office suite
- Financial and operational
reporting - Microsoft Excel
Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Projects
Internship:- Bhandari Foils and Tubes Ltd. (45 Days)
- Managed all financial and accounting operations for the company.
- Conducted financial analysis and reporting to support strategic decision making.
- Ensured compliance with all accounting regulations and standards.
- Managed daily financial activities, including processing deposits, withdrawals and cheques.
Certification
- IRDA corporate agent
- NISM Mutual Fund Certification
- Advance Excel Certification
Hobbies
Reading
Writing
Art and Craft
Nature Photography
Timeline
Management Researcher & Experts
Zucol Services Pvt Ltd. (LocusRAGS)
07.2022 - 09.2022
Financial Analyst
XL Dynamics
02.2021 - 10.2021
Relationship Manager
ICICI Bank
11.2019 - 12.2020
Bachelor of Commerce - Taxation
Devi Ahilya Vishwavidhyalaya (DAVV)
Higher Secondary School -
Gyan Sagar Academy (CBSE)
High School -
Gyan Sagar Academy (CBSE)
MBA - Finance
Prestige Institute Of Management And Research
Similar Profiles
Shreya SrivastavaShreya Srivastava
IT Project Manager at Zucol Services Pvt. Ltd.IT Project Manager at Zucol Services Pvt. Ltd.
ARGHA BANERJEEARGHA BANERJEE
Management Researcher at ZucolManagement Researcher at Zucol
SNEHA SSNEHA S
HR Recruiting Associate at Accenture Services Pvt Ltd- On rolls of V5 Global Services Pvt Ltd. 04th Sep 2023 to till dateHR Recruiting Associate at Accenture Services Pvt Ltd- On rolls of V5 Global Services Pvt Ltd. 04th Sep 2023 to till date