Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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ABHIRAM GUDIPATI

Hyderabad

Summary

I am a self-motivated and results-oriented professional with a robust background in the financial services industry. My experience is anchored in client-focused roles, where I've excelled in client onboarding and reporting management. With strong interpersonal communication skills, I thrive in collaborative environments, ensuring high-quality outcomes. My analytical skills and attention to detail enhance both efficiency and client satisfaction.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Payments and reporting Analyst

Invesco Asset Management Private Limited
Hyderabad
09.2024 - 02.2025
  • Company Overview: A global investment management firm.
  • Expertly prepared and distributed timely client reports across daily, weekly, monthly, and quarterly intervals, leveraging multiple applications and team inputs to ensure precision and adherence to deadlines.
  • Handling queries from clients and provided feedback on Outlook, Teams & Skype chats .
  • Demonstrated proficiency in operating under direct supervision, effectively aiding in the transition of work from local offices.
  • Maintained strict compliance with policies and procedures, upholding the highest standards of report accuracy and due diligence.
  • Diligently prepared and updated comprehensive process documentation, contributing to operational clarity and continuity.
  • Resolution of queries from clients and providers on Outlook, Teams & Skype chats and provide a
    prompt response/solution
  • Worked on other tasks related to payments operations, assigned by the supervisor/team lead.
  • Proactively communicated with Team Lead regarding any concerns or anomalies detected, ensuring prompt attention and resolution.
  • Managed high and low priority situations and notify the team manager.

Client Service Specialist

State Street Corporation/Investors Bank and Trust
Hyderabad
03.2023 - 05.2023
  • Company Overview: A financial services company specializing in investment management.
  • Managed end-to-end onboarding of new clients, ensuring seamless transition and a positive experience throughout the process.
  • Collaborated with cross-functional teams to gather and verify client information, complete necessary documentation, and facilitate necessary set-up.
  • Developed and implemented onboarding procedures, workflows, and training materials to increase efficiency and standardize processes.
  • Acted as a main point of contact for clients, providing ongoing support and resolving any issues or concerns in a timely and professional manner.
  • Participated in team meetings focused on improving internal processes related to accounting functions.
  • A financial services company specializing in investment management.

Education

Post Graduate Diploma - Public Accounting

All India Management Association
06.2024

Bachelor's of Commerce - Computers

Osmania University
11.2020

Skills

  • Analytical Skills
  • Problem-solving skills
  • Ability to handle multiple tasks under pressure
  • Strong interpersonal skills
  • Database management
  • Due Diligence
  • SQL
  • SQL Server
  • Financial Management
  • Financial markets
  • Negotiation skills
  • Cross-functional collaboration
  • Problem resolution
  • Attention to detail
  • Operational efficiency

Languages

English, Hindi, Telugu
First Language

Certification

  • SQL Qualified
  • CFA Candidate

Timeline

Payments and reporting Analyst

Invesco Asset Management Private Limited
09.2024 - 02.2025

Client Service Specialist

State Street Corporation/Investors Bank and Trust
03.2023 - 05.2023

Post Graduate Diploma - Public Accounting

All India Management Association

Bachelor's of Commerce - Computers

Osmania University

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