Hi, I’m
Adwita Bhattacharjee
INVESTMENT BANKER
Bangalore
Summary
Proficient Operations Analyst with 4 years of insight managing complex Client data experiance deployments. Thoroughly manages customer data, expertly applying problem resolution via research and troubleshooting. Extensively familiar with Creation of Dashboard and Excel. Expertly applies knowledge to optimize quality control and data retention.
Overview
4
year of professional experience
1
Certification
Work History
J.P Morgan Chase & Co
Operations Analyst, Client Data Specialist
07.2019
Job overview
- Handing US European client accounts & Processing request for the bankers
- Handling all the emails from on shore
- Onboarding the clients to the Company portal
- Maintaining their any account related issues, - Clarifying and requestors doubts
- Helping out with trading with creation of new ids for their trading purpose
- Allocation of daily flowing cases along with daily detailed report
- Giving trainings to the new Joiners
- Ensuring the safety of the bank & customer’s assets
Yes Bank Ltd
Relationship manager
08.2016 - 05.2017
Job overview
- Process Management
- Acquisition of quality Current account and saving account
- Acquisition of funds and values
- Complain towards KYC & all operational risk
- Ensuring the timely submission of audit reports, MIS reports
- People Management
- Customer handling skills with continuous monitoring across E-mails/calls etc
- Problem solving skills: understanding the business requirements, flexible to work in all support channels, understanding the process and customer’s needs & requirements
- Ensuring timely escalation of issue impacting business and providing appropriate solution to address the concern
Education
VTU Ramaiah Institution of Technology
MBA from Finance& Marketing
University Overview
GPA: 7.23
Bangalore University M.S.Ramaiah College of Arts
BBM from Science & Commerce
2016
University Overview
GPA: 62
Skills
- Leadership
- Advance Excel
- VBA
- Dashboards
- SQL
- Communication
- Decision Making
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Bengali
Advanced (C1)
Kannada
Advanced (C1)
HOBBIES
- Traveling
- Swimming
- Dancing
- Reading
- Listening to music
Accomplishments
- Research Paper published in National Conference 2019 on the study “Factor influencing the interest on students to study abroad”
- Awarded for best performer in the branch, February 2017 in Yes bank.
- Highest production performer conductively for a month in 2019.
- Highest idea giver for the month of Feb, March, April 2021.
- Highest quality achieved for continues 2 months i.e. June & July 2021
Certification
- Tally (2014)
- Advance Excel (2021)
- VBA (2022)
- Sql (2022)
Timeline
Relationship manager
Yes Bank Ltd
08.2016 - 05.2017
Operations Analyst, Client Data Specialist
J.P Morgan Chase & Co
07.2019
VTU Ramaiah Institution of Technology
MBA from Finance& Marketing
Bangalore University M.S.Ramaiah College of Arts
BBM from Science & Commerce
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