Afia Fatma
Financial Analyst
Pune,MH
Summary
Dynamic Financial Analyst with a proven track record at BNY Mellon India Pvt Ltd, excelling in investment portfolio management and cross-functional collaboration. Achieved 140% productivity while training junior analysts and enhancing process optimization. Recognized for delivering 100% accuracy in reporting, demonstrating strong leadership and effective communication skills.
Overview
5
5
years of professional experience
Work History
Financial Analyst
BNY Mellon India Pvt Ltd
Pune
08.2021 - Current
- Asset management for investors across the United Kingdom, Ireland, Luxembourg, and Singapore regions.
- Ensuring that the business meets the quality and productivity SLAs, as per organizational standards, and maintains business relationships with the users across the business.
- Connecting work types to ensure upstream and downstream teams are aligned with the process of ensuring dividends and monies are paid in a timely manner.
- 140% yearly productivity and skill level 4 in matrix within a year.
- I took ownership proactively of all the team tasks to be completed within SLAs, and ensured that the process was completed without any breaches or impacts, with no breaches in 2 years.
- Onshore managers appreciate processing accuracy and timely turnaround on daily, weekly, and monthly tasks at 100%.
- Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
- Managed investment portfolio by tracking performance and adjusting strategies based on market trends.
- Trained junior analysts on financial analysis techniques and best practices.
Store Supervisor
Puma Sports India Pvt Ltd
Pune
02.2020 - 07.2021
- Handled a team of 10 or more brand members.
- Responsible for managing team performance in terms of customer service, meeting required targets on a weekly and monthly basis (120% in the first quarter), and providing an excellent customer service experience.
- Managing the stock shrinkage and accuracy, thereby reducing it by 6% within a year.
- Building various reports, including weekly and monthly growth reports, performance graphs and reviews, and KPI reports.
- Awarded BEST Store Supervisor and BEST Store in VM for 2021 and 2022 between Pune, Nasik, Goa, and Bhopal.
- Business Development Executive and Trainer, responsible for searching for new business during Covid-19.
- I have consistently met sales targets, resulting in topping the Supervisor OSAMs (goal sheets) month after month.
- Bulk deals worth 1 crore were closed during Covid.
- Increased sales by optimizing in-store promotional strategies.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Supervised and coordinated activities of workers engaged in receiving, storing, testing, and shipping merchandise or materials.
- Tracked store inventories and ordered new materials to prevent shortages.
Education
Master of Business Administration - Marketing & Human Resource Management
Amity University
Kolkata01.2020
Bachelor of Technology - Civil Engineering
Adamas Institute of Technology
Barasat01.2018
Skills
- Investment management
- Strategic planning
- Risk assessment
- Time management
- Preparing memos
- Compiling data
- Financial and operational reporting
- Account reconciliation
- Flexible team player
- Business development assistance
- Investment analysis
- Statistical analysis
- Policies and procedures
- Inventory management
- Sales forecasting
- Customer service
- Team building
- Employee training
- Visual merchandising
- Cross-functional collaboration
- Report generation
- Loss prevention
- KPI tracking
- Stock replenishment
- Merchandising trends
- Leading staff meetings
- Sales promotions
- Bank and safe deposits
- Verbal and written communication
- Retail merchandise quality standards
- Store maintenance
Accomplishments
- Awarded the Best Store Supervisor for maintaining the KPIs for FY 2020-2021
- Received the Best Store in visual merchandising under my supervision
- Received the Best Quality Analyst award, with a high rate of productivity for FY 2022-2023
- Received appreciation from onshore counter heads and became the SPOC for different processes of the team
- Trained new staffs for different regions: Poland, Luxembourg, and Ireland
Languages
Hindi
Native language
English
Proficient (C2)
C2
Bengali
Advanced (C1)
C1
Timeline
Financial Analyst
BNY Mellon India Pvt Ltd
08.2021 - Current
Store Supervisor
Puma Sports India Pvt Ltd
02.2020 - 07.2021
Master of Business Administration - Marketing & Human Resource Management
Amity University
Bachelor of Technology - Civil Engineering
Adamas Institute of Technology
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