Amit Bhandage
Pune
Summary
Dynamic investment banking professional with over 5 years of experience in the Financial and Insurance sector. Proven ability to meet deadlines and lead teams in high-pressure environments. Strong negotiation skills and a commitment to continuous development drive value creation for organizations. Excellent communicator with a talent for building relationships and influencing stakeholders. Passionate and professional Representative leads outreach efforts, strategic direction and day-to-day function management. Proven talent at building relationships and influencing others to gain support and commitment. Excellent presentation and communication skills and comfort working in fast-paced environment.
Results-driven Representative known for productivity and efficiently completing tasks. Skilled in client communication, problem resolution, and process optimization. Excel in negotiation, strategy development, and customer relationship management. Leverage active listening, empathy, and persuasive speaking to achieve objectives and exceed goals.
Overview
6
6
years of professional experience
Work History
Financial Intermediate Representative
BNY Mellon
Pune
07.2022 - Current
- Managed financial maintenance for customer accounts at VESTWELL, ensuring accuracy and compliance.
- Processed purchases, redemptions, transfers, and new account setups efficiently.
- Provided timely banking solutions to meet evolving customer needs.
- Communicated effectively with management across multiple levels regarding operational issues.
- Responded to onshore team queries and escalations from various departments promptly.
- Achieved daily targets consistently by end of day through effective task management.
- Executed trades and managed mutual fund transactions for USTA clients.
- Conducted internal quality checks and clarified team queries to maintain high standards.
- Managed and processed transactions, maintaining shareholder records, and ensuring regulatory compliance within the Transfer Agency department.
- Collaborated with clients and internal teams to support the accurate and timely execution of trades, distributions, and account maintenance.
Associate
EXL
Pune
09.2019 - 07.2022
- Accumulated 3.5 years of experience in EXL, specializing in annuities and death claims processing.
- Processed claims efficiently while ensuring compliance with US regulations and guidelines.
- Performed data entry and reviewed paperwork for accuracy and completeness.
- Managed investments associated with death claims to optimize outcomes.
- Contributed to SEP pension plans, collaborating within the same team as annuities.
- Ensured adherence to industry standards throughout all claim processes.
Education
M.COM - Accounting, Costing
Sangmeshwar College of Commerce
Solapur01.2017
B.COM - Accounting and Finance
Hirachand Nemchand College of Commerce
Solapur01.2015
H.S.C. -
Hirachand Nemchand College of Commerce
Solapur01.2012
S.S.C -
Little Flower Convent High School
Solapur01.2010
Skills
- Analytical and logical thinking
- Financial analysis
- Transaction processing
- Quality assurance
- Trade execution
- Effective communication
- Risk assessment
- Client service and relationship management
- Verbal communication
- Critical thinking
- Problem-solving and compliance
- Interpersonal skills
- Adaptability and focus
- Active listening
- Strategic development
- Accounting expertise
- Cost management
- MS-CIT certification
- Excel proficiency
- Microsoft Word proficiency
- Goal-oriented mindset
- Client service
- Operational efficiency
- Problem solving
Previous Work Experience
EXL, Pune, Maharashtra, 3.5 years, Overall experience in Annuities - (Death Claims Process). It involves Claims processing, Data entry, Reviewing paperwork & Investments., Worked for another process called SEP Pension Plans which comes under the same Team as Annuities., Overall experience of working under US Regulations & Guidelines.
Languages
- English
- Marathi
- Hindi
Hobbies and Interests
- Bike Trips
- Cricket
- Foodie
Affiliations
- Cricket
- Gym
- Bike riding
Accomplishments
- Awarded for maintaining continuous 90+ days of accuracy in financial operations and reporting at EXL
- Recognized for exceptional performance in quality control and internal process audits.
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Disclaimer
I hereby affirm that the above information given by me is true to the best of my knowledge and belief. I will solely be responsible for any discrepancy found in them.
Timeline
Financial Intermediate Representative
BNY Mellon
07.2022 - Current
Associate
EXL
09.2019 - 07.2022
M.COM - Accounting, Costing
Sangmeshwar College of Commerce
B.COM - Accounting and Finance
Hirachand Nemchand College of Commerce
H.S.C. -
Hirachand Nemchand College of Commerce
S.S.C -
Little Flower Convent High School
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