Amruta Lad

kalyan west,maharashtra

Summary

To obtain a respective job position of investment banker in highly motivated work environment, where I can make best use of my skills & banking experience for improvement of customer service.

Overview

Language

Education

Advanced Financial Modelling - Merger & Acquisition -

2018

Passed Advance VBA-Excel -

2018

Post Graduate Diploma - Human Resource

PGDBM -HR

2013

Bachelors of Science - Bio Technology

2012

BSC -

2010

Higher Secondary -

2007

Saraswat Co- operative Bank

2005

Skills

Exam Invigilator(IELTS and other international examinations)held by British Council:
Organize exam papers
Label examinations
Supervise examination
Pack and deliver exam to institute
Student coordinator for IELTS
Updating their name in system
Updating them with examination no
Clearing doubts
Helping with results
Saraswat Cooperative Bank(Front Office)(2014-2014):
Create & maintain fixed deposit; Roll deposits based on customer instructions (Principle increase/ decrease, Rate amendment, Fund transfer, Tenor amendments, Tax 15G/15H forms conciliation & update), Approval of fund transfers through online transactions; First level checking for all internal transfer of funds & fixed deposits; Action same party & third party Internal transfers; Reviewing of KYC Level, Spot checking in saving & fixed deposit dept; Maintaining control sheets, sending Mail Clarifications & Reports; ECS(Electronic centralised system); Account opening such as Saving, Current & RD, online debit & credit entries, cash payments, cheque book issuing, Account closure, posting of GL Entries, Processing of RTGS, NEFT entries; Processing of Standing instructions; Debit card activation & De-activation; Transfer of Breakage charges to respective P & L account; Capitalize all accounts to be closed / opened & to transfer closure balance to required beneficiary; KYC - Verification of customer risks level, profiles & rating customer level; Preparation of SAR (Suspicious Activity Reporting) in case of any kinds of constraints or discrepancy monitored in transactions done by customers; Dispatching Statement of accounts; SVS - Upload customer signature mandate in Signature verification Sys; Handling lockers & Updation of entry exit on daily basis in a confidential mode; Marketing of products like Saving & Current accounts, FD, RD, Loans & daily schemes of bank for customers; Marketing of partner organisation insurance products like HDFC & Bajaj Alliance; Participate in sales planning & strategy making functions of organization, Interaction with customer & understand their preferences & demand
Software
Swift Core developed by Saraswat InfoTech LTD
Courses:
Tally 9
3 month duration certificate course in Tally Accounting; Tally Inventory; Tally Vouchers; Display & Reporting Financial Report; Value Added Tax (VAT); TCS; TDS; Payroll; Service Tax; Excise; Report Generation L8246178

Accounting, balance, Banking, book, Council, credit, Debit, Dispatching, English, Financial, Financial Report, forms, Front Office, funds, GL, Hindi, insurance, Inventory, Marketing, materials, Excel, Mail, Payroll, Reporting, sales planning, strategy, supervisor, Swift, Tax, TDS, VBA

Interests

Hobbies : , Reading, Swimming, Driving, Travelling I hereby declare that the above furnished particulars are true and correct to best of my knowledge and belief

Timeline