Summary
Overview
Work History
Education
Skills
Projects
Websites
Personal Information
Timeline
Work Preference
Languages
Work Availability
Accomplishments
Interests
Certification
Software
AdministrativeAssistant
Anjali

Anjali

Manager ( Risk & Compliances)
Noida

Summary

Financial services manager with expertise in financial analysis and customer service. Proven ability to leverage financial knowledge to assist clients in achieving financial objectives. Skilled in managing multiple priorities to enhance operational efficiency and drive positive results.

Overview

1
1

Year of professional experience

Work History

Risk and Compliances Analyst

Aditya Birla Capital Limited
Noida
08.2024 - 04.2025
  • Managed preparation of MIS reports outlining daily client payment trends and persistency data, overseeing financial transactions to ensure accurate records supporting strategic planning and financial reporting integrity.
  • Streamlined issuance of documentation policies, ensuring compliance with IRDAI norms and KYC guidelines, while enhancing audit and compliance initiatives.
  • Managed team to enhance operational efficiency, optimize task allocation, and exhibit strong leadership.
  • Evaluated client risk profiles and financial data to formulate risk-aligned investment strategies, promoting long-term portfolio growth and client satisfaction.
  • Ensured compliance with relevant regulations governing financial services operations.

Finance Intern

IIFM- Pratham
05.2023 - 07.2023
  • Facilitated account management through monitoring client payment patterns and recognizing default trends
  • Managed receivables records to document client status and worked alongside teams to ensure timely collections and lower credit pendency.

Tax & Accounts, Intern

Vimal Jain & Co. (Tax Consultants)
01.2022 - 06.2022
  • Prepared tax returns and analyzed client financial documents for foundational knowledge in reporting, compliance, and planning.
  • Processed payments from clients and vendors to ensure timely financial transactions.

Education

PGDM - Finance & Marketing

Jaipuria Institute of Management
06.2024

BCOM(H) -

College of Commerce, Arts, And Science
07-2021

XII -

MRJD College, Begusarai
06-2018

X -

DAV Public School, Begusarai
06-2016

Skills

  • Microsoft Excel and Power BI
  • Financial analysis and management
  • Budgeting and forecasting
  • Accounting and tax compliance
  • Financial modeling
  • Internal controls
  • Regulatory compliance
  • Team management
  • Risk assessment

Projects

  • Analysis of beta and standard deviation to measure the stock's volatility and risk compared to the overall market for strategic investment decisions in 2023
  • Prepared a comprehensive financial analysis of Adani Ports & Special Economic Zone Ltd., P&L forecasting, balance sheet projection, CAPM calculation, WACC determination, beta analysis to evaluate capital structure and investment risk in 2023

Personal Information

Timeline

Risk and Compliances Analyst

Aditya Birla Capital Limited
08.2024 - 04.2025

Finance Intern

IIFM- Pratham
05.2023 - 07.2023

Tax & Accounts, Intern

Vimal Jain & Co. (Tax Consultants)
01.2022 - 06.2022

PGDM - Finance & Marketing

Jaipuria Institute of Management

BCOM(H) -

College of Commerce, Arts, And Science

XII -

MRJD College, Begusarai

X -

DAV Public School, Begusarai

Work Preference

Work Type

Full TimeContract Work

Work Location

RemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsStock Options / Equity / Profit Sharing

Languages

Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
French
Elementary (A2)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Achieved [Result] through effectively helping with [Task].
  • Collaborated with team of [Number] in the development of [Project name].
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved [Issue] which led to [Results].

Interests

Study finance and its tools

Certification

  • (Financial Planning & Retirement) Training - [9 Jan 2024]
  • (General Banking) Training - [22 Mar 2024]

Software

Microsoft Office, CRM

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Anjali Manager ( Risk & Compliances)