Financial Expert
(Outsourced to iEnergizer IT Service)
02.2023 - 04.2025
Anshika Singh
Financial expert
Noida,UP
Timeline
Customer Service Executive
Digitech Call System Pvt Ltd
06.2022 - 02.2023
Bachelor of Science - Maths
Chhatrapati Shahu Ji Maharaj University(C.S.J.M.U)
02.2020 - 02.2022
Intermediate - Maths
Haryana Council of Open Schooling (H.C.O.S. Board)
02.2016 - 02.2018
Work History
Financial Expert
(Outsourced to iEnergizer IT Service)
02.2023 - 04.2025
- Process a wide range of transactions, including mandates, address changes, and share transfers, ensuring accuracy and compliance with company policies
- Generate response and rejection letters, providing clear and professional communication to shareholders
- Serve as a verifier, meticulously checking items processed by peers to maintain quality and accuracy.
- Collaborate with team members to streamline processes and enhance service delivery.
Customer Service Executive
Digitech Call System Pvt Ltd
06.2022 - 02.2023
- Provided company information and policies to customers upon inquiry and answered questions via phone and online chat.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Escalated critical customer issues to supervisor to avoid lost revenue and canceled policies.
- Boosted customer retention rates by providing exceptional service and building rapport with clients.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Education
Bachelor of Science - Maths
Chhatrapati Shahu Ji Maharaj University(C.S.J.M.U)
02.2020 - 02.2022
Intermediate - Maths
Haryana Council of Open Schooling (H.C.O.S. Board)
02.2016 - 02.2018
Skills
- Transaction Processing & Verification
- Quality Control & Compliance
- Quality Analysis & Auditing
- Correspondence & Communication
- Team Collaboration
- Attention to Detail
Summary
Experienced Senior Financial Expert with over three years of experience in the stock transfer agency industry. Proven expertise in processing transactions, including mandates, address changes, and share transfers, while maintaining high accuracy and compliance standards. Skilled in verification and quality control, ensuring the integrity of processed items. Strong communicator with the ability to create comprehensive correspondence. Dedicated to delivering exceptional service and support.
Work Preference
Work Type
Full TimeWork Location
HybridRemoteOn-SiteImportant To Me
4-day work weekWork from home optionHealthcare benefitsWork-life balanceCompany CultureFlexible work hoursCareer advancementTeam Building / Company RetreatsPaid sick leavePersonal development programsPersonal Information
- DOB - 27/02/2001
- Marital status - Unmarried
- Nationality - Indian
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Travelling & Listening music
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