Anup Avchar
Pimpri
Summary
Skilled in trust services and financial operations, specializing in RSP contributions, withdrawals, EFT processing, and client service, committed to optimizing transaction handling and fostering professional development within banking industry.
Overview
2
2
years of professional experience
3
3
Languages
Work History
Senior Process Executive
Infosys BPM Ltd.
11.2023
- Handled adding money (cash and security) to trust accounts for registered and non-registered accounts.
- Processed EFT (Electronic Funds Transfer), money withdrawals, and account transfers.
- Worked on closing or canceling account requests.
- Made sure all records were correct and updated on time
- Managing team in absence of team Leader.
- Processing the service request / ticket in stipulated time avoiding impact on SLA.
- Day plan managing main queue along with team members and taking care of SLA.
- Preparing and maintaining daily Report like Daily Production Report , MIS Update, Randomiser Audit , SLA Report.
- Giving training to new individual and mentoring teammates in resolving their queries and assign work to them.
- Processing RSP contributions and RSP security contributions accurately and on time.
- Handling RSP cash withdrawals based on client instructions.
- Managing EFT (Electronic Funds Transfers) for registered and non-registered accounts.
- Processing account transfers between different financial institutions or within BMO.
- Cancelling transactions or requests as per client instructions.
- Ensuring all activities follow compliance and regulatory guidelines.
- Providing support and updates to clients in a timely and professional manner.
- Maintaining accurate records for all transactions handled.
Data Entry Operator- Operations
Exela Technologies Pvt. Ltd
04.2021 - 07.2023
- Identifying Debit or Credit invoices
- Identifying Correct Supplier from Invoices
- Verifying PO invoices and Non- PO invoices
- Verifying the all details of invoices
- Verifying Taxes with Vendor address
- We are follow 2 way matching method
- Auditing invoices
- Working on Correction queue
Education
B.Com - undefined
Mahatma Phule Mahavidyalaya
Pimpri Pune01.2022
HSC - 12th
Nav Maharashtra Vidyalaya
Pimpri Pune01.2016
SSC - 10th
Hindustan Antibiotics School
Pimpri Pune01.2014
Skills
Investment product knowledge Registered and non-registered accounts RSP and RRSP expertise
Understanding of RSP contributions and withdrawals Knowledge of securities Financial analysis skills
EFT processing expertise
Financial transaction processing
Account transfer management
Detail-oriented transaction management
Understanding compliance guidelines
Client instruction execution
Documentation and record keeping Data management Organizational skills Attention to detail
Effective time management
Critical thinking
Customer support expertise
Team collaboration
Financial software expertise
Flexibility and learning
Interests
Physical fitness and gym workout, Watching inspirational movies
Achievements & Awards
Rising Star Award Q1 2023-24, Spot Award Q1 2024-25, Spot Award Q4 2024-25, Monthly RNR Award
Activities
Helped train new team members Share ideas in team meetings Go to the gym regularly
Additional Courses
- Infosys Certified Banking Associate Level- 1
- Problem Solving and Decision Making 1.0
- RT100 Awarness Quiz Tool
- R200 Course
Timeline
Senior Process Executive
Infosys BPM Ltd.
11.2023
Data Entry Operator- Operations
Exela Technologies Pvt. Ltd
04.2021 - 07.2023
B.Com - undefined
Mahatma Phule Mahavidyalaya
HSC - 12th
Nav Maharashtra Vidyalaya
SSC - 10th
Hindustan Antibiotics School