APARAJITA VERMA
Financial And Investment Planner
3rd Cross, Munnekolala,Bangalore
Summary
Strategic and result orienting professional having 9 years of Banking experience that has served me well in excelling my leadership, corporate and retail banking operations, sales management, and communication skills. Proven expertise in the finance and investment industry with an in depth understanding of investment banking practices, financial products, risk mitigation and compliance regulations. Recognized as key performer and creative thinker with strong analytical skills adept at conceptualizing solutions that align with advance business strategy to meet business objectives within acceptable level of risk.
Overview
9
9
years of professional experience
8
8
years of post-secondary education
2
2
Languages
Work History
Financial and Investment Counselor
Axis Bank Ltd
Kolkata
07.2022 - Current
- Studied market trends and produce risk assessment documentation for managing and contributing 70 Cr of Savings and Asset under management for our clients.
- Conduct business process analysis and identify critical issues and gaps for an established organizational process.
- Developed business plans, determine key performance indicators and coordinate the measurement result.
- Expertise in providing the best solution to the organization which gives the team a new direction of development and Proficient in executing the programs using the limited resources.
- Analyzed qualitative and quantitative data to uncover competition and industry information to drive the business revenue.
- All financial transactions including RTGS, NEFT, Forex transaction using software such as Finacle, flexcube, Deal Pro, Saksham, Tableau, etc
- Responsible for making business profitable deals that include Asset, Acquisition of new clients, Mutual funds, PMS, AIF, trade Forex and retail forex, etc.
Financial and Investment Planner
HDFC BANK LTD
Kolkata
10.2018 - 07.2022
- Provided an appropriate financial plan to HNI clients by gathering their overall financial status and understanding their needs.
- Monitor and analyze accounting data to ensure compliance.
- Developed an effective strategy to generate new business and relationships through networking and marketing.
- Connect clients with relevant department, branch or advisor to help them meet their financial needs and goal.
- All financial transactions including RTGS, NEFT, Forex transaction using software such as Finacle, flexcube, Deal Pro, Saksham, Tableau, etc.
- Responsible for making business profitable deals that include Asset, Acquisition of new clients, Mutual funds, PMS, AIF, trade Forex and retail forex, etc.
Customer Service Officer and Accounting Manager
AXIS BANK LTD
Kolkata
09.2014 - 09.2018
- Responsibilities:
- Managed daily operations of the accounting department and established and enforced internal controls to safeguard company assets, guarantee financial statement reliability , promote operational efficiency, and encourage adherence with the management's directives.
- Analyzed business requirement and provide end to end solution using different data points.
- Cash Management as Head cashier and also in Currency chest as CMS officer.
- All financial transactions including RTGS, NEFT, Forex transaction using software such as Finacle, flexcube, Deal Pro, Saksham, Tableau, etc.
- BNA and ATM handling.
- Responsible for business profitability of the Bank.
Education
MBA - Business Analytics and Risk Management
PGDM
IMT Ghaziabad 09.2020 - 10.2022
Master of Science - Plant Sciences
Mount Carmel College Bangalore
Bangalore 06.2011 - 05.2013
Bachelor of Science - Botany
Shree Shikshayatan College
Kolkata 06.2008 - 05.2011
Post Graduate Diploma in Computer Science - Computer Science
National Institute of Information Technology
Kolkata 02.2010 - 01.2011
Skills
Financial Risk assessment and SWOT analysis
Ability of multi-tasking and work in a fast-paced environmentCan perform accurately while dealing with a critical situation and utilize the available resources efficientlyAbility to make a strong relationship with internal departments and team members by excellent interpersonal skills to manage the teamStrong visualization, problem-solving, and analytical skillsLanguages: SQL, HTML
Software: MS SQL, MS Office 2010, MS Office 2016 (Proficient in Word, Excel, and PowerPoint)Operating Systems: Windows XP, Windows 11Accomplishments
Multiple times Million Dollar Round Table (MDRT, International contest) winner.
Achieved multiple awards and recognition for many activities and work achievements.
Recognized as key performer.
Singing, Listening to music, Travelling and cooking.
Love to cook, sing and listening to music in free time and also love to travel with friends and family.
Timeline
Financial and Investment Counselor
Axis Bank Ltd
07.2022 - Current
MBA - Business Analytics and Risk Management
PGDM
09.2020 - 10.2022
Financial and Investment Planner
HDFC BANK LTD
10.2018 - 07.2022
Customer Service Officer and Accounting Manager
AXIS BANK LTD
09.2014 - 09.2018
Master of Science - Plant Sciences
Mount Carmel College Bangalore
06.2011 - 05.2013
Post Graduate Diploma in Computer Science - Computer Science
National Institute of Information Technology
02.2010 - 01.2011
Bachelor of Science - Botany
Shree Shikshayatan College
06.2008 - 05.2011