Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Executive
KFIN TECH
02.2023 - Current
Assisting with the daily cash management and position reconciliation to make sure that the funds have sufficient amount to cover their respective investments
Co-ordinating with internal departments as well as external financial institutions to ensure expedient payment processing and completion of transaction settlements
Communicating issues related to payment transfers or settlements to relevant teams such as operations, risk, and compliance teams
Preparing reports and data analysis related to funding and cash management, to be shared with internal stakeholders or clients
Keeping up to date with regulatory compliance and internal policies
Participating in projects related to mutual fund operations and funding as required.
Sr Associate
KFIN TECH
05.2019 - 12.2021
Monitoring daily cash activities and overseeing daily banking relationships with financial institutions
Coordinating with fund shareholders to initiate and process mutual fund share transactions and requests
Compliance with regulatory requirements and standards while carrying out financial transactions
Managing a range of mutual fund banking activities which include updating bank statements, credit updating and other client requests
Producing various data reports related to banking operations, for use by internal stakeholders and clients
Ensuring accuracy and compliance with banking processes and procedures
Support training of new joiner as necessary
Other tasks as needed.
Quality Specialist
KNOAH SOLUTION
07.2016 - 02.2019
Evaluate the transactions by following the quality guidelines provided by the client
Follow the evaluation plan and ensure the productivity targets set by the client is reached
Identify the coaching opportunities for the agents from different sites and provide feedback
Analysis of information based on trends identified from the evaluations
Attend the internal/external calibration session based on the schedule prepared by the analyst.
Quality Associate
3I INFOTECH BPO
05.2014 - 03.2016
Understanding the implementation of KYC standards, guidelines, policies and procedures
Handling and maintenance of confidential client documents
Review of client data and processes to meet firm wide quality standards
Quality representative means auditing the documents
Verifying all given proofs in website and finding the duplicate accounts from the database
Education
Pursuing M. Com -
Kalinga Institute of Industrial Technology
Bachelor of commerce (Computers) -
Dr Br Ambedkar University
01.2017
Intermediate -
Sultan Ul Uloom Jr college
01.2009
SSC -
God’s Glory High School
01.2007
Skills
MS Office
Tally Prime
Time Management
Communication
Operations management
Team Leadership
Certification
Completed diploma in computerized accounting from global accounting institute Hyderabad.
Completed 32 hrs. online course of tally prime with GST returns from learnmorepro.com