Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Ashish Rana

Senior Analyst
Gurugram
Ashish Rana

Summary

Multi tasking result-driven and dynamic banking professional with finance background having capability of working under pressure with excellent strategic time management skills moreover having plus 3 years of experience with US second largest financial institution Bank of America within consumer lending and wealth management operations with having a proven track record in financial service industry and keen interested to Join an organisation for immense opportunities Education

Overview

4
years of professional experience
4039
years of post-secondary education

Work History

Bank of America

Senior Analyst
03.2022 - 12.2024

Job overview

  • Company Overview: Within Wealth Management Operations Global Wealth Investment Management team with business responsibility to serve the clients of Merill Lynch branches by managing their wealth providing them best quality service on their needs
  • Within Wealth Management Operations Global Wealth Investment Management team with business responsibility to serve the clients of Merill Lynch branches by managing their wealth providing them best quality service on their needs as well helping and supporting them to achieve their goals as being Financial transaction processor within business my key responsibility to maintaining or taking care of clients retail and retirement accounts within that I am responsible to overseeing, monitoring, analysing and interpretating the complex clients data financial transactions information into the paperwork analytically by monitoring the assets, transactions and securities moving between one firm to another and request containing financial transactions data information is initiated or entered by Merill Lynch branch office client associates and I am required for approval of those requests as per the interpretation and analysis as well as I am required to investigate and identifying the complexity of entered data into the paperwork as per the interpretation and if ends up by identifying any complexity with the data such as missing conflicting or uniterpretable however will return that particular request to initiated client associate on priority by collaborating and addressing the branch regarding the identified issue and asked them to re-enter the request after updation or correction into the paperwork with required information
  • Also responsible for assisting, collaborating and delivering best quality service to our branch office client associates via various communication channels regarding their returned request however will collaborate and provide them best resolution in a professional, polite and in a well disciplined manner through our end regarding their queries and issues raised by them via communication channels so that they can get best assistance and resolution through our end and able to re-enter the request
  • Within Wealth Management Operations Global Wealth Investment Management team with business responsibility to serve the clients of Merill Lynch branches by managing their wealth providing them best quality service on their needs

Bank of America

Analyst
01.2021 - 03.2022

Job overview

  • Company Overview: Within consumer lending cards operations
  • Within consumer lending cards operations
  • As processor I was responsible to taking care of multiple queues at same time initial keying and rekeying in both queues I was required to enter and then re-enter the customer credit card information into the application for approval by overseeing into the paperwork with information provided for approval within our respective queues as well as by managing volume into those queues dynamically I was required to identify or investigating customer's complex data information into the document and being responsible to interpretate the complexity of mentioned data into the paperwork to overseeing, analysing, monitoring and interpretating the complex data information within document to maintaining quality however by interpretating and analysing complex data information analytically into the paperwork will take action as per interpretation and if all required information is accurately mentioned into the paperwork will approve that particular request and incase any complex data identified within the paperwork however will return that particular request to initiated team for updation or correction by collaborating them and addressing about the identified issue into the paperwork
  • Within consumer lending cards operations

Education

Uttarakhand Technical University
Dehradun, Uttarakhand, India

MBA/PGDM from Finance
05.2020

Hemwati Nandan Bahuguna Garhwal University
Srinagar, Uttarakhand, India

B.B.A/ B.M.S from Finance
05.2018

Skills

Adaptability

Timeline

Senior Analyst

Bank of America
03.2022 - 12.2024

Analyst

Bank of America
01.2021 - 03.2022

Uttarakhand Technical University

MBA/PGDM from Finance
04.2020

Hemwati Nandan Bahuguna Garhwal University

B.B.A/ B.M.S from Finance
04.2018

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Ashish RanaSenior Analyst