Avantika Singh
Noida,UP
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work History
Senior Business Analyst
Ameriprise Financial
01.2023 - Current
- Managed Registered principle expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
- Created detailed user stories for system enhancements, leading to improved functionality and user satisfaction.
- Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
- Improved project efficiency by analyzing business processes and identifying areas for improvement.
Business Analyst
Ameriprise Financial
11.2021 - 12.2022
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Improved business processes by analyzing current practices and recommending optimization strategies.
Process Trainee
Ameriprise Financial
12.2019 - 10.2020
- Detect, review and report potentially suspicious activities, and analyze data to check for errors and inaccuracies
- Timely re-visit the Compliance policies and procedures; contribute towards educating the team on various financial crimes and fraud
- Review electronic communications and Money Movement of Advisor in consistency to firm and regulatory rules and requirements
- Use any available research tools (Internet; Company website; Vendors website) to identify publicly available information concerning electronic communications identified for additional examination
- Documentation and Reporting of escalation, the finding/ red flags to the right area and follow up on red flags or queries from different area and Registered
- Analyzing the records and maintain the trends and patterns
- Enhancement of existing process and provide day to day assistance to the team; the resource should be able to mentor the new hires and provide support to other reviewers
- Examine information or a situation in detail to identify key or important elements, their strengths and weaknesses and use these to compile a persuasive argument, make recommendations or solve a problem.
Business Development Officer
RK Marble Pvt Ltd
New Delhi, Ghaziabad
03.2019 - 11.2019
- Delivery of sales and lead generation to/from schools, customers and distributors across a number of global territories, using email, telephone and WebEx sales activity
- Ensure strong revenue growth across campaigns whilst delivering excellent client service while working independently
- Complete and implement sales focused activity with some supervision
- Responsible for achieving the sales & collection budgets in the territory assigned through planning
- Manage and maintain accurate records using Salesforce and Excel spreadsheets
- Use KPIʼs to manage goals and objectives to measure against performance
- Establish effective relationships with customers and agents across Delhi NCR
- Shadowing members of the accounting department as they perform their duties
- Assisting with Research, working on MS Office, filing, data entry, and recording and maintaining accurate, making PowerPoint presentations
- Preparing financial reports, such as balance sheet, invoices, income statement and other related reports.
Education
BBA - Business Studies
Modern Girls College
Lucknow 07.2013 - 06.2016
PGDM - Finance and Marketing
Institute of Management Studies
Ghaziabad 07.2017 - 07.2019
Skills
- Problem solving
- Communication
- Microsoft Office
- Decision making
- Leadership
- Email writing
- Risk assessment
Work Preference
Work Type
Full TimeLocation Preference
HybridRemoteOn-SiteImportant To Me
Career advancementCompany CultureWork-life balanceHealthcare benefitsFlexible work hoursLanguages
English
Upper intermediate (B2)
Hindi
Advanced (C1)
Timeline
Senior Business Analyst
Ameriprise Financial
01.2023 - Current
Business Analyst
Ameriprise Financial
11.2021 - 12.2022
Process Trainee
Ameriprise Financial
12.2019 - 10.2020
Business Development Officer
RK Marble Pvt Ltd
03.2019 - 11.2019
PGDM - Finance and Marketing
Institute of Management Studies
07.2017 - 07.2019
BBA - Business Studies
Modern Girls College
07.2013 - 06.2016
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