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Avneesh Singh
Financial Analyst
Gurgaon
Summary
Dynamic Financial Analyst at Citibank's Transfer Agency division with one year of experience. Certified in Investment Banking and Operations Program, currently pursuing a Post Graduate Diploma in Banking and Financial Services at Symbiosis International University. Proactive learner dedicated to delivering quality results in a fast-paced banking environment.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Financial Analyst (Transfer Agency)
Citibank, Investment Banking
Gurgaon
5 2023 - Current
- Executed and oversaw trade processing for Luxembourg-based transactions.
- Managed indexing processes, ensuring organized and accessible data for audit purposes.
- Acted as a key client liaison, providing updates and addressing inquiries to maintain strong client relationships.
- Compiled detailed reports on trade activities, utilizing data analysis tools for insightful metrics.
- Ensured regulatory compliance in all trade processing and indexing activities.
- Collaborated with cross-functional teams for integrated financial services delivery.
- Conducted extensive analytical investment calculations and reports.
- Provided vital insights for business development initiatives through diligent market research and competitive analysis.
Certified Internet Consultant
Just Dial
Lucknow
04.2022 - 02.2023
- Cultivated strong client relationships through effective communication and trust-building activities, resulting in repeat business opportunities.
- Increased conversion rates by applying persuasive copywriting techniques in web content and advertising materials.
- Improved client satisfaction by crafting customized internet marketing strategies.
- Implemented content marketing strategies to enhance organic search traffic.
- Provided outstanding customer service by promptly addressing concerns and delivering regular progress updates.
- Delivered exceptional customer service by promptly addressing concerns and providing regular progress updates.
Education
Master of Science - Diploma in Banking And Operation
04.2024 - Current
Currently Pursuing:
Post Graduate Diploma in Banking and Financial Services
Symbiosis International University (Expected Graduation: [Month, Year])
- Comprehensive study covering banking operations, financial management, and risk assessment.
- Specialized knowledge in investment banking, financial markets, and regulatory compliance.
- Proficiency in financial analysis, customer relationship management , and digital banking.
- In-depth understanding of international banking, ethics, and corporate governance.
- Expected to graduate with a well-rounded preparation for roles in banking, finance, and related sectors.
BBA - Business Administration And Management
04.2019 - 05.2022
Comprehensive undergraduate program emphasizing business and management. Specialized in finance, marketing, human resources, and organizational behavior. Developed analytical, communication, and decision-making skills. Practical exposure through real-world case studies, internships, and projects.
Skills
Negotiation
Bookkeeping
Financial Reconciliation
MS Excel
Power Point
Financial Planning
Financial Data Analysis
Financial Management
Financial Strategies
Task Prioritization
Analytical Thinking
Teamwork and Collaboration
Interpersonal Skills
Team Collaboration
Time Management
Negotiation
Problem-solving aptitude
Certification
Financial Markets Certificate Yale University, 2024 Comprehensive understanding of global financial markets, covering equities, fixed income, currencies, and derivatives. Proficiency in risk management, portfolio optimization, and market analysis. In-depth knowledge of regulatory frameworks governing financial markets. Expertise in asset valuation, investment strategies, and financial modeling. Completed self-paced 6-week program, showcasing commitment to ongoing professional development.
Accomplishments
- Awarded from District Magistrate for academic performance.
- Received an award for the highest attendance.
- Received A++ in Project Report for Summer internship in College.
- Received the performance of the month in Just Dial in the tenure 0-90 days.
Personal Information
- Father's Name: Vinod Singh
- Date of Birth: 08/04/2001
Additional Qualifications
- Certificate of Achievement (TCS iON Career Edge-Young Professional)
- Certificate of Exemplary Social Service (HelpAge India)
- Certificate of Zonal Basketball Championship (CBSE)
- Ministry of Youth Affairs and Sports, Gov. of India: Basic French
Interests
Exploring
Timeline
Symbiosis International University - Master of Science, Diploma in Banking And Operation
04.2024 - Current
Financial Markets Certificate Yale University, 2024 Comprehensive understanding of global financial markets, covering equities, fixed income, currencies, and derivatives. Proficiency in risk management, portfolio optimization, and market analysis. In-depth knowledge of regulatory frameworks governing financial markets. Expertise in asset valuation, investment strategies, and financial modeling. Completed self-paced 6-week program, showcasing commitment to ongoing professional development.
04-2024
Certification in Investment Banking and Operations at Imarticus Learning Covered end-to-end trade life cycle of listed and OTC products. Familiarity with clearing and settlement systems. Knowledge of AML/KYC procedures. Understanding of asset management and risk management principles.
04-2023
Certified Internet Consultant - Just Dial
04.2022 - 02.2023
National PG College, Lucknow University - BBA, Business Administration And Management
04.2019 - 05.2022
Financial Analyst (Transfer Agency) - Citibank, Investment Banking
5 2023 - Current