Dhanya Venugopal
Delhi
Summary
Dynamic and self-motivated professional with a strong ability to analyze basic accounting information. I am enthusiastic about challenges and demonstrate key behavioral attributes such as a strong work ethic and commitment to excellence. My analytical and advisory skills are complemented by effective communication and interpersonal abilities, allowing me to thrive in fast-paced, demanding environments. I have a solid understanding of financial regulations and customer service which contributes to analytical and problem-solving skills to ensure compliance and mitigating risks. I am a professional with strong experience in financial services, equipped to excel in this role. I excel at multi-tasking and am a collaborative team player. With strong oral and written communication skills in English, including strong presentation abilities, I am also highly proficient in MS Office, particularly Excel, Word, and PowerPoint, ensuring the delivery of high-quality results.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Probationary Officer
South Indian bank
02.2023 - Current
- Analyzed data and information to develop tailored financial products, enhancing client satisfaction and optimizing service quality by 80%.
- Canvassed priority banking products to HNI clients and increased CASA by 30%.
- Provided financial advice to clients on tax-efficient investment schemes and strategies for maximizing returns on their income.
- Assisted clients in planning for their financial futures, focusing on long-term security and wealth growth.
- Analyzing the financial statement of the branch on a daily basis and understanding the changes in the figures of CASA and advances.
- Currently assigned as a Branch Operations Manager and a team leader.
- Developed and implemented strategic planning initiatives that ensured compliance with financial regulations, utilizing data analysis to optimize solutions for clients' global mobility needs
- Led tax planning projects that involved thorough reviews of client records, ensuring accuracy and compliance while providing professional assurance on financial strategies by 80%
- Assessed and mitigated risk in the financial services sector, implementing best practices to enhance quality assurance and maintain client trust in transactions by 100%
Education
Post Graduate Diploma - Finance, Marketing
Rajagiri Business School
Kochi, India05.2022
Bachelor of Business Administration - Management
The Heritage Academy
Kolkata, India06.2019
Skills
- Ms Excel
- Ms Word
- Ms PowerPoint
Certification
- Financial Modelling
- Digital Marketing
- Financial Accounting Foundations
Languages
English
Hindi
Bengali
Malayalam
Technicalskills
- Ms Excel
- Ms Word
- Ms PowerPoint
Timeline
Probationary Officer
South Indian bank
02.2023 - Current
Post Graduate Diploma - Finance, Marketing
Rajagiri Business School
Bachelor of Business Administration - Management
The Heritage Academy
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