Kavya N
Banking and Finance
Kolar
Summary
Financial operation associate with over 3 years of experience specializing in Indexing and online registration for international banking. I can implement effective banking and corporate strategies at local and global levels. My greatest strength is business awareness, which enables me to permanently streamline infrastructure and application.
Overview
3
3
years of professional experience
12
12
years of post-secondary education
5
5
Languages
Work History
Financial Associate
Wipro
Bangalore
05.2022 - 02.2023
- Expanded customer base through community outreach and strategic business partnership
- Processed timely requisition and other business forms, checking account balances and approving purchases.
- Advising other departments on best practices related to fiscal procedures
- Served as an enthusiastic and knowledgeable financial Associate in this reputation company.
- Managed all financial aspects over 30+ customers and effectively managed the client's budgets for the Advisor service fees process.
- Advised for the procedural changes in communicating and implemented appropriate temp lets and short message service for client communication.
- Promoted and marketed finance and security products to customers.
Wealth Operation Analyst
ANZ
Bangalore
09.2019 - 05.2022
- Cultivated and strengthened relationship with new clients and educated clients on account services and capabilities
- Created analysis and performance reports for management teams to review.
- Brought forth an in-depth knowledge of financial terms.
- Brought forth exemplary communication skills.
- Kept client financial plans optimized for current market trends and economic conditions
- Managed over high volume of 300 plus in a day
- Supported for additional withdrawal process during pandemic times
- Achieved greater volume clearance and short message services at pandemic for essay communication
Education
Ph.D. - Finance
Provident University
Wilmington, DE. USA 05.2019 - 11.2023
MBA - Finance and HR
Bangalore University
Bangalore, India 06.2017 - 06.2019
B.com - Accounting and taxation
Bangalore University
Karnataka, India 05.2014 - 05.2017
PUC - EBACs
Bangalore University
Karnataka, India 03.2012 - 03.2014
SSLC - State Board
Karnataka Secondary Education Examination Board
Karnataka, India 01.2012 - 04.2012
Skills
MS office
Tally ERP
Power BI
Tableau
NSE
Teamwork
Time management
Problem-solving abilities
Multitasking Abilities
Conflict resolution
Accomplishments
- Awarded as Best Manager in Management Fest conducted by IIBS, Bangalore
- Secured First class in Computer Education system in Karnataka Secondary Education Board, Bangalore
- Placed as Internship and Assignment Coordinator in Corporate Interface Team at International Institute Business Studies
Timeline
Financial Associate
Wipro
05.2022 - 02.2023
Wealth Operation Analyst
ANZ
09.2019 - 05.2022
Ph.D. - Finance
Provident University
05.2019 - 11.2023
MBA - Finance and HR
Bangalore University
06.2017 - 06.2019
B.com - Accounting and taxation
Bangalore University
05.2014 - 05.2017
PUC - EBACs
Bangalore University
03.2012 - 03.2014
SSLC - State Board
Karnataka Secondary Education Examination Board
01.2012 - 04.2012
Additional Information
Organization: Hindustan Coca Cola Beverage Private Limited, Bangalore.
● Duration: 2 Months (Aug 1,2018 to Sep 31,2018)
● Job Title: Project Intern
● Job Description: The project work was based on the accrual basis of accounting with reference to provisions ageing review and clearance in Hindustan Coca Cola Beverage Private Limited.
Organization: Salona Coat spin Limited, Coimbatore.
● Duration: 3 Months (April 1,2019 to June 30,2019)
● Job Title: Project Intern
● Job Description: The project work was based on the Debt – Equity mix of Capital with reference to Salona Cotspin limited.
Languages
English
Kannada
Hindi
Telugu
Tamil
Aspiration
Professional Certificate Program in Financial Modelling and Analysis in association with PwC Academy is in progress
Personal Information
- Date of Birth: 09/14/96
- Gender: Female
Academics
- National Conference Participation (Business Opportunities and Challenges in the Cashless Era)
- Participated in IIM Calcutta Event on Business Analytic
- Participated in Workshop on WTO and Preview of International Trade Landscape Conducted by IIM Bangalore
- Team leader of Corporate Interface Team CIT (project and internship) at IIBS, Bangalore
- Team leader of Rotaract club (Club service committee) at IIBS, Bangalore
- Cleared National Stock Exchange (NSE) Beginners Module Exam
- Participated in a Budget analysis conference in International Institute of Business Studies
Csr Activities
- Participation in sampling plantation activity at Mylanahalli, Organized by Shell Ltd with IIBS, Bangalore
- Participated in Coca-Cola plastic bottle recycling campaign organized by HCCB Pvt Ltd
- Took posting as the vice president in Rotaract club, IIBS Bangalore
Aspiration
Professional Certificate Program in Financial Modelling and Analysis in association with PwC Academy is in progress
Academics
- National Conference Participation (Business Opportunities and Challenges in the Cashless Era)
- Participated in IIM Calcutta Event on Business Analytic
- Participated in Workshop on WTO and Preview of International Trade Landscape Conducted by IIM Bangalore
- Team leader of Corporate Interface Team CIT (project and internship) at IIBS, Bangalore
- Team leader of Rotaract club (Club service committee) at IIBS, Bangalore
- Cleared National Stock Exchange (NSE) Beginners Module Exam
- Participated in a Budget analysis conference in International Institute of Business Studies