Larisa Pereira
Papdy Vasai (W) Mumbai
Summary
Experienced banker with excellent mathematical and analytical skills as well as a devotion to customer service. Sharp banking professional with strategic advice on a range of financial products/ investment (such as stocks, bonds, mutual funds, tax laws and insurance). Track record of increasing sales, improving client retention and growing customer base. A competent Market researcher in outsourcing industry.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Branch Head (Financial Advisor)
CNV Money group of Credit and Vault Investment
03.2023 - Current
- Achieve annual branch business plans for maximum profitability and effectiveness.
- Understand client risk and return profile, identify investment opportunities, provide suitable solutions, and periodic investment portfolio review.
- Managed daily operations of a branch, including customer service, staff scheduling, and product distribution.
Assistant Manager
HDFC Bank
11.2019 - 02.2023
- Assisted in the development of operational strategies to ensure efficient and productive operations like Cash Transactions & Non Cash transactions including forex, Locker operations etc.
- Cross sell of Products across Counter
- Acceptance of Customer request, Clearance of Client Queries Client Servicing.
Senior Web Researcher & Content Editor
Datamatics Business Solutions
06.2018 - 11.2019
- Collect, organize, and maintain data and information from online sources, ensuring data accuracy and integrity.
- Gathered data requirements, understand keywords, gather the best results, and perform other basic data entry duties with strong research ability.
Education
Master of Commerce -
Gonsalo Garcia College
Bachelor of Commerce ( Accounting & Finance) -
Gonsalo Garcia College
HSC - 75%
St. Thomas Baptista Jr College
Skills
- Problem-Solving
- Critical Thinking
- Communication Skills
- Time Management
- Attention to Detail
- Customer Service
- Operations Management
- Decision Making
- Multi-tasking
Certification
- IRDA (Insurance Regulatory and Development Authority of India)
- MSCIT
- Tally ERP 9
Personal Information
- Date of Birth: 07/11/97
- Gender: Female
- Nationality: Indian
Languages
Marathi, English, Hindi
Accomplishments
- Rewarded at Phuket Thailand with Certificate and Trophy with Credit and Vault Investment
- Star Service Excellence Award Certificates with HDFC Bank (5 times)
- Employee of the Month with Datamatics Business Solutions (2 times)
Timeline
Branch Head (Financial Advisor)
CNV Money group of Credit and Vault Investment
03.2023 - Current
Assistant Manager
HDFC Bank
11.2019 - 02.2023
Senior Web Researcher & Content Editor
Datamatics Business Solutions
06.2018 - 11.2019
Master of Commerce -
Gonsalo Garcia College
Bachelor of Commerce ( Accounting & Finance) -
Gonsalo Garcia College
HSC - 75%
St. Thomas Baptista Jr College
- IRDA (Insurance Regulatory and Development Authority of India)
- MSCIT
- Tally ERP 9
Similar Profiles
Murugessen Botlarryadoo (Darren)Murugessen Botlarryadoo (Darren)
Bilingual Business Development Officer at Vault Credit CorporationBilingual Business Development Officer at Vault Credit Corporation
Arvin CostalesArvin Costales
Debt Recovery Specialist- Australian Based Account at Vault Outsourcing, Complete Credit SolutionsDebt Recovery Specialist- Australian Based Account at Vault Outsourcing, Complete Credit Solutions
Hariraj JadejaHariraj Jadeja
Accounting Officer at Vault Credit CorporationAccounting Officer at Vault Credit Corporation