Summary
Overview
Work History
Education
Skills
Other Qualifications
Personal Information
Projects
Languages
Timeline
Disclaimer
AdministrativeAssistant

Madhu Gupta

Gurgaon

Summary

Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach's trustworthy professional, team player with exceptional customer service skills and a positive attitude looking forward to a challenging position that will capitalize on acquired expertise in underwriting, investment and banking operation, corporate finance and management.

Overview

11
11
years of professional experience

Work History

Manager (Trade Finance - Operations & Marketing)

Micro Cultur
03.2023 - Current
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Analyzed and monitored portfolio credit performance against expectations and recommended improvement strategies.
  • Organized participation in international trade shows and events, showcasing company products and services to potential customers worldwide.
  • Implemented digital marketing strategies, including social media advertising and content creation, resulting in increased online engagement from international audiences.
  • Optimized email campaigns to increase open and click-through rates.
  • Used CRM tools and reporting to track progress from lead to customer.
  • Increased efficiency in processing letters of credit, BG/PBG, SBLC, pre advise messages, by implementing standardized procedures under UCP guidelines.
  • Ensured timely settlement of outstanding LCs by closely monitoring payment schedules and liaising with counterparties to resolve discrepancies promptly when necessary.
  • Mentored junior team members, providing guidance on best practices for creating compelling content tailored toward specific geographic regions.
  • Adjusted end-to-end KYC process needs to align with workforce capabilities.

Sr. Relationship Manager (Trade Finance)

Yield 4 Finance Pvt. Ltd
01.2021 - 02.2023
  • Researched current trends to identify prospective customers and determine specific needs.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Improved team collaboration with regular meetings, progress updates, and transparent communication.
  • Monitored marketing environment and re-evaluated global marketing plan accordingly.
  • Managed social media accounts to boost company visibility, generating increased interest from prospective clients and customers.
  • Streamlined import/export processes by implementing efficient systems for tracking shipments, managing documentation, and monitoring regulatory changes.
  • Managed a diverse array of financing instruments such as letters of credit, guarantees, and open account transactions to cater to different client needs effectively.
  • Ensured compliance with all relevant legislation through diligent monitoring of updates in laws related to international trade relations.
  • Assisted clients with structuring complex trade finance deals, providing expert guidance throughout the process.
  • Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
  • Managed complex trade finance portfolios, achieving high levels of customer retention and satisfaction.

Senior Executive

Utkarsh Small Finance Bank
09.2020 - 12.2020
  • Supervised branch operations and made continuous improvements in each area.
  • Improved branch performance by consistently meeting and exceeding sales targets through effective cross-selling of financial products.
  • Boosted operational efficiency by conducting regular audits of internal controls, procedures, and compliance measures.
  • Assisted in handling documentation for process changes in agency systems.
  • Exceeded client expectations with comprehensive knowledge of banking services, enabling swift problem resolution during consultations.

Teller (Executive)

Jana Small Finance Bank
08.2019 - 05.2020
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Used POS system to enter orders, process payments and issue receipts.
  • Handled various accounting transactions.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Processed applications for new accounts.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Assist with branch operations and administrative tasks.
  • Ensure compliance with banking regulations and procedures

Assistant Manager

Axis Bank
06.2017 - 07.2019
  • Facilitated smooth daily operations by managing cash transactions, balancing teller drawers, and reconciling discrepancies in a timely manner.
  • Assessed loan and account applications, making informed decisions to minimize risk while promoting financial growth for clients.
  • Enhanced customer satisfaction by efficiently addressing and resolving banking inquiries.
  • Onboarding customers as per compliance with proper KYC due diligence.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

Finance Internship

We Mark Marketing Pvt. Ltd
Gurugram
2016.04 - 2016.06
  • Utilized strong communication abilities during presentations which led to increased understanding among colleagues regarding project goals and objectives.
  • Completed financial reports, providing insight into performance, operations, and cash flow.
  • Input financial data and produced reports using Tally ERP9 [Software].
  • Participated in professional accounting development opportunities to enhance skill set, contributing to overall intern growth and potential future employment prospects.

Sr. Financial Advisor

PNB MetLife
06.2013 - 05.2015
  • Streamlined internal processes by implementing innovative technology solutions for better efficiency in client management.
  • Crafted suitable financial strategy for each client based upon his or her needs and future goals.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Mentored junior advisors to enhance team performance and drive overall success within the firm.

Education

MBA - Finance and Marketing

IIT (ISM) Dhanbad
01.2017

BBA - Bachelor of Business Administration

SHRIDHAR UNIVERSITY
01.2013

Skills

  • International Trade Finance Services
  • Financial Advisor
  • Branch Operation and Sales - Teller, CASA, Life Insurance/General Insurance, Secured /Unsecured Loan
  • Client Relationship management
  • Research and analysis
  • International mobility management
  • Professional Accounting "Tally" All versions
  • Microsoft Office Suite
  • Supervision and leadership
  • Fast Learner
  • Analytics

Other Qualifications

  • Certificate of completion Bank Guarantee, Letter of Credit, Standby Letter of Credit
  • IRDA Qualifier (Insurance Regulatory & Development Authority)
  • AMFI qualifier (Association of Mutual Funds of India)
  • Qualifier of UIDAI Supervisor Certificate
  • DEALER in National Stock Exchange
  • Cleared N.C.F.M Derivative Dealer Module
  • Cleared N.C.F.M Capital Dealer Module
  • Cleared N.C.F.M Beginners Dealer Module

Personal Information

  • Date of Birth: 12/16/92
  • Nationality: Indian / Hindu
  • Marital Status: Married

Projects

Ratio Analysis Comparative Analysis in Mutual Funds

Languages

English
Hindi

Timeline

Manager (Trade Finance - Operations & Marketing)

Micro Cultur
03.2023 - Current

Sr. Relationship Manager (Trade Finance)

Yield 4 Finance Pvt. Ltd
01.2021 - 02.2023

Senior Executive

Utkarsh Small Finance Bank
09.2020 - 12.2020

Teller (Executive)

Jana Small Finance Bank
08.2019 - 05.2020

Assistant Manager

Axis Bank
06.2017 - 07.2019

Finance Internship

We Mark Marketing Pvt. Ltd
2016.04 - 2016.06

Sr. Financial Advisor

PNB MetLife
06.2013 - 05.2015

MBA - Finance and Marketing

IIT (ISM) Dhanbad

BBA - Bachelor of Business Administration

SHRIDHAR UNIVERSITY

Disclaimer

I solemnly affirm that all information furnished above is accurate to the best of my knowledge and efficiency.

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