Meena Jaiswal
Pune
Summary
Seeking a position as a Business Analyst/Data Analyst in a dynamic and challenging environment with 5 years of banking experience, solid data analysis, and business intelligence skills can be utilized to drive data-driven decision-making and optimize business processes. Hardworking employee with multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
6
6
years of professional experience
Work History
Deputy Manager (Authorizer Role)
Kotak Mahindra Bank
PUNE
03.2022 - 04.2024
- Managed all trade operations products and forex transactions, including inward and outward remittances for goods and services (Advance & Direct payment, Services Payments), while ensuring thorough documentation scrutiny
- Gained knowledge in Payments, Swift Messaging(MT103,MT102),ISO20022 Messaging, real-time payments(RTGS), and end-to-end payment processes
- Acquired experience and knowledge in payment products like Cross-border TT, RTGS, ACH ,FAST payments
- Ensuring proper utilization of deal booking in CASH/TOM/SPOT/Forward contracts
- Collaborated with cross-functional teams to enhance payment processing systems
- Background check on every transactions and purpose of the transactions in remittances
- Processing individual LRS transactions, issuance of forex card, FCNR bookings
- Responsible for supervising effective branch operations, branch audit compliance, service quality audit at regular interval along with team
- Efficiently checking all the customer instructions and controlling FTNR
- Applied Sound knowledge of fixed income securities, capital markets, and investment strategies to support customer transactions and optimize portfolio performance
- Leveraged knowledge of mutual funds and capital markets to recommend suitable investment products to clients and enhance their financial outcomes.
Personal Banker (Assistant Manager)
HDFC BANK LTD
Pune
01.2021 - 03.2022
- Handled Banking Operations on Oracle Flex cube software used to carry daily transactions efficiently and smoothly
- Expertise in Core Banking Operations- Payments, loans, assets and liabilities, KYC, AML, retail banking
- Investment solution to the customers
- Performed internal audits to ensure efficient banking operations
- Efficiently checking all the customer instructions and controlling FTNR
- Responsible for managing investment portfolios and providing investment advices
- Provided clients with analysis on their current investment portfolio in terms of risk assessment, total return, retirement, and efficiency
- Along with all Investment products, deal with all different types of consumer needs from Checking (Personal and Home Loan), Money Market, and CD's to Credit cards, Home Equity Loans and Lines of credit, and Mortgages.
Assistant Manager
AXIS BANK
Pune
04.2018 - 08.2020
- Handled Banking Operations on Finacle software used to carry daily transactions efficiently and smoothly
- Managed escalated queries and complains of customers and providing one-time resolutions or escalating those issues to relevant places or person
- Co-ordination with the other department heads to maintain the TAT in respect of customer service issues and customer related queries
- Handled operational and teller work as well which comprised of deposits, withdrawals, transfers, and loan payments
- Extensive operational knowledge of various financial instruments and related principles
- Responsible to deal with investments and new accounts every day.
Education
Post Graduate Diploma in Banking Operations -
NIIT Institute of Finance, Banking and Insurance
Master of Business Administration (M.B.A.) - Finance
Institute of Professional Education And Research (IPER)
Bachelor of Commerce (Honors) -
Devi Ahilya Vishwavidyalaya(DAVV) University
Skills
- Certified Scrum-Agile
- Business Process Modelling
- Requirement Elicitation & Gathering
- Financial Advising
- Stakeholder Management
- Documentation and Reporting
- Risk Assessment
- Data Analysis
- Data Visualization in Tableau, Power BI
- Basic of My SQL
- Advanced Excel
- Reporting and Dashboard Creation
- Documentation Tools: MS Word, MS PowerPoint, MS Advance Excel
- Documentation preparation: BRD, FRD
- Dashboard Creation- Advance Excel, PowerBI, Tableau
- Database Tools: MS SQL
- BA Tools- Jira
Certifications
· Certified ScrumMaster (CSM) - Scrum Alliance
· Certification in Data Analyst from ExcelR Institute
· Certification in NISM Mutual Fund Series V
Languages
- English, Professional Working Proficiency
- Hindi, Native or Bilingual Proficiency
- Marathi, Understanding
Hobbies and Interests
- Market Analysis Enthusiast
- Financial markets and trading
Projects
forexforex
Zepto Sales Analysis with AI Support, Conducted comprehensive sales analysis for Zepto using ChatGPT and generative AI., Excel, Power BI, Tableau, Analyzed large datasets to uncover patterns and correlations, providing actionable recommendations for sales strategy optimization. Portfolio Management (Agile Methodology), An automated application that will help relationship managers to track all their customer's data in one click and help them to service their customers and capture all fresh business opportunities.
Timeline
Deputy Manager (Authorizer Role)
Kotak Mahindra Bank
03.2022 - 04.2024
Personal Banker (Assistant Manager)
HDFC BANK LTD
01.2021 - 03.2022
Assistant Manager
AXIS BANK
04.2018 - 08.2020
Post Graduate Diploma in Banking Operations -
NIIT Institute of Finance, Banking and Insurance
Master of Business Administration (M.B.A.) - Finance
Institute of Professional Education And Research (IPER)
Bachelor of Commerce (Honors) -
Devi Ahilya Vishwavidyalaya(DAVV) University
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