Nikita Naresh Jadhav
Navi Mumbai
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
2
2
years of professional experience
Work History
Relationship Executive
I & I Financial Services
07.2021 - 04.2022
- Maintain Relationship with Trading and loan customer.
- Assessed loan requests and evaluated the needs of clients seeking loans.
- Carefully reviewed all loan agreement to ensure their compliance with policies.
- Worked collaboratively with loan term regarding the conditions of loans and rates.
- Enter new customer information into system. Update existing customer information.
- Responsible to educate and Advise clients of the policy.
- Manage and resolve customer complaints.
- Provide customers with product and service information.
- Prepare reports by collecting, analyzing, and summarizing information
Operational Analyst
CITCO Shared Services
06.2020 - 01.2021
- Support client relationships and any new clients or existing migrations.
- Produce daily operational deliverables with multiple tight deadlines.
- Extract statement from broker website such as Morgan Stanley, Barclays and Goldman Sachs etc to reconciliation with AEXEO system.
- Verify trade details, security setup and pricing in accordance with third party resources such as BLOOMBERG.
- Escalate priority issues to supervisor or manager in a timely and detailed manner.
- Performing reconciliation of bond, broker accrual, Dividend and swap.
Education
Certified Fraud Examiner -
ACFE
Texas, USA01-2025
CIA PART 1 (ATTEMPTED) -
THE INSTITUTE OF INTERNAL AUDITOR
Mumbai, India01-2025
Internal Audit and Consulting Masterclass -
Thinking Bridge
Delhi, India01-2025
Statutory Audit Masterclass -
Thinking Bridge
Delhi, India01-2024
Certified Investment Banking Operations Professional - Swaps, Derivatives and Fixed Income Securities, Trade Life Cycle, Reconciliation, Asset Management, Corporate Action
Imarticus Learning
Thane, Mumbai01-2020
Master of Commerce - M.COM PART-1
Kalina University
Kurla, Mumbai01-2018
Bachelor of Accounting and Finance - Maharashtra Board
Sterling college of arts and commerce
Nerul, Mumbai01.2016
Skills
- Microsoft Excel
- 30 hours of hands-on audit and Excel training, control, and substantive testing procedures, and work paper documentation
- 25 hours of hands-on review of internal audit, business processes, key risks, controls, and audit procedures
- Effective communication skills
- Teamwork
- Client service
- Flexibility and adaptability
- Attention to detail and accuracy
Additional Information - Language Known
- English
- Hindi
- Marathi
Timeline
Relationship Executive
I & I Financial Services
07.2021 - 04.2022
Operational Analyst
CITCO Shared Services
06.2020 - 01.2021
Certified Investment Banking Operations Professional - Swaps, Derivatives and Fixed Income Securities, Trade Life Cycle, Reconciliation, Asset Management, Corporate Action
Imarticus Learning
Master of Commerce - M.COM PART-1
Kalina University
Bachelor of Accounting and Finance - Maharashtra Board
Sterling college of arts and commerce
Certified Fraud Examiner -
ACFE
CIA PART 1 (ATTEMPTED) -
THE INSTITUTE OF INTERNAL AUDITOR
Internal Audit and Consulting Masterclass -
Thinking Bridge
Statutory Audit Masterclass -
Thinking Bridge
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