PALLAVI SHARMA

Project: Staircase - Data Annotation (Financial Indexing).

Key Roles & Responsibilities:

• Mapping content of financial documents with defined data points in the online platform.
• Compiling economic data into a single metric or comparing data to such a metric.
• Dealing with financial documents of various sectors including loan, insurance and banking.
• Complete the assigned targets working to timelines whilst adhering to great quality standards.

Project: - V7 Bain - Data Annotation (Financial Indexing)

• Preparation of spreadsheet template with financial information as per client requirements.
• Constructing the key data from the financial annual filling of the companies provided by client.
• Adhering to the key metrics while extracting the data of the annual, quarterly and investor presentation and earning presentation of the companies.
• Complete the assigned target working to timelines whilst adhering to great quality standards.

Project: - Ernst & Young (Fraud Analyst)

• Preparation Fraud database Template as per client requirements on historic fraud events.
• Research all fraud events using different sources & Media as per description provided.
• Complete the assigned target working to timelines whilst adhering to great quality standards.

Project: - Microsoft - Non-English Documents

• Extraction and searching various documents bucket in non-English language (Chinese, Japanese, French and Spanish) as per client requirements.
• Complete the assigned target working to timelines whilst adhering to great quality standards.

Key Roles & Responsibilities:

• Responsible for making debit note for Brokerage to the clients. (NCDEX, MCX & NSEL).
• Responsible for making debit note for Commission to the clients. (NCDEX, MCX & NSEL).
• Responsible for entry in back-office software of sale & purchase bills.
• Responsible for Exchange pay in and payout entry of MCX & NCDEX.
• Responsible for DP & Storage Charges identification & entries of the same in the back-office software.
• Resolving miscellaneous client queries through telephonically or mail based.
• Responsible for downloading MCX, NCDEX & NSEL, delivery files from FTP.
• Responsible for reconciliation of exchange settlement A/cs. (NCDEX, NSEL, MCX, EXCHANGE DUES) and posting of related entries in the software.
• Regularly prepare pay in or payout report and mail it to the banking Department.
• Responsible for initial working of pro & client stock.
• Responsible for checking of TDS and Service Tax entries.
• Preparing for commission agent agreement.
• Preparing of debit note of clients as per clients’ query.