PAYAL SIKDAR
Kolkata
Summary
Experienced with a demonstrated history of working in the financial investment industry. Skilled in Training, Financial Analysis, with exposure in both mutual funds. Detail-oriented Senior Account Associate knowledgeable about setting up accounts, tracking deliveries and documenting updates. Looking for a challenging role with a growing team.
Overview
7
7
years of professional experience
Work History
Fund Specialist
HSBC
Kolkata
06.2024 - Current
- Generated reports to track performance metrics of team members.
- Coordinated with other departments to ensure efficient workflow processes.
- Assisted in developing strategies to increase customer satisfaction levels.
- Reviewed documents for accuracy prior to submission or publication.
Senior Financial Services Account Associate
FIS PVT LIMITED
HYDERABAD
10.2023 - 06.2024
- Day to day handling of fund dealing for EMEA, UK, Middle East offices
- Handling Quality Control, reports, and emails
- Responsible for monitoring various EOD checks to ensure accuracy of inventory.
Financial Services Account Associate II
FIS PVT LIMITED
HYDERABAD
10.2022 - 09.2023
- Responsible for funds deal processing which includes: - Processing all funds transactions
- Ensuring all required documentation is completed and accurate
- Updating and maintaining all required records
- It requires excellent attention to detail and a strong understanding of financial procedures and various funds as it involves rules and regulations pertaining to specific countries and must be performed with utmost accuracy and efficiency.
TA OPS REPRESENTATIVE
FRANKLIN TEMPLETON INVESTMENTS
HYDERABAD
08.2021 - 09.2022
- Responsible for accurately researching, analysing , evaluating and documenting AML Know Your Customer (KYC) information and taking appropriate action to protect the company against risk of money laundering activity.
SENIOR ASSOCIATE – OPS
WNS GLOBAL PRIVATE LIMITED
VISAKHAPATNAM
02.2019 - 03.2021
- Accurately processed payments for services and products to meet financial goals for the US based healthcare insurance company
- Provided support to customers by resolving their issues in role of Claim Benefit Specialist.
TRANSACTION PROCESSING SPECIALIST
CONCENTRIX PVT LTD
VISAKHAPATNAM
05.2018 - 11.2018
- Controlled all confidential and proprietary information released to company clients
- Responsible for monitoring various company databases to ensure accuracy of inventory.
Education
MBA -
DR. LANKAPALLI BULLYYA COLLEGE
VISAKHAPATNAMBBA -
DR. LANKAPALLI BULLYYA COLLEGE
VISAKHAPATNAMINTERMEDIATE (10+2) -
RR BH R. GOVT COLLEGE
KAKINADA10TH - ICSE
Auxilium Convent School
Kolkata, West BengalSkills
- Reviewing records, Client-focused, Customer Service Expert and handling business operations
- Email handling, Reports handling and quality management
- STRENGTHS: Good communication skills, positive attitude and adaptable to any kind of situation, quick learner
- P>Compliance understanding
- P>Self-Motivated
- P>Training and Development
Additional Information
INTERNSHIP:
⮚ COMPLETED PROJECT WORK ON "WORKING CAPITAL MANAGEMENT" AT VAIBHAV JEWELLERS PVT. LTD. FOR A PERIOD OF 2 MONTHS.
⮚ COMPLETED INTERNSHIP ON "BUDGET ANALYSIS AT BHPV BHEL, VIZAG FOR ONE DURATION OF ONE MONTH.
⮚ UNDERGONE INTERNSHIP AT COROMANDEL INTERNATIONAL LTD.
Languages
English
Advanced
C1
Hindi
Advanced
C1
Bengali
Advanced
C1
Telugu
Upper Intermediate
B2
Timeline
Fund Specialist
HSBC
06.2024 - Current
Senior Financial Services Account Associate
FIS PVT LIMITED
10.2023 - 06.2024
Financial Services Account Associate II
FIS PVT LIMITED
10.2022 - 09.2023
TA OPS REPRESENTATIVE
FRANKLIN TEMPLETON INVESTMENTS
08.2021 - 09.2022
SENIOR ASSOCIATE – OPS
WNS GLOBAL PRIVATE LIMITED
02.2019 - 03.2021
TRANSACTION PROCESSING SPECIALIST
CONCENTRIX PVT LTD
05.2018 - 11.2018
MBA -
DR. LANKAPALLI BULLYYA COLLEGE
BBA -
DR. LANKAPALLI BULLYYA COLLEGE
INTERMEDIATE (10+2) -
RR BH R. GOVT COLLEGE
10TH - ICSE
Auxilium Convent School