POLEPALLI LAVANYA
Bengaluru,Karnataka
Summary
Dynamic MIS-Associate at Knight Frank India Pvt Ltd, excelled in client care, streamlined agreement management, and led compliance initiatives, ensuring adherence to RERA and PMLA. Leveraged expertise in legal research and Excel to enhance operational efficiency. Renowned for exceptional communication skills and a collaborative approach, significantly contributing to cross-departmental projects.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Intern
GOODWILL WEALTH MANAGEMENT PVT LTD
05.2022 - 06.2022
- Evaluated customer needs and feedback to drive product and service improvements.
- Sorted and organized files, spreadsheets, and reports.
- Explored new technologies and approaches to streamline processes.
MIS- Associate in Compliance Team
Knight Frank India Pvt Ltd
05.2023 - Current
- Client Care & Solutions : Acted as the primary contact for client care, providing tailored solutions to address client needs and ensuring smooth communication between the client and internal teams.
- Agreement Management : Managed and updated client and vendor agreement trackers, ensuring accuracy and timeliness in tracking ongoing agreements and renewals.
- Approval Coordination : Collaborated with vertical heads, finance, HR, and clients to secure all necessary approvals and confirmations before updating agreements and ensuring compliance with internal policies.
- Legal Support : Assisted in legal matters by conducting legal research, issuing legal updates, and maintaining documentation related to board membership and external consents.
- Compliance Monitoring : Ensured implementation, compliance, and updating of documents as per legal requirements. Monitored compliance with statutory policies (RERA, PMLA) and internal guidelines, ensuring that all relevant registrations and renewals were completed on time.
- Regulatory Filings : Assisted in filing and renewing mandatory registrations for RERA, PMLA, and other applicable statutory requirements, ensuring compliance with legal frameworks.
Education
BBA - Finance
AIMS Institute of Higher Education
Bengaluru, India09.2022
Physics, Chemistry, Maths , Biology
Ashoka Composite Pre- University College
Bengaluru, India03.2018
Rainbow Schools -SSC
Andhra Pradesh, India05.2016
Skills
- Business Analysis
- Financial Reporting
- Customer Relationship Management (CRM)
- Marketing Strategies
- Agreement and Contract Management
- Legal Research & Compliance
- Regulatory Filings (RERA, PMLA)
- Document Management & Tracking
- Cross-Departmental Collaboration (Finance, HR, Legal)
- Statutory Policy Compliance
- Proficient in Microsoft Excel, Word, and PowerPoint
- Soft Skills : Communication, Teamwork, leadership Problem-Solving, Adaptability, Time Management
Certification
- Blockchain 360: A State of the Art for Professionals, EIT DIGITAL, May 2020
- Writing and Editing: Word Choice and Word Order, University of Michigan- June 2020
- The Arts and Science of Relationships: Understanding Human Needs, University oof Toronto- Nov 2020
- Marketing in a Digital World, COURSERA-University of Illinois at Urbana-Champaign- Feb 2023
- Introduction to Microsoft Excel, COURSERA- Feb 2024
- Introduction to Data Analysis using Microsoft Excel, COURSERA-Feb 2024
- Creating a Budget with Microsoft Excel, COURSERA-Feb 2024
- Create a Budget with Google Sheets, COURSERA-Feb 2024
- Investment Risk Management, COURSERA-Feb 2024
- Seeking Investment Alpha, COURSERA-Feb 2024
- Stock Valuation with Comparable Companies Analysis, COURSERA-Feb 2024
- Stock Valuation with Dividend Discount Model, COURSERA-Feb 2024
- Analyzing Company Performance using Ratios, COURSERA-Feb 2024
- Analyzing Macro-Environmental Factors Using Creately, COURSERA-Feb 2024
- Improve Business Performance with Microsoft Forms, COURSERA-Feb 2024
- Create a Customer Service Survey in Microsoft Forms, COURSERA-Feb 2024
- Portfolio Diversification using Correlation Matrix, COURSERA-Feb 2024
- Introduction to Valuation with WACC, COURSERA-Feb 2024
- Construct Stock Market Indices, COURSERA-Feb 2024
- Change Leadership: Developing Strategic Gap Analysis in Miro, COURSERA-Feb 2024
- Change Leadership: Developing Force Field Analysis in Miro, COURSERA-Feb 2024
- Business Strategy: Business Model Canvas Analysis with Miro, COURSERA-Feb 2024
- Analyzing Market Attractiveness Using Creately, COURSERA-Feb 2024
- Brand Marketing and SEO Tools using Wix, COURSERA-Feb 2024
- Analyzing Product Opportunities with Creately, COURSERA-Feb 2024
- Business Analysis & Process Management, COURSERA-Feb 2024
- Organic Marketing: Facebook Groups For Small Businesses, COURSERA-Feb 2024
Languages
English
Bilingual or Proficient (C2)
Telugu
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
kannada
Advanced (C1)
Korean
Beginner (A1)
Timeline
MIS- Associate in Compliance Team
Knight Frank India Pvt Ltd
05.2023 - Current
Intern
GOODWILL WEALTH MANAGEMENT PVT LTD
05.2022 - 06.2022
BBA - Finance
AIMS Institute of Higher Education
Physics, Chemistry, Maths , Biology
Ashoka Composite Pre- University College
Rainbow Schools -SSC
- Blockchain 360: A State of the Art for Professionals, EIT DIGITAL, May 2020
- Writing and Editing: Word Choice and Word Order, University of Michigan- June 2020
- The Arts and Science of Relationships: Understanding Human Needs, University oof Toronto- Nov 2020
- Marketing in a Digital World, COURSERA-University of Illinois at Urbana-Champaign- Feb 2023
- Introduction to Microsoft Excel, COURSERA- Feb 2024
- Introduction to Data Analysis using Microsoft Excel, COURSERA-Feb 2024
- Creating a Budget with Microsoft Excel, COURSERA-Feb 2024
- Create a Budget with Google Sheets, COURSERA-Feb 2024
- Investment Risk Management, COURSERA-Feb 2024
- Seeking Investment Alpha, COURSERA-Feb 2024
- Stock Valuation with Comparable Companies Analysis, COURSERA-Feb 2024
- Stock Valuation with Dividend Discount Model, COURSERA-Feb 2024
- Analyzing Company Performance using Ratios, COURSERA-Feb 2024
- Analyzing Macro-Environmental Factors Using Creately, COURSERA-Feb 2024
- Improve Business Performance with Microsoft Forms, COURSERA-Feb 2024
- Create a Customer Service Survey in Microsoft Forms, COURSERA-Feb 2024
- Portfolio Diversification using Correlation Matrix, COURSERA-Feb 2024
- Introduction to Valuation with WACC, COURSERA-Feb 2024
- Construct Stock Market Indices, COURSERA-Feb 2024
- Change Leadership: Developing Strategic Gap Analysis in Miro, COURSERA-Feb 2024
- Change Leadership: Developing Force Field Analysis in Miro, COURSERA-Feb 2024
- Business Strategy: Business Model Canvas Analysis with Miro, COURSERA-Feb 2024
- Analyzing Market Attractiveness Using Creately, COURSERA-Feb 2024
- Brand Marketing and SEO Tools using Wix, COURSERA-Feb 2024
- Analyzing Product Opportunities with Creately, COURSERA-Feb 2024
- Business Analysis & Process Management, COURSERA-Feb 2024
- Organic Marketing: Facebook Groups For Small Businesses, COURSERA-Feb 2024
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