Rainy Shukla
Kanpur
Summary
Dynamic finance professional with a proven track record at HDFC Bank, excelling in financial analysis and client management. Expert in optimizing tax savings through strategic investment advice, fostering strong relationships, and enhancing decision-making processes. Adept at utilizing Microsoft Excel to drive efficiency and deliver impactful results in high-pressure environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC BANK
KANPUR
06.2023 - Current
- Managed portfolio valued at 10 crore, delivering strategic investment advice for tax optimization.
- Oversaw client investment portfolios focusing on risk tolerance and asset allocation.
- Conducted periodic portfolio reviews to ensure compliance with market trends and standards.
- Developed customized investment strategies to drive portfolio growth and enhance client satisfaction.
- Generated revenue through analysis of client financials and execution of accounting practices.
- Maintained accurate cash management by ensuring proper debit and credit entries.
- Led cross-functional teams to improve branch performance and streamline workflows.
- Built strong client relationships by providing tailored financial solutions across services.
Tax Associate Intern
Tax2Win
JAIPUR
06.2022 - 09.2022
- Analyzed client Form 26AS, AIS/TIS, and Form 16 to prepare income computations and file returns.
- Managed operational tasks, including service mailings and audits, to ensure compliance.
- Assisted clients in analyzing documents and uploading necessary files for ITR submission.
- Maintained client relationships through real-time interactions and effective issue resolution.
Education
MBA -
Banasthali Vidhyapith
Jaipur01.2023
Graduation -
BND College
Kanpur01.2020
Skills
- Financial analysis and reporting
- Oral communication and articulation
- Presentation and public speaking
- Client management and relations
- Analytical and critical thinking
- Negotiation and conflict resolution
- Microsoft Office proficiency
- Project management skills
- Adaptability and flexibility
- Pressure management strategies
- Multitasking and prioritization
- Leadership and team management
- Time management techniques
- Monitoring and evaluation processes
- Planning and organization
Certification
- KPMG fundamentals of accounting masterclass by master union KPMG.
- International conference on personal finance for women.
Profile Synopsis
A competent professional, action oriented professional with experience in taxation, operations and finance. Has demonstrated sound commitment, integrity and enthusiasm towards work, depicted well developed planning, analytical and possess excellent communication, achieving business targets, proficient in managing operations, organizing promotional campaigns, relationship management and achieving the goals.
Timeline
Deputy Manager
HDFC BANK
06.2023 - Current
Tax Associate Intern
Tax2Win
06.2022 - 09.2022
MBA -
Banasthali Vidhyapith
Graduation -
BND College
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