Renu Gupta
Banking and Finance
Mumbai
Summary
Finance professional with solid experience in financial analysis, budgeting, and strategic planning. Proven track record in optimizing financial performance and driving results through effective team collaboration. Adept at adapting to changing needs, ensuring reliable and timely financial reporting, and possessing strong analytical and problem-solving skills. Known for integrity, dependability, and focus on achieving organizational goals.
Overview
3
3
years of professional experience
9
9
years of post-secondary education
4
4
Languages
Work History
Trade Finance Specialist
Kotak Mahindra Bank
12.2022 - Current
- To handle all imports and exports documentation, inward and outward remittance transaction processes in trade finance as per RBI guidelines.
- To handle advance outward remittance, direct outward remittance, and balance payment against copy documents or collection documents.
- To handle outward remittance under the Liberalised Remittance Scheme (LRS) by resident individuals for maintenance, education, gifts, etc., and also for outward remittance for services to be rendered for freight, event management, travel expenses, etc.
- To follow up with customers and importers for submitting all bills of entry against import remittance transactions to knock off the bills of entry in IDPMS, as per RBI guidelines.
- To know about SWIFT's details for sending or receiving financial transaction information in a standardized, secure, and reliable environment all over the world.
- To coordinate with internal departments, like retail branches, treasury, etc., for the smooth transaction process in trade finance.
- Well-versed with systems like Finacle, etc.
- Mentored junior team members in best practices related to financial analysis, modeling techniques, and professional development.
Education
PGD-Accounting Finance and GST - Accounting And Finance
Mumbai, India 01.2021 - 12.2021
BCOM -
NIRMALA COLLEGE
Mumbai, India 01.2017 - 12.2020
HSC - Commerce
PIONEER COLLEGE OF COMMERCE
Mumbai, India 01.2016 - 12.2017
SSC -
SHREE RAGHUVIR HIGH SCHOOL
Mumbai 01.2014 - 12.2015
Skills
Risk reporting
Personal Information
- Date of Birth: 01/26/99
- Gender: Female
- Nationality: Indian
- Marital Status: Single
Timeline
Trade Finance Specialist
Kotak Mahindra Bank
12.2022 - Current
PGD-Accounting Finance and GST - Accounting And Finance
01.2021 - 12.2021
BCOM -
NIRMALA COLLEGE
01.2017 - 12.2020
HSC - Commerce
PIONEER COLLEGE OF COMMERCE
01.2016 - 12.2017
SSC -
SHREE RAGHUVIR HIGH SCHOOL
01.2014 - 12.2015
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