Roneta Amaris Ingrid Parish
Panjim - North Goa
Summary
"Growing up with a foundation of loyalty and ethics has instilled in me a strong sense of self-worth, making me a confident candidate for any role I pursue. My self-motivation, focus, and commitment, shaped by a disciplined background, empower me to tackle challenges effectively.
As a successful Asset Manager with 3 years of experience in the Finance sector, I have provided expertise in overseeing the acquisition, management, and development of commercial properties and loans. I have consistently maximized returns for investors, achieving by capitalizing on emerging opportunities. My ability to excel in high-pressure environments, combined with exceptional communication and organizational skills, allows me to lead teams and collaborate effectively across departments.
I am eager to leverage my expertise and commitment to continue driving success in the industry."
Overview
6
6
years of professional experience
1
1
Certification
Work History
Asset Manager
J.P. Morgan Chase
Bangalore
08.2021 - Current
- Platform Migrations and Detailed Documentation.
- Ensured compliance with regulatory requirements and internal policies related to assets.
- Conducted research on potential investments and presented recommendations to senior management.
- Analyzed financial data, industry trends, and market conditions to identify opportunities for asset growth.
- Monitored the performance of investments and provided regular reports to stakeholders.
- Managed portfolio of investments and daily payments to clients using multiple payment platforms that included USM, AUTOREC, UNREC, MRC, DTM & OTM. also had a major role in contributing to a seamless transition from COSMIC to BANCS Platform, am proficient in using UNCORE, WORKITEAMS & REPE with the BANCS software
- Reviewed existing contracts related to asset purchases or sales and made necessary amendments as needed.
- Monitored performance of investments and provided regular reports to stakeholders.
- Managed portfolio of investments including stocks, bonds, mutual funds, real estate.
- Performed due diligence on potential acquisitions or divestitures prior to making final decisions and SOPs from time to time.
- Developed metrics for evaluating performance of investment portfolios over time.
- Routinely reviewed bank statements, profit and loss statements, inventory reports and accounts payable reports.
- Collaborated with managers on key client issues with a focus on implementing tax strategies to align with client's business objectives.
- Kept close eye on financial and operational performance of investment funds to maintain portfolio targets.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
- Maintained a current understanding of applicable regulations and tax laws to keep funds in compliance with legal standards.
- Risk Mitigation Guided asset allocation models based on individual goals or objectives.
- Identified key tax technical issues and reported to senior manager.
Office Assistant
Kitchen Dynamics
Goa
05.2019 - 07.2021
- Assisted my Father in his business as his office assistant, Where I was Instrumental in coordinating his Schedule, along with interacting with the company clients and liaising with the site projects
- I also helped in his Accountancy Books and transactions
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
- Coordinated travel arrangements for staff members, including making reservations for flights or hotels.
- Created spreadsheets using Microsoft Excel to track expenses and other financial data related to the office budget.
- Maintained an organized filing system of paper documents and electronic files.
- Monitored office expenses and submitted purchase requests.
- Maintained filing systems, both electronic and physical, for easy document retrieval.
- Assisted with preparing and editing company correspondence and presentations.
- Handled incoming and outgoing mail and packages, including preparation for shipping.
- Maintained confidentiality of sensitive information and documents.
- Provided customer service, addressing inquiries and resolving issues promptly.
- Answered and directed phone calls to appropriate staff members.
- Conducted research and compiled data for reports and projects.
- Supported bookkeeping tasks such as invoicing and expense tracking.
- Ordered office supplies and managed inventory to ensure a well-stocked office.
- Opened, sorted and routed incoming mail and prepared outgoing mail.
- Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
- Prepared meeting agendas, attended meetings and recorded and transcribed minutes.
Bank Teller
HDFC Bank
Panjim - Goa
05.2018 - 04.2019
- Following my successful selection during the campus interview, I excelled in the first round and embarked on comprehensive onboarding training in Mumbai. Leveraging the knowledge gained, I swiftly advanced to the roles of Team Leader and Bank Teller within my first month. Impressively, within three months of joining the organization, I was honored with the prestigious Star Achievers award.
- My key responsibilities are Monitoring daily Cash Transaction, and being the only person to handle the Vault Keys apart from the Branch Manager
- Facilitated client withdrawals with accuracy. Handling of Forex & RTGS/NEFT - Processing
- Was given charge of Customer Service and Grievances
- Inward / Outward Remittance
- Safety Vault and Bulk Cash off Loading & Customer Locker Custodian
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services. Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions promptly.
- Performed cash handling duties including counting currency, coins and checks. Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Researched customer inquiries regarding their accounts using internal banking systems.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Assisted customers with basic technical issues related to digital banking platforms.
- Prepared reports on transaction activity for management review.
- Resolved customer disputes promptly following bank policies and procedures.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Entered transactions into the computer and issued customer receipts.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.roled
Education
Indian Company Secretary Course - Company Law And Jurisprudence, Finance, Company Taxation
Goa Chamber of Company Secretarial-ship
Panjim - Goa Chapter06-2018
B.Com - Finance & Marketing
St. Xavier's College of Commerce
Mapusa03-2018
Some College (No Degree) - Higher Secondary
Don Bosco Higher Secondary School
Panjim03-2015
Higher Secondary School
Our Lady of Rosary Higher Secondary R
Dona Paula, Goa03-2013
Junior School
Sharda Mandir
Panjim, Goa03-2008
Skills
- I am proficient in Computer operations like MS office, Tally, Flex-cube, Deal-Pro,Customer Retailing Monitor - (CRM), and Report Generation on the Bank Software
- Photography is my prime Hobby and Passion
- Content Writing and Graphic Editing
- Video Splicing and Editing
- My strength lies in eloquence of speech which equips me for debates and in elocution
- I have a strong affiliation for the finer arts specially Photography and portraits
- I have a linguistic ability and pick up languages very fast
- Securities Safekeeping / Multi-stakeholder asset management
- Asset Optimization / Task Delegation
- Motivational strategies & Performance Assessment
Certification
- SALESFORCE (Marketing - Under the Mentorship of Ms. Deepika Khanna
- Online MBA - General Certification of Prof. Chris Haroum - US
- Financial Statement Analyses completed under the guidance of Prof. Andrew PC
- SQL - Boot camp Intro. Under Mr. Shivgan Joshi
Interests
- Communication & Representation
- Having a strong communicational aptitude, I was often called upon to lead and manage my college functions, which was well appreciated and received several accolades for them by the College Management and Professors.
- My 2nd year college Project model “TRASH to CASH” was chosen from among 400 other models and displayed in the “Government of GOA Environmental Seminar”. Was awarded the Most innovative Idea.
- I take an active participation in my Church activities and am a Lectern Reader.
- Have represented the College in the Photography Seminars. Leadership Traits, Extra-Curricular Activities & Hobbies:
- Fictional and Essay Writing
- Girls Scout Camp Leader
- Social Service Team Leader – SMILE
- Elocution and Debate – Hindi / English
- Sports - Basketball / Badminton / Swimming
- Photography / Photo editing / Digital Marketing and Graphic presentation
- Learning Piano – Grade 2
Affiliations
- SALESFORCE (Marketing - Under the Mentorship of Ms. Deepika Khanna
- Online MBA - General Certification of Prof. Chris Haroum - US
- Financial Statement Analyses completed under the guidance of Prof. Andrew PC
- SQL - Boot camp Intro. Under Mr. Shivgan Joshi
Hobbies and Interests
Fictional and Essay Writing, Girls Scout Camp Leader, Social Service Team Leader - SMILE, Elocution and Debate - Hindi / English, Sports - Basketball / Badminton / Swimming, Photography / Photo editing / Digital Marketing and Graphic presentation, Learning Piano - Grade 2
ENGLISH
English
First Language
Hindi
Advanced (C1)
C1
References
- Savio, Gomes, Rev. Fr., 09921461597, Don Bosco Higher Secondary School, Principal, Goa
- Oscar, D'Mello, Mr., 9850453149, St. Xavier's College, Prof. - Commerce Section
- Neville, Noronha, Mr., 9769373381, HDFC Bank, Cluster Head
- Kedar, Padte, Doctor, 9822100518, Kedar Hospital, Practicing Gynecologist and Fertility Expert, Panjim
- Ramarao, Advocate - CS, 9271235908, ICSI (Institute of Chartered Company Secretaries of India and Convenerof the Goa Chapter of Chartered Secretaries of India), Professor
References
References available upon request.
Timeline
Asset Manager
J.P. Morgan Chase
08.2021 - Current
Office Assistant
Kitchen Dynamics
05.2019 - 07.2021
Bank Teller
HDFC Bank
05.2018 - 04.2019
Indian Company Secretary Course - Company Law And Jurisprudence, Finance, Company Taxation
Goa Chamber of Company Secretarial-ship
B.Com - Finance & Marketing
St. Xavier's College of Commerce
Some College (No Degree) - Higher Secondary
Don Bosco Higher Secondary School
Higher Secondary School
Our Lady of Rosary Higher Secondary R
Junior School
Sharda Mandir
Similar Profiles
Brendy KambaBrendy Kamba
ASSOCIATE, CLIENT ASSOCIATE at J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORSASSOCIATE, CLIENT ASSOCIATE at J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORS
JOSEPH ALDWIN GATCHALIANJOSEPH ALDWIN GATCHALIAN
Asst. Manager - Operations at J.P. Morgan Chase & Co. / Chase BankAsst. Manager - Operations at J.P. Morgan Chase & Co. / Chase Bank
Jennifer UzziJennifer Uzzi
Private Client Investment Associate at J.P. Morgan Chase Bank, N.A.Private Client Investment Associate at J.P. Morgan Chase Bank, N.A.