Rupali Gupta
Summary
Driven finance professional dedicated to maximizing organizational growth. Committed to ongoing learning, seeking opportunities to enhance expertise and deliver impactful contributions
Overview
2
2
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
Work History
Associate Relationship Manager
STANDARD CHARTERED(JOB)
05.2023 - Current
- Proactively manage and nurture a portfolio of client relationships, ensuring client satisfaction and retention.
- Analyze client financial situations and provide comprehensive financial advice and product recommendations.
- Conducted risk assessments and client due diligence, ensuring compliance with regulatory standards.
- Performed extensive research to support customer evaluations and compliance checks.
- Collaborated with cross-functional teams to collect and verify necessary documentation.
- Identified compliance concerns and coordinated responses for resolution.
- Managed case closures efficiently while maintaining quality standards.
- Contributed to enhancing internal controls by identifying operational risk areas.
- Engaged in ongoing training to stay current with regulatory developments.
- Facilitate remittance services for clients,including processing outward and inward remittances.
Credit Analyst
RESURGENT INDIA (INTERN)
08.2022 - 12.2022
- Prepared Executive Summary
- Prepared NBG of Bank
- Prepared Board Note of Company,s
- Considerated cumulative ratings and published reports
Portfolio Manager
IIFL SECURITIES (INTERN)
04.2022 - 07.2022
- Interacted with Client and pitched for a/c opening
- Added 15 demat account holders
- Learned about Mutual fund
- Managed 5 portfolios per month.with effect to regular investment
Education
PGDM - Finance
ITM Business School
01.2021 - 04.2023
B.com(Hons) - Accounting
Lucknow University
08.2016 - 03.2019
XIIth -
Dayawati Modi Academy
08.2015 - 03.2016
Xth - Science
Dayawati Modi Academy
06.2011 - 06.2012
Skills
MS office
Ms Power Point
Ms Excel
Relationship Building
Communication and Presentation
Financial Product Knowledge
Financial Analysis
Certification
IIM Ahmedabad. Certified in 'Data Analytics, Visualization and Storytelling
Projects
FINANCIAL ANALYST(Standard Chartered)
FINREP Reporting
- Variance Analysis and counterparty Analysis
- Added commentaries for the companies variances
- Analyzes the differences
Timeline
Associate Relationship Manager
STANDARD CHARTERED(JOB)
05.2023 - Current
Credit Analyst
RESURGENT INDIA (INTERN)
08.2022 - 12.2022
Portfolio Manager
IIFL SECURITIES (INTERN)
04.2022 - 07.2022
PGDM - Finance
ITM Business School
01.2021 - 04.2023
B.com(Hons) - Accounting
Lucknow University
08.2016 - 03.2019
XIIth -
Dayawati Modi Academy
08.2015 - 03.2016
Xth - Science
Dayawati Modi Academy
06.2011 - 06.2012
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