SELVA PRIYA S
Branch Sales And Service Executive
Dharapuram
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
4
4
years of professional experience
4
4
Certifications
2
2
Languages
Work History
Branch Sales and Service Executive
Karur Vysya Bank
05.2022 - Current
- Contributed to operational success by consistently adhering to compliance standards and regulatory requirements in all transactions.
- Maintained a balanced cash drawer, ensuring accuracy in daily cash handling and reconciliation procedures.
- Improved branch performance metrics by diligently tracking progress toward goals and implementing targeted strategies for improvement in specific areas.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Enhanced AML/KYC compliance by conducting thorough customer due diligence and risk assessments.
- Collaborated with team members to complete audits within established deadlines, maintaining a consistent level of professionalism throughout the process.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Established long-term client relationships through consistent delivery of high-quality products and services.
Corporate Finance Intern
RABWIN Industries Private Limited
02.2023 - 04.2023
- Collaborated with accounting team members during month-end close process, reconciling discrepancies efficiently.
- Enhanced financial reporting accuracy by assisting in the preparation of monthly, quarterly, and annual reports.
- Helped reconcile bank statements and accounts and maintain accuracy and current records.
- Processed daily financial transactions in support of finance team objectives.
- Maintained accurate records of financial transactions in alignment with regulatory requirements.
- Entered financial data into company accounting system with stringent adherence to data security protocols
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Wealth Management Intern
SBI Mutual Fund
08.2022 - 09.2022
- Prepared detailed reports that summarized the performance of various investments within a client''s portfolio.
- Presented data and report findings to advisory staff on assigned topics.
- Conducted thorough market research to identify potential investment opportunities and risks.
- Analyzed investment styles, markets and characteristics.
- Worked closely with wealth advisors on developing targeted prospecting lists based on investor profiles.
- Supported senior wealth managers with preparing customized financial plans tailored to individual client needs.
- Enhanced client satisfaction by providing comprehensive financial planning and investment advice.
Education
Certified Associate of Indian Institute of Bankers - Advanced Business And Financial Management
Indian Institute of Banking And Finance
Mumbai, India 04.2001 -
MBA - Finance And HR
Sri Krishna College of Engineering And Technology
Coimbatore, India 04.2001 -
Bachelor of Arts - Sociology
P S G College of Arts And Science
Coimbatore, India 04.2001 -
Skills
Due diligence
Cash flow management
Bank relationship management
Foreign exchange management
ERP system expertise - Netsuite
Microsoft Excel proficiency
Certification
Ask questions to make data driven decision, Google, Coursera.
Timeline
Corporate Finance Intern
RABWIN Industries Private Limited
02.2023 - 04.2023
Wealth Management Intern
SBI Mutual Fund
08.2022 - 09.2022
Branch Sales and Service Executive
Karur Vysya Bank
05.2022 - Current
Certified Associate of Indian Institute of Bankers - Advanced Business And Financial Management
Indian Institute of Banking And Finance
04.2001 -
MBA - Finance And HR
Sri Krishna College of Engineering And Technology
04.2001 -
Bachelor of Arts - Sociology
P S G College of Arts And Science
04.2001 -