Account Processor
HSBC Electronic Data Processing
06.2023 - Current
Hi, I’m
Shoba Bevinakatti
Account Processor
Belgaum,KA
Timeline
Business Support Executive
Geojit Financial Services
05.2021 - 05.2023
Global Business School
MBA from Finance And HR
Work History
HSBC Electronic Data Processing
Account Processor
06.2023 - Current
Job overview
- Verifying the applications of Term Deposits and processing the applications.
- Supporting a number of different areas for GBM and CMB customers like Account opening, Account Servicing and Account Closing activities.
- Improved client satisfaction by efficiently managing and processing customer accounts.
- Maintained strong relationships with key clients, ensuring their needs were met and expectations exceeded.
- Increased accuracy in financial data entry, maintaining detailed records of transactions.
- Working closely with business partners and transformation colleagues to improve the efficiency of processes in order to make banking faster and easier for customers.
- Reducing the total cost of operations and enhance the overall customer experience.
- Being the face of the process, ensuring the quality of work, which will help to reduce financial loss.
- Always there to help RMs with their queries and urgent cases.
- Got recognition from various RMs and Management.
- Got outstanding performance for the year of 2024-2025.
Geojit Financial Services
Business Support Executive
05.2021 - 05.2023
Job overview
- Attend to telephone calls & reply to queries and explain about the company, its products & services to visitors.
- New client prospecting – Through cold-calling, appointments, reference etc.
- Provide financial advice to clients on different investment options like MF schemes, NFOs, IPOs etc and updates on market trends.
- Improved client satisfaction, promptly addressing concerns and providing solutions for their needs.
- Delivered exceptional customer experiences and promoted strong relationships.
- Provided expert support and troubleshooting via telephone and face to face conversation services.
- Account opening and account keeping – Payin/Payouts, collection of AMC, debtors, branch expenses, and reconciliation.
- Maintain all documents and registers and handling routine administration functions.
Education
Global Business School Hubli
MBA from Finance And HR
Skills
- Invoice processing
- Organization skills
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Abilities
- Multitasking Abilities
- Excellent communication
- Critical thinking
- Active listening
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Relationship building
- Microsoft office
- Self motivation
- Client relationship management
- Customer relationship management
- Basic mathematics
- Training and teaching
- Time management abilities
- Presentation skills
- Problem-solving aptitude
Summary
Energetic and organized problem solver with keen eye for detail and passion for accuracy and efficiency. Knowledge of financial transactions and data entry, coupled with strong analytical and organizational skills. Committed to contributing to seamless processing of accounts and ensuring high standards of data integrity.
Work Preference
Work Type
Full TimeWork Location
On-SiteImportant To Me
Career advancementWork-life balancePersonal development programsWork from home optionCompany CultureLanguages
English
Upper intermediate (B2)
Certification
- Tally ERP 9 and GST certificate from COMP-TECH Dharwad.
- Internship certificate from Karvy Stock Broking, Dharwad.
- Karvy workshop certificate.
- NISM 5A - Mutual Fund Distributors Certificate.
- NISM Series VII – Securities Operations and Risk Management Certificate.
- IRDA’s IC-38 certificate (Specified Person Certificate (Composite)).
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