Shubham Umredkar
PUNE
Summary
Focused Financial Advisor with background in providing personalized investment strategies, risk management advice, and comprehensive financial planning services. Strengths include strong analytical skills, exceptional client relationship management and ability to simplify complex financial concepts. Proven success in optimizing client portfolios for long-term growth, and developing strategic financial plans that align with individual client goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Research Analyst(Financial Advisor)
LPC Advisors Pvt Ltd
Pune
2021.12 - 2023.09
- Assisted with the preparation of tax documents for filing purposes.
- Monitored client accounts to identify opportunities for improvement or growth.
- Evaluated stocks, bonds, mutual funds, real estate investments, and other securities.
- Reviewed customer documents to ensure they meet the Anti-Money Laundering and Know Your Customer requirements.
- Identified potential issues related to AML and KYC compliance in accordance with applicable laws and regulations.
- Analyzed company performance metrics including cash flow, earnings growth, operating margins and debt levels.
- Conducted industry research, competitive analysis and market trends to assist with client presentations.
Senior Research Analyst
XDBS Corporation
PUNE
2021.05 - 2021.12
- Conducted market research and analyzed data to identify trends, opportunities, and potential risks.
- Collaborated with cross-functional teams to ensure accuracy of research results.
- Summarized raw data and analyses and made recommendations based on findings.
- Analyzed financial data to identify discrepancies and develop solutions.
- Built optimum financial packages based on market conditions and clients' capital needs.
- Drafted recommendations for actionable measures aimed at improving the effectiveness of AML and KYC controls.
- Monitored customer accounts for suspicious activities and transactions based on established guidelines.
Senior Customer Service Executive
Travstore travel management pvt ltd
Pune
2019.06 - 2020.04
- Developed and maintained billing system procedures to ensure accuracy of invoices.
- Created and managed customer accounts, including pricing and payment terms.
- Resolved customer inquiries regarding billing discrepancies.
- Assisted with month-end closing activities, including account reconciliations.
- Maintained up-to-date records of all billing activities in an organized manner.
- Reviewed contracts for accuracy prior to issuing invoices to customers.
- Analyzed customer data to identify trends or potential issues with billing accuracy.
Senior Customer Service Executive
Janus avation pvt ltd
Pune
2017.11 - 2019.06
- Greeted passengers upon arrival and departure, providing ticketing assistance and general information.
- Assisted with baggage check-in and tagging for customers.
- Monitored airport security checkpoints to ensure compliance with safety regulations.
- Loaded and unloaded baggage and cargo onto aircrafts in accordance with safety regulations.
- Assisted passengers with their luggage at check-in counters and gates.
- Performed pre-flight inspections on the aircraft to ensure it was safe for operation.
Customer Service Agent
Cambata avation pvt ltd
Pune
2016.09 - 2017.11
- Verified passenger documentation ensuring compliance with applicable laws and regulations.
- Ensured all boarding passes were printed accurately prior to flight departure time.
- Processed refunds, exchanges, and upgrades when necessary.
- Coordinated between ground personnel and crew members during ramp operations.
- Checked fuel levels of planes before take off.
- Operated conveyor belts, push-back tractors and aircraft tugs daily.
- Handled passenger luggage, mail and cargo in accordance with safety and privacy protocols.
Education
Bachelor of Arts -
Himalayan University
Arunachal Pradesh01.2017
High School -
S.N.B.P JR COLLEGE
Maharashtra01.2013
High School -
S.S.V.B HIGH SCHOOL
Maharashtra01.2011
Skills
- Excel proficiency
- Document Review
- Client Relationship Development
- Financial Planning
- Policy analysis
- Data Analytics
- Data collection and analysis
- AMADEUS
Certification
- Fidelio Hotel Reservation System
- Galileo GDS Travel Reservation System
- Personal Data Protection Awareness
- Foundation Course in Anti Money Laundering and KYC-India
- Information Security Awareness
- Group Code of Business Conduct and Ethics
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Upper Intermediate (B2)
B2
Timeline
Senior Research Analyst(Financial Advisor)
LPC Advisors Pvt Ltd
2021.12 - 2023.09
Senior Research Analyst
XDBS Corporation
2021.05 - 2021.12
Senior Customer Service Executive
Travstore travel management pvt ltd
2019.06 - 2020.04
Senior Customer Service Executive
Janus avation pvt ltd
2017.11 - 2019.06
Customer Service Agent
Cambata avation pvt ltd
2016.09 - 2017.11
Bachelor of Arts -
Himalayan University
High School -
S.N.B.P JR COLLEGE
High School -
S.S.V.B HIGH SCHOOL
- Fidelio Hotel Reservation System
- Galileo GDS Travel Reservation System
- Personal Data Protection Awareness
- Foundation Course in Anti Money Laundering and KYC-India
- Information Security Awareness
- Group Code of Business Conduct and Ethics
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