Shubham Umredkar
Analyst
PUNE
Summary
Experienced Financial Advisor with expertise in personalized investment strategies, risk management advice, and comprehensive financial planning services. Skilled in analyzing complex financial data and simplifying concepts for clients. Proven track record in optimizing client portfolios for long-term growth and developing strategic financial plans aligned with individual goals. Strong focus on building and maintaining client relationships to ensure exceptional service delivery.
Overview
8
8
years of professional experience
6
6
Certifications
3
3
Languages
Work History
Deputy Manager of Finance
Icici Bank Pct Ltd
05.2024 - 08.2024
- Improved team efficiency by streamlining processes and implementing innovative management strategies.
- Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources.
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
- Developed strong relationships with stakeholders to facilitate smooth communication and project completion.
- Enhanced employee performance by providing regular feedback, coaching, and training opportunities.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Senior Finance Analyst
LPC Advisors Pvt Ltd
12.2021 - 09.2023
- 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
05.2021 - 12.2021
- 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
06.2019 - 04.2020
- 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
09.2016 - 06.2019
- 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.
Education
Bachelor of Arts -
Himalayan University
Arunachal PradeshHigh School -
S.N.B.P JR COLLEGE
MaharashtraHigh School -
S.S.V.B HIGH SCHOOL
MaharashtraPGDM - Data Science
Datatrained Education Institute
Bangalore 03.2022
Skills
Financial analysis
Certification
Galileo GDS Travel Reservation System
Languages
4,B2,5,C1
Timeline
Anti-money laundering Concepts: AML,KYC and Compliance
04-2025
Deputy Manager of Finance
Icici Bank Pct Ltd
05.2024 - 08.2024
Personal Data Protection Awareness
05-2024
Foundation Course in Anti Money Laundering and KYC-India
05-2024
Information Security Awareness
05-2024
Group Code of Business Conduct and Ethics
05-2024
Senior Finance Analyst
LPC Advisors Pvt Ltd
12.2021 - 09.2023
Senior Research Analyst
XDBS Corporation
05.2021 - 12.2021
Senior Customer Service Executive
Travstore travel management pvt ltd
06.2019 - 04.2020
Senior Customer Service Executive
Janus avation pvt ltd
09.2016 - 06.2019
Galileo GDS Travel Reservation System
04-2015
Bachelor of Arts -
Himalayan University
High School -
S.N.B.P JR COLLEGE
High School -
S.S.V.B HIGH SCHOOL
PGDM - Data Science
Datatrained Education Institute
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