Sneha Kurapatti
Mumbai
Summary
Dynamic finance professional with experience at ATOS, excelling in investment analysis and regulatory compliance. Proven track record in enhancing fund allocation processes and fostering strong client relationships. Adept at cross-functional collaboration, driving process improvements, and maintaining meticulous documentation to ensure compliance and efficiency in financial transactions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate
ATOS
Mumbai
05.2024 - Current
- Handled daily investment transactions for UK-based clients, ensuring accurate fund allocations, and timely processing.
- Interpreted client instructions for buying, selling, and transferring financial instruments, including mutual funds, equities, and bonds.
- Ensured compliance with UK financial regulations and internal quality control standards.
- Maintained accurate records and generated daily and monthly reports for internal review and client communication.
- Collaborated with cross-functional teams to streamline investment processes, and resolve client queries.
- Supported process improvement initiatives by identifying inefficiencies, and recommending solutions.
Education
Bachelors of Management Studies ( Capital Markets ) - Accounting And Finance
SIES College Of Arts, Science & Commerce
Mumbai05-2024
Skills
- Investment analysis and fund allocation
- Regulatory compliance
- Cross-functional collaboration
- Client relationship management
- Process documentation
Affiliations
- Organized and led multiple engaging office events and team-building activities as a Fun Crew member to enhance employee morale and workplace culture
- Winning second place in a debate competition at IBS, Powai
Languages
Telugu
First Language
English
Elementary (A2)
A2
Hindi
Beginner (A1)
A1
Marathi
Beginner
A1
Accomplishments
- Awarded the CHAMP certificate in recognition of outstanding performance, dedication, and active participation in the organization
- Achieved promotion to Associate within 12 months due to outstanding contributions
Certification
- Risk Management in the Financial Sector - Issued: November 2024
Timeline
Associate
ATOS
05.2024 - Current
Bachelors of Management Studies ( Capital Markets ) - Accounting And Finance
SIES College Of Arts, Science & Commerce
Similar Profiles
Daniel Gálvez ReyesDaniel Gálvez Reyes
Application Developer V at AtosApplication Developer V at Atos
Heemali MallavHeemali Mallav
Infra Support Team Lead at AtosInfra Support Team Lead at Atos
ANUSHKA K MANUSHKA K M
Financial Control Specialist at ATOSFinancial Control Specialist at ATOS
Ndou ThabeloNdou Thabelo
ITIL Engineer at ATOSITIL Engineer at ATOS
Chris SaldanhaChris Saldanha
Senior Associate Delivery Manager at Sportz InteractiveSenior Associate Delivery Manager at Sportz Interactive