Soumya Shetty
Mumbai
Summary
Dynamic finance professional with a proven track record at JP Morgan Services India Pvt Ltd, excelling in credit analysis and underwriting. Expert in financial services, leveraging strong analytical skills and adaptability to drive decision-making. Demonstrated ability to enhance customer satisfaction and team collaboration. Achieved significant improvements in account management and risk assessment processes.
Overview
19
19
years of professional experience
Work History
Accounting Executive Remote / Part Time
AVIS CREATION
Mumbai
06.2018 - 03.2023
- Handled billing, GST calculations, accounts payable/receivable, and bank and ledger reconciliations.
- Managed client communication and resolved account queries via email and phone.
Corporate Liability
JP Morgan Services India Pvt Ltd
Mumbai
11.2010 - 03.2011
- Conducting comprehensive credit analysis for corporate clients by evaluating financial statements, business models, and existing relationships with the bank
- Reviewing corporate financial statements and performing detailed ratio analyses to assess creditworthiness and financial health
- Collaborating closely with Relationship Managers to gain deeper insights into credit applicants, ensuring a thorough and nuanced evaluation of their creditworthiness
Senior Credit Review Underwriting and Portfolio Risk Review Analyst
JP Morgan Services India Pvt Ltd
Mumbai
11.2005 - 11.2010
- Analyzing customers' credit bureau reports to make informed and strategic decisions based on their credit history, existing relationships, and current debt profile
- Assessing customer applications holistically by evaluating demographics, requested products, credit ratings, and credit history to determine approval status, credit line assignments, and tailored recommendations
Customer Service Executive
HDFC Bank LTD
Mumbai
10.2004 - 10.2005
- Responded to customer queries about Demat accounts via email and coordinated with other departments to resolve issues
- Sent daily MIS reports and gained comprehensive knowledge of the share market, Demat, and trading accounts
- (Had cleared NCFM Exam during that time Frame)
Officer Trainee
Datamatics Financial Services Ltd
Mumbai
07.2004 - 09.2004
- Managed application processing, including data entry, signature verification, validation, objection handling, redemption requests, and issuance of revalidated and duplicate warrants for bonds
Education
Diploma in IFRS -
ACCA
06.2024
Post Graduate Diploma in Business Administration -
scdl simboisis institute of diatance learning
Pune04.2009
Bachelor of Commerce -
Tolani College of Commerce
Andheri01.2004
XII (HSC) -
Tolani College of Commerce
Andheri01.2001
X (SSC) -
Greater Bombay Education Society
Mumbai01.1999
Skills
- Accounting
- Underwriting
- Financial Services
- Credit Analysis
- Reconciliation
- Ledgers (Accounting)
- Financial Statements
- Demat Account
- Customer service
- Computer Skill
- Communication Skill
- Ability to work in Team
- Adaptability
- Fast Learner
Languages
- Hindi
- Marathi
- English
Timeline
Accounting Executive Remote / Part Time
AVIS CREATION
06.2018 - 03.2023
Corporate Liability
JP Morgan Services India Pvt Ltd
11.2010 - 03.2011
Senior Credit Review Underwriting and Portfolio Risk Review Analyst
JP Morgan Services India Pvt Ltd
11.2005 - 11.2010
Customer Service Executive
HDFC Bank LTD
10.2004 - 10.2005
Officer Trainee
Datamatics Financial Services Ltd
07.2004 - 09.2004
Diploma in IFRS -
ACCA
Post Graduate Diploma in Business Administration -
scdl simboisis institute of diatance learning
Bachelor of Commerce -
Tolani College of Commerce
XII (HSC) -
Tolani College of Commerce
X (SSC) -
Greater Bombay Education Society
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