Summary
Overview
Work History
Education
Skills
Certification
Quote
Timeline
Generic

Tejaswini G

Bangalore

Summary

Finance and Management enthusiast with over 3-5 years of experience in Financial and Banking domain. Review, portfolio management and Stakeholder management. Experienced in Financial analysis, Financial modeling, Budgeting and forecasting, Risk management, Investment analysis, Data analysis, Financial reporting, Excel, Market research, and Financial planning.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Manager

HDFC Bank
08.2022 - Current
  • Handled Foreign transaction i.e outward remittance, inward remittance, foreign cards with fixing the rates with clients and settling the transaction on daily basis.
  • Handled cash transactions to operations, account management, customer support and branch management along with daily bank transaction and financial management.
  • Designed business processes, made recommendations and changes in order to improve and support business systems and activities.
  • Accomplished multiple tasks within established timeframes.
  • Collaborated with existing and prospective HNI clients worth over 100 cr. to ascertain financial goals and provide recommendations on investment solutions.

Financial Analyst

LSEG
02.2019 - 07.2022
  • Collected, analyzed and managed quantitative data and created meaningful reports to lead business improvement revenue, profitability, and expense forecasts.
  • Worked on US, Bangladesh, Pakistan, Canada market analyzing their financial statements and provide the accurate statement for the clients.
  • Worked on 10-k, Quarter, Annual Reports on yearly basis.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Reviewed and assessed credit limits for a portfolio of over 30 clients on a daily basis, ensuring compliance with risk management protocols and optimizing credit services.
  • Dealt with various portfolios of client assets ranging from 50 million to 500 million USD.

Education

Bachelor of Commerce - Accounting And Finance

Bhartiya Samskriti Vidyapeeta
Bengaluru, India
05.2018

Pre-University - Commerce - Accounting

Bhartiya Samskriti Vidyapeeta
Bangalore
05.2015

Skills

  • Business Administration
  • Strategic Planning
  • Team Work
  • Decision Making
  • Delivering Quality
  • Leadership
  • Critical thinking
  • Financial Management

Certification

  • US CPA - Certified Public Accountant (Pursuing) FAR - Financial Accounting and Reporting
  • CIBOP- Certified Investment Banking Operations Programe
  • PGFAP - Professional Graduate Financial Analyst Programe

Quote

Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
John R. Wooden

Timeline

Manager

HDFC Bank
08.2022 - Current

Financial Analyst

LSEG
02.2019 - 07.2022

Bachelor of Commerce - Accounting And Finance

Bhartiya Samskriti Vidyapeeta

Pre-University - Commerce - Accounting

Bhartiya Samskriti Vidyapeeta

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Tejaswini G