Vishal Suvarna
Deputy Junior Officer
Summary
Banking professional with 3 years of experience in financial operations, customer service, and compliance. Seeking to transition into investment banking, bringing strong analytical skills, attention to detail, and a solid understanding of financial systems.
Overview
6
6
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Deputy Junior Officer
Bharat Co-operative Bank
10.2021 - Current
- Prepared and analyzed financial statements, including Income & Expenditure reports, Trial Balance, Office Accounts, and Bank Reconciliation statements.
- Led and streamlined operations, oversaw administrative functions, and managed annual budgeting processes to ensure organizational efficiency and financial alignment.
- Promoted a range of banking products while cultivating and strengthening long-term customer relationships to drive business growth.
- Resolved claims and disputes, managed cash operations, and supported customers in addressing and resolving banking-related issues.
- Ensured timely audit compliance with statutory authorities, RBIA, Concurrent Audits, and KYC regulations, maintaining adherence to all regulatory requirements.
Assistant Junior Officer
Bharat Co-operative Bank
01.2022 - 01.2025
- Prepared and maintained financial documentation while ensuring accurate and timely compliance reporting.
- Supported customer service operations, contributed to product marketing initiatives, and managed account handling tasks.
- Assisted in financial planning, conducted client assessments, and supported business development initiatives.
Gandhi Fellow - State Transformation Program
Piramal Foundation for Education and Leadership
06.2019 - 10.2021
- Coordinated with government education officers for effective policy implementation and reporting, and spearheaded a pilot team for Social-Emotional Ethical Learning initiatives.
- Generated analytical reports at the district level, created impactful documentary content, and prepared training resources for workshops.
- Supervised volunteer groups during assessment activities and community awareness initiatives.
Education
Bachelor of Commerce - Financial Markets
Mumbai University - N.G. Bedekar College of Commerce
Thane, Maharashtra04-2016
Higher Secondary - Commerce
R.A.D.A.V. College of Commerce And Science
Bhandup, Mumbai 04.2001 -
Skills
Budgeting and Finance
Certification
Certified to act as a specified Person for a Corporate Agent Insurance specified person - Insurance Regulatory and Development Authority of India
Awards
- Best Fellow Recognition - Gandhi Fellowship
- Best Lead Volunteer - BHARAT BANK STAFF WELFARE CLUB, MUMBAI
- Publication in Culture Lens Magazine - Gandhi Fellowship
Hobbies
Cycling
Technology
Listening Music
Reading Blogs
Timeline
Certification in Investment Banking, Hedge Fund Operations, Financial Modelling , Magic Institute of Excellence - In progress
01-2025
Certified to act as a specified Person for a Corporate Agent Insurance specified person - Insurance Regulatory and Development Authority of India
02-2024
Assistant Junior Officer
Bharat Co-operative Bank
01.2022 - 01.2025
Deputy Junior Officer
Bharat Co-operative Bank
10.2021 - Current
Gandhi Fellow - State Transformation Program
Piramal Foundation for Education and Leadership
06.2019 - 10.2021
Higher Secondary - Commerce
R.A.D.A.V. College of Commerce And Science
04.2001 -
Bachelor of Commerce - Financial Markets
Mumbai University - N.G. Bedekar College of Commerce
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