Yamini Chakraborty
Finance & Operations (Deputy Manager)
Ranchi
Summary
Dedicated,Productive, learning and focused employee on leading a team and smooth operations to accomplish business objectives. Reliable in fulfilling expectations for quality, safety and efficiency. Accountable & passionate about delivering quality service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Deputy Manager
Kfin Technologies Ltd.
Hyderabad
04.2023 - Current
- Managed operations and ensure delivery as per SOP, and, helped team members to manage workloads and assignments, facilitating fulfillment of organizational objectives.
- Preparing several reports & MIS for SEBI & RBI after thorough analysis to meet the client's requirements.
- Helping senior management plan and carry out daily operations as per SLA to meet key objectives.
- Established monthly goals, communicating priorities to team and closely tracking progress to achieve success.
- SIP debit file preparation and helped IT for setting up logics in system for automation with reference to the same.
- Check & ensure continuous technology adaptation to have improved efficiency & quality in the process.
- Oversaw service level agreements for facilities maintenance along with suggested action plans.
Assistant Manager
Kfin Technologies Ltd.
Hyderabad
10.2021 - 03.2023
- Trained operations team to support operational excellence and excellent customer service.
- Performing daily and weekly Bank Reconciliations in Excel using Vlookups and Pivot tables to ensure tracking of inflows and outflows and preparation of MIS to manage investor and their investment data.
- Managed operations and ensure delivery as per SOP, and, helped team members to manage workloads and assignments.
- Performing KYC & AML checks and also performing integrity checks to modify data for accuracy and consistency to trace error and recover the data for audit trials.
- Preparing several reports & MIS for SEBI & RBI after thorough analysis to meet the client's requirements.
- Performing Non-commercial transactions & commercial transactions both as a part of process.
- Participated in conference calls and meetings and interacted with key leaders for process enhancement.
- Maintained positive, professional working environment to optimise team members and customer satisfaction.
- Communicating with Clients to resolve their queries and presenting the investment status reports
Education
Post-Graduation Programme in Management - Finance
ICFAI University
Gurgaon07.2022
Bachelor of Commerce - Accounting And Finance
Shri Shikshayatan College
Kolkata06.2018
Secondary Higher Education - Accounting
Agrasen DAV Public School
Ranchi05.2015
Skills
- Operation Management & Service Knowledge
- Bank Reconciliation
- Client Relations
- Regulatory requirements understanding
- Process development
- Proficient in MS Excel, Power Point, word
- General office administration
- Creative Problem Solving
- Team Work
- Analytical Skills
- Communication Skill
- Power BI
Internship at IBS G
Feb 2021 - June 2021, Sharekhan Limited.
Project Area: Finance and marketing
Objectives:
- · To study an overall understanding of awareness, knowledge and use of Equity and Derivatives as risk management tools among the investors
- To analyze investors' perception towards stock market and investors' preference of the equity derivatives product and their participation in Equity Derivatives.
- Prepared a questionnaire to know the investment patterns of the clients and through which instrument they participate in the financial market
- To identify the knowledge about the level of acceptance of derivatives among the people
Additional Internship
Nov 16 – Feb 17, Company – Mystore Wooplr
Project Area: Ecommerce Marketing
The task assigned in the internship was ecommerce marketing where we need to use skills like branding, fashion curation, social media marketing, and customer acquisitions for the completion of the target.
Certification
- · Advanced Excel - IBS
- Digital marketing - ILEAD
- Building Dashboard in Power BI - IBS
- Banking and Credit management - IBS
- NISM certification Registrars to an Issue and Share Transfer Agents – Mutual Funds
Accomplishments
- Monthly Spot Award as best hardworking and Quick learning employee of the month (Jan 2022)
- Best Team lead worker in 2nd Quarter for 2022
Skills
MS Office tool Proficiecy, Client Relations, Business Development, Creative Problem Solving, Good Communicator
Timeline
Deputy Manager
Kfin Technologies Ltd.
04.2023 - Current
Assistant Manager
Kfin Technologies Ltd.
10.2021 - 03.2023
Post-Graduation Programme in Management - Finance
ICFAI University
Bachelor of Commerce - Accounting And Finance
Shri Shikshayatan College
Secondary Higher Education - Accounting
Agrasen DAV Public School
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