Yash Tiwari
Mumbai
Summary
A process-driven person with an aptitude for finance management, analysis, and forming relationships. Capacity to oversee and harmonize with the objectives of every stakeholder. In a fast-paced environment. Competent in overseeing complex projects through teamwork to generate synergy and raise the organization's overall productivity.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sr Associate- Personal Banker
The Hongkong and Shanghai Banking Corporation Limited (HSBC)
03.2023 - 01.2024
- Carried out AML and KYC processes, Guaranteeing perfect Adherence to Legal requirements
- Evaluated client financial positions, identifying the most suitable banking products, resulting in a 98% satisfaction rate
- Cultivated and nurtured strong client connections provided outstanding guidance and assistance and helped to achieve a 100% Customer Satisfaction Rating
- Enhanced service delivery and meet client needs with 100% success rate by working with cross-functional teams
- Monitored client accounts, identifying anomalies or suspicious transactions with an accuracy rate of 100%
- Conducted Due diligence on customers to evaluate and control financial risks
- Investigated client questions, and promptly and helpfully resolved inconsistencies, to maintain a 100% customer issue resolution rate
- Handled international remittances with a dedication to accuracy and careful adherence to legal guidelines.
Summer Intern
Tenhard India Pvt. ltd
05.2022 - 07.2022
- Conducted a detailed analysis with a precision rate of 95% to discern consumer sentiments regarding online publishing trends, showcasing a nuanced comprehension of market dynamics
- Executed a comprehensive financial analysis, proficiently computing an array of ratios with a precision rate of 98%, offering insightful perspectives on the company's financial performance.
Project Intern
Lakhotiya Traders Pvt Ltd
04.2022 - 05.2022
- Contributed to strategizing initiatives aimed at boosting profit margins in Nagpur
- Received a Letter of Recommendation upon successful project completion.
Education
PGDM (Finance) -
Universal Business School
05.2023
Bachelor of Management Studies (BMS) -
NES Ratnam College of Arts, Science & Commerce
11.2020
Skills
- Financial Analysis
- KYC & AML- Customer Due Diligence
- Administration Support
- Regulatory Compliance
- Credit Risk Analysis
- Multitasking
- MS Office
- Effective and efficient communication
- Client Engagement
Certification
- Excel Intermediate By [Great Learning]
- Financial Risk Analytics [Great Learning]
Accomplishments
- Live project with NGO "Light of Live Trust". As a Team Leader of the health team, was involved in collecting health-related data on the rural population.
- 2nd Runner Up in Fashion Shown, Nes Ratnam College
- Member Of Rotaract
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Marathi
Upper intermediate (B2)
Timeline
Sr Associate- Personal Banker
The Hongkong and Shanghai Banking Corporation Limited (HSBC)
03.2023 - 01.2024
Summer Intern
Tenhard India Pvt. ltd
05.2022 - 07.2022
Project Intern
Lakhotiya Traders Pvt Ltd
04.2022 - 05.2022
PGDM (Finance) -
Universal Business School
Bachelor of Management Studies (BMS) -
NES Ratnam College of Arts, Science & Commerce
- Excel Intermediate By [Great Learning]
- Financial Risk Analytics [Great Learning]
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