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Financial Planning Market Place

Location:
Richardson, TX
Salary:
USD 60,000 to 80,000
Posted:
February 08, 2024

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Resume:

Name: CHANDANA

Email id: ad3hst@r.postjobfree.com

Number: +1-945-***-****

Career Objective:

To build my career with an organization that provides a challenging work environment, where I can utilize my skills for the mutual benefit of the organization and self. Executive Summary:

● Total 3years of professional career.

● Being an NISM 5A Mutual Fund Distributor Certified - have deep knowledge on mutual fund distribution, different kinds of mutual fund schemes and their features, understanding how mutual funds are distributed in the market-place, how schemes are to be evaluated, and how suitable products and services can be recommended to investors and prospective investors in the market, Get oriented to the legalities, accounting, valuation and taxation aspects underlying mutual funds and their distribution.

● Have good exposure with financial planning as an approach to investing in mutual funds as an aid for mutual fund distributors to develop long term relationships with their clients.

● Have good knowledge on SAP Integration for the intelligent sustainable enterprise - integrated business application portfolio that spans across four main business processes: Lead to Cash, Recruit to Retire, Source to Pay and Design to Operate.

● Have good knowledge on SQL: It helps data experts maintain, create and retrieve information from relational databases, which separate data into columns and rows, it also allows them to access, update, manipulate, insert and modify data efficiently.

● Accounting knowledge and understanding of how financial statements and systems interact with financial reporting.

● Exposure to general ledger accounting and financial statement reporting.

● Experience in principles of accounting.

● Core competencies include income statement and balance sheet preparation. Education Qualification:

MBA Score 6.81 (SGPA)

R V Institute of Management Passing year 2020 Bangalore Central University Bangalore

Bachelor of Engineering Score 74.61% Navodaya Institute of Technology passing year 2018 Visvesvaraya Technological University, Belagavi

Diploma Score 78.96% H.K.E. Society Polytechnic Raichur passing year 2015 Department of Technical Education, Bangalore Raichur

SSLC Score 62.72% St Mary’s Convent High School passing year 2010 Karnataka State Secondary Education Board,

Bangalore Raichur

Internship:

Company: Bharath Co-operative Bank Ltd., Bangalore

Subject: Analysing the process and issues of credit appraisal and credit scoring.

Duration: 31 Days during the month of August 2019 Roles & Responsibilities: Worked with Computer Manager to gather the information about the organization required for the project report. Dissertation:

“A Study on usage of Artificial Intelligence for predicting consumer demand to manage supply of consumer products during pandemics”.

Technical Skills:

MS Word, Power point

Certified Course on MS Excel by NICT

Auto cad

Supply Chain Management

SQL

Co-curricular Activities:

• Volunteered at CSR Activities organized by RVIM.

• Volunteered at Job Fair Program organized by RVIM. Volunteered at “Innovis Fest” Event Management Team in RVIM.

• Participated in “Venture Fest” held in RVIM.

• Volunteered in “NIPM” organized by GKVK College.

• Audit Certificate

• NISM Mutual Fund Certificate

• SAP – Integration for the Intelligent Sustainable Enterprise Certified

Summary of Work Experience

Procurement Agent

Genpact, Hyderabad

Oversaw both Domestic and International Procurement for the the IT hardware, software, and staffing.

needs of several teams across INDIA and the US.

Co-ordinated with suppliers to get the precise quote for the exact requirement, through RFQ process.

ensure best quality materials and services are procured at minimum price possible through negotiation.

on terms and conditions, lead time and pricing with suppliers.

Converted PR to PO and I oversaw the procurement operations of creating PR.

I work on Oracle tool for the creation of PO.

Before the documents are submitted for approval, I quality-check the justifications offered for the PR approval.

Handled client calls during the Reviews on the progress Communicate the process updates and ensuring those are updated in the SOPs.

Established strong relations with key supplier which leads to give them prompt responses while negotiations.

Assisted my team in Contract Management in reviewing contracts and Cost analysis to ensure the process complies with all requirements.

Managing order confirmations, reschedules and cancellations based on the requisitions.

Assigned daily inflow to the associates based their region of support and maintain the tracker of actions took by them in handling their tasks.

Subject Matter Expert of our system enterprise resource tool. As an SME I executed budget approval for buyers through testing.

Trained and issued the LTOs to the new joiners based their performances and trainings.

As an MIS, I created the bi-weekly, monthly and quarterly productivity report of our teams with individual trackers of the team members.

I guaranteed that all exchanged and stored data is accurate and clean.

Finance Specialist

Edelweiss wealth management, Hyderabad.

● Outstanding communicator, with strong writing, speaking and presentation skills.

● Extensive knowledge and experience using excel and advanced spreadsheet functions.

● Managed balance sheet accounts reconciliation process of business units.

● Supporting the monthly close, sub-ledger coordination, and schedule covering multi-region and systems.

● Knowledge of generally accepted accounting principles and standard business practices.

● Excellent customer service to internal and external customers.

Business development representative

ACCELQ software solutions India Pvt, Ltd, Hyderabad

● Introducing the company product to clients by contacting them through different sources

● handled the team effectively and complied with the processes and procedures established for the company.

● Documented the end-to-end work properly using the tools provided.

Personal Details:

Date of Birth 20th August 1994

Father Name Siddappa R

Gender Female

Nationality Indian

Languages Known English, Kannada, Hindi, Telugu

The information provided above is authentic and true to the best of my knowledge. Place: Texas, Dallas(Chandana)



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