Financial Analyst Office

Shraddha Jain

***, ******** ** ****,****** Colony,Naya Bazar, Gwalior (M.P.)-474009

+91-844-***-****, ****.********.**@*****.***

5.8 years’ of experience in Banking Operations with mutual fund operation, seeking a challenging position in a reputed organization which will provide an opportunity to utilize my knowledge, skills and education to add values to the organization and my career alongside.

Professional Experience

ICICI Prudential Asset Management Company LTD, Gwalior

Branch Relationship Executive, June 2019- August 2020

Handling of all the Mutual fund operation.

Expertise in Retail Mutual fund Sales.

Handling Queries related Mutual fund operation received from Distributors, Retails Banks and investors including direct walking client.

Processing Financial and non- Financial transactions of mutual funds.

Handling Branch Petty Cash, Monitoring Costs and expenses and inventory of office supplies.

Maintaining Daily Transaction report and collecting the MIS from others MPCG Branches.

Sumitomo Mitsui Banking Corporation, Delhi

Officer, October 2017 – Feb 2019

Expertise in Outward and Inward Payments clearing for corporate and retail clients via mode of NEFT, RTGS

Processing Outward Clearing and NACH

Interacting with various stakeholders as and when necessary be it internal or external

To handle and process complete operations related to Foreign Currency Outward/ Inward Remittance including screening of documents

Handling operations related to Fixed Deposits and Issuance of Balance Confirmation

Daily & Regulatory Reporting

The Royal Bank of Scotland, Delhi

Process Analyst, November 2014 – October 2017

Expertise in Outward and Inward Payments clearing for corporate and retail clients via mode of NEFT, RTGS

Monitoring & Reconciliation of NEFT and RTGS with the SFMS(RBI reports)

Processing Outward Clearing and NACH

Prepare and submit high value transaction report to the Treasury

Processing stop payments for lost and fraudulent cheques

Prepare and record the RMC details

Expertise in Transfer for GBP clients

Job Highlights

Achieved Operation Champion Award for the month of October 2018

Certified with NISM Mutual Fund Module V

Achieved quality awards and ovations for excellent performance and maintain good level of accuracy

Achieved Bronze Ovation in the month of January’17

Achieved Analyst of the month at august’16

Achieved Spot ovation for processing 62 e-transactions manually of value INR 1085 crore during an unpredictable system outage at RBS

Certified in White Belt in Six Sigma Certificate

Certified in Internal Skill Assessment on Cash

Academic Projects

NTPC Limited, Noida, May 2013 – Jun 2013

Project Undertaken: Role of Finance in award of Power Project contract by NTPC

Key Learning:

Process of Awarding (Giving) a Contract to a Tender

How to do financial analysis of the bidders through ratio analysis

Document verification from Bid invitation to awarding a contract

Academic Qualifications

PGDM with the specialization of Finance and HR from Jaipuria Institute of Management Indore with CGPA 3.057/4.00 in 2014

Bachelor of Computer Application (BCA) from Kamla Raja Girls PG Autonomous College Gwalior (M.P) with 76.2% in 2011

Achievements

Appreciation certificate from GM (Finance), NTPC Limited for single handedly and efficiently completing the NESCL project (from tender invitation to awarding a contract)

Got 1st rank in Derivatives and Risk Management at Jaipuria Institute of Management, Indore

Attended International Management Association Conference of Transformation Leadership held at Indore

Awarded Scholarship by Government of Madhya Pradesh for scoring 85.5% in 12th Board

Technical Skills

Advanced Excel

MF360

Microsoft Office

Score & FPS

Finacle 10

ACME (Advanced Cash Management Engine)

Signature management system

QPH (Quester Payment Hub) and Structured Financial Management system (SFMS)

FircoSoft

TEMS

Cash Management System

T24

BTS Application

Skill & Competencies

Financial Skills: Ratio analysis, Mutual Fund knowledge, Derivatives, Financial Analysis

Strength: Analytical, Optimistic, Hardworking, Quick Learner, Strong Motivational skills

Interests: Traveling, Dancing

Contact this candidate