Manager Customer Services Operations

AVTICA SHARMA

*****, ****, **, ******, **, V*V *Z9

Contact: +1-236-***-****, E-Mail: adi7bp@r.postjobfree.com Page 1 of 2

OPERATIONS MANAGEMENT PROFESSIONAL- BANKING SECTOR/ MUTUAL FUNDS

Seeking an opportunity in the field of Finance Operations in the industry in a reputed organization where I can complement my skills and contribute in the most effective manner. PROFILE SUMMARY

● Competent and result oriented individual with MBA-International in Finance and Marketing from Lovely Professional University, Phagwara, Jalandhar with an experience in Clearing of Cheques, Financial Transactions, Customer Service Operations.

● In the recent past worked incapacity of Accounting and Financial Manager, Karnal.

● Prior Stint with ICICI Prudential Mutual Fund for 2 years, L&T Mutual Fund for 1.9 years and IDFC AMC Ltd and worked there for 4 years.

● Completed Certification of Currency Derivatives: A Beginners Module by NISM; conceptually strong in operational processes and modern banking/finance environment together with technology-familiarity and customer-orientation.

● Knowledge in formulating and implementing the Finance & Accounting Policies/Procedures & Statutory enactments with the ability to relate theory with practice.

● Result oriented & responsible professional with a matured approach and able to make an effective contribution to the performance of a team with good leadership and motivating capabilities. PROFESSIONAL EXPERIENCE

1. Unique Tar and Infra Solutions P Ltd, Karnal Jan'2020 tillJul'2020. 2. ICICI Prudential Mutual Fund, New Delhi Dec’2017- Till Jan'2020. 3. L&T Investment Management Ltd, Ludhiana Feb’2015- Till Sep’2016. 4. IDFC Asset Management Ltd, Ludhiana Jan’2011- Till Jan’2015. ACCOUNTS AND FINANCIAL MANAGER

• Ensuring an accurate and timely monthly, quarterly and year end close and the timely reporting of all monthly financial information.

• Assist the Controller in the daily banking requirements.

• Assuring the accurate and timely processing of positive pay transactions along with the monthly and quarterly Bank Compliance activities are performed in a timely and accurate manner. Supports budget and forecasting activities.

• Monitors and analyzes department work to develop more efficient procedures and use. of resources while maintaining a high level of accuracy. Advises staff regarding the handling of non-routine reporting transactions.

INVESTOR SERVICES (Operations)

● Entrusted with the responsibility of transaction process from acceptance to verification to stamping time for financial transaction (purchase, redemption, switches etc)

● Working on Banking of Cheques i.e., high value clearing & normal MICR clearing in specified accounts.

● Reporting the Financial Transactions & Compliance Reports to the Corporate Office.

● Accountable for creating relationships with major Client and Customers coupled with proven capability in managing customer centric operations while adhering to guidelines and ensuring customer satisfaction by achieving delivery and service quality norms.

AVTICA SHARMA

12121, 101a, Av, Surrey, BC, V3V 2Z9

Contact: +1-236-***-****, E-Mail: adi7bp@r.postjobfree.com Page 2 of 2

● Handling allotment of units, making arrangements for Capital Gain Statement, taking up the matter with Corporate Office for faster resolution for exceptional cases, comparing the transactions reported by branch and processed or rejected by the Registrar etc.

● Developing and monitoring performance against key success metrics while identifying and mitigating risks associated with achieving the business plans.

HIGHLIGHTS

● Retaining customers by providing best possible service, quick execution of orders & by keeping the customer updated.

● Received several appreciation mails from superiors and clients for completing all the works and meeting deadlines in a timely manner.

EDUCATIONAL CREDENTIALS

MBA (International- Finance and Marketing), 2010

Lovely Professional University, Phagwara, Jalandhar, India BCA, 2008

D.D. Jain Memorial College for Women, Ludhiana, Punjab University, India CERTIFICATIONS

o Mutual Fund Certified organized by Association of Mutual Funds in India. o Currency Derivatives: A beginners Module by National Institute of Securities Markets. TRAININGS

o One month Training at UNCC, USA

o One week Training in Singapore.

PROJECTS

Title: Study about Consumer Behavior on Branded Apparels. Overview: Got the opportunity to learn about customer preferences and changing demands. Title: Fundamental and Technical Analysis of Five Companies of Indian Steel Industry Overview: Resulted in good understanding that whether an investor should invest in steel industry or not, and which amongst a five is key Player. PERSONAL DETAILS

Name as in passport : Avtica Sharma

Date of Birth : 27th November 1987

References : Available On Request

Passport Number : P1561062

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