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Senior, AnalysT

SUMMARY

  • Experienced in Oracle, Essbase, Walker, TAPS, Doc - X, US GAAP, MS-Excel - (Look ups, Pivot Table)
  • Actively participated in the implementation of Oracle Vendor payments at Confidential as a Senior Analyst
  • Successfully handled Marketing and Financial Projects titled ‘Investment Plan and opportunities in Small town & Rural Areas.’ in Confidential as Relationship Executive.
  • Studied and analysed financials of Confidential . And Confidential Ltd. As a Finance Trainee.
  • A quick learner with the ability to work under pressure and meet deadlines.
  • Exceptionally well organized with a track record that demonstrates self motivation, creativity and initiatives to achieve the set goals.
  • Possess strong Inter Personal Skills, Good Reasoning and Analytical Skills.

PROFESSIONAL EXPERIENCE:

Senior Analyst

Confidential

Responsibilities:

  • In this role me was based in Amex, DLF, and Gurgaon office and actively involved in the Accounts Payable (Global Payments Division), where me was mainly responsible for Vendor payments in oracle.
  • Apart from this me was also supporting team member in processing card payments of Taiwan and Japan.
  • CTQ for invoices and TEV for Hong Kong & Singapore market.
  • Handling Hong Kong & Singapore Liaison Desk.
  • Handling various types of Inward and outward (Vendor Payments) queries from various vendors and working out with our Singapore and Hong Kong units for resolving these queries. (Invoice accounting, reporting, invoice processing, release of payments till the payment recd.)
  • Preparing query log for monthly updates.
  • TEV tracker update and pre Audit TEV.
  • Established and improved client communications; maintained ongoing relationships.
  • Addressed customer inquiries; interpreted and delivered information; proposed suggestions; provided guidance; identified, investigated and negotiated conflicts.
  • Conducted surveys and analysed results.
  • Served as representative and liaison.

Relationship Executive

Confidential

Responsibilities:

  • Generate the leads of retail and corporate clients.
  • To make investments from the clients,
  • Regular follow up and updation to the clients regarding the financial environment (internal & external).
  • Periodical advice and suggestion for right market watch.
  • Churning the profits of the investments made by the clients for effective utilisation of money.
  • Manage the portfolio of the clients.
  • Management of IPO department and their clients.
  • Client, Branch & AMC ‘S co-ordination.
  • Handling Errors & complaints of clients, branches and AMC’s regarding recovery & redemption of investments in primary market products.
  • Providing the statements at regular intervals, to make the client aware regarding the status of their investments.
  • Power Point Presentations at the branches and to the clients as well, to encourage and to provide noledge regarding making the investments by various diversified ways.
  • Preparing business presentations for monthly business updates.
  • Coordinated, planned and contributed at trade shows and special events.
  • To create awareness among the small town and rural people in NCR majorly in Haryana about financial instrument through a seminar organised in their local area.
  • To give them a right direction to their investments they made and opportunities they can avail with minimum risk.
  • Since they invest in a very good amount in Shares but due to lack of awareness about other instruments (Mutual Funds, Gold Fund, Bonds, Systematic Investment Plans) and inadequate noledge they bear heavy losses too, so we educated them about other investments opportunities and received a good feedback.
  • Worked with different team members for implementing CRM in client/ Investor’s database management of Elite Stock.

Confidential

Corporate Finance Trainee

Responsibilities:

  • Growth Rate of Confidential .is positive or negative.
  • Whether the Trend and variances of the company are in favourable position.
  • Is the company flowing with the thumb rules of Ratios?
  • Company’s Short term financial position.
  • Company’s Liquidity financial position
  • Company’s Long-term financial position.

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