Hitika Bhosale

• Conducted basic sector research in the energy industry to understand market trends and
potential investment areas.
• Verified bank records and company financial statements to ensure accurate financial
documentation.
• Applied basic depreciation methods for maintaining correct asset values in financial records.
• Assisted in preparing documentation related to financial transactions for crude oil imports.

• Entered and maintained employee and financial data in internal company systems.
• Prepared and submitted tender documents according to client financial requirements.
• Maintained billing records and matched invoices with deliverables to ensure proper financial
tracking.

• Assisted investors with queries related to mutual funds, dividend payments, and redemption
processes.
• Provided information about mutual fund schemes, investment accounts, and transaction
procedures.
• Maintained accurate client records and ensured confidentiality of financial information.
• Managed emails and coordinated with internal teams to resolve customer and investment
related queries.

• Interacted with clients to provide information about mutual fund schemes, accounts, and
financial services.
• Assisted clients in opening Demat accounts and guiding them through the trading process.
• Resolved customer complaints and ensured efficient customer service support.
• Coordinated with internal teams to ensure smooth handling of customer requests and account
services.