Training Financial Modeling
Plum Solutions
Total years of experience :4 years, 6 Months
Have Learnt about Financial Modeling, Data Analysis, Project Feasibility Technics, Dash Board Creation, Pivot Table, Charts
- Manage company and Top management Indian & Foreign Investments
- Due Intelligence & analysis on investment and do the needful
- Execute buy, sell, Hold strategies on investment as per management
- Analyse, Verify, reconcile monthly, quarterly, annual Investment statements
- Assist in all the projects handled by the Director
- Carry out the day to day, Strategic & Confidential HR & admin duties
-Conduct Market research of assigned 27000 UK Mutual funds
-Identify the data source & resolve sourcing issues
-Timely Collection of various Mutual fund data literature
-Analyse the historic and current fund performance data, investigate for any variance & document it.
-Update the KPI of fund data in SQL database(fact Editor) within deadline
-Load the source literature & map the Full Holdings, KIID
-Run daily data quality reports to avoid error
-Resolve queries and give MIS reports
-Achieve targets on set KRA
-Participate in weekly meetings to discuss process AOI & learn new updates
** Worked while doing MBA final project
- initiate the SAP Eclipse software & phone and ensure a smooth running of the operation
-Solve the Citi Bank credit card customer queries exhibiting professionalism
-verify customer account credentials via IVR
-Provide first call resolution (FCR) within set time to ensure customer delight with Zero Defect
-Cross sell offers/loan available
-Document the each event as per STAR (Situation, Task, Action, Result) principle
-In case of any error identified after, fill the SD (Self Declaration) form with error details to enable the DM to take immediate action and ensure quality service
-Achieve targets on set KPI & KRA
-Attend weekly meetings to discuss the process, Individual AOI
- Learn new products and new process updates
19th University Rank Holder
University 4th Rank Holder