Namrata A Chaube

Experience

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  Swaroop Computers

  May 2017 - Apr 2018

  Accountant

  -Prepared and reviewed Sales and purchase accounts monthly in “Tally ERP 9” to monitor and trackcustomer satisfaction and complaints.-Maintained cash flows by monitoring bank balances and cash requirements-Identified customer needs and achieves service levels that met and exceeded expectations.-Handled operating cycle process of the company like preparing vouchers, assisted in auditing, customer engagement, and regular payment follow-ups with clients.-Tracked, recorded expenses, and reconciled accounts to maintain accurate, current, and compliant financial records. Show less

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  Vasai Janata Sahakari Bank Limited., Vasai.

  May 2018 - Nov 2018

  Temporary Clerk

  -Developed and maintained professional and productive ongoing client relationships with designated clients, ensuring elevated service levels are met with new and existing clients.- Assisted customers with their day-to-day banking needs such as clearing of cheques, transfer of cheques, opening new accounts, providing services to the customer's query, KYC update, statement generation, Reconciling account information, and so on.-Accurately maintained records of each transaction in the OMNI channel and ensured all documentation and paperwork was in place and within compliance.-Processed 25+ customer transactions per hour with extreme attention to detail. Show less

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  HDFC Life

  May 2020 - Jul 2020

  Finance Intern

  -Analyzed & researched 21 companies of Pharma sector (Large Cap) for the period of 2 months and developed fundamental and technical analysis detailed report.-Carried out detailed Research on the Participating Insurance products of various Insurance companies. Wherein learned about the importance of insurance, calculated returns, provided policies on them, and also conducted surveys for the research work.-Also worked on the following: -Index creation, NAV, Product Development, IPO analysis, and reporting.-Prepared wealth maximization portfolio for an individual based on their risk appetite Show less

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  ISS | Institutional Shareholder Services

  Nov 2021 - now

  Analyst

  -To research, collate and verify the data from various sources for the companies listedunder the Canadian market and to profile them using current ISS collectionmethodologies and policies in the DCT Tool.-Collecting and analysing data for compensation under governance like burn rate, dilution, multiple equity plan proposals received by top executives, etc.-Attend to internal and client queries and requests to ensure data captured is alignedwith data methodology and policy guidelines.-Comply with established work process standards to ensure the quality of datacollected.-Escalate data interpretation issues as needed Perform root-cause analysis if dataissues are identified. Show less