Sumna Shrestha

Experience

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  Nepal SBI BANK

  Jul 2015 - Oct 2015

  Intern (Customer Service, Card and Capital Market)

  - Handled 500+ customers with opening and closing accounts, account changes, customer inquiries, suggesting on retail banking products, consistently exceeding targets- Developed personalized communication system with the customers offering exceptional services, increasing customer loyalty by 5%, making every interaction meaningful. - Handed mobile banking applications and digital transactions solely increasing client base by 10%

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  Chaudhary Group

  Feb 2016 - May 2017

  Senior Executive

  - Analyzed the financial performance of over 16 International hotels (sister concerns), Financial reporting, and Budgeting analysis - Ensured delivery of commitment and ongoing sustainability, measured by cost savings, greater output and overall risk mitigation. - Involved in issues like Inter Corporate Deposit, Renovation, Branding; and ensured best customer experience and international client’s satisfaction. - Caused the change and improvement in internal control system relating to financial asset management Show less

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  LDC WATCH

  Jun 2017 - Nov 2019

  Finance and Administration Officer (Headquartered in Belgium)

  - Handled books of account, financial reporting to donors, regulatory authority, and head office, - Executed diverse group of people through proper communication plans meeting the needs of the project/initiative - Disbursed salary and monitored vendors account and generated financial and narrative reports in standardized procedures, - Handled cross countries transactions, analysis and recording of foreign exchange transactions, - Dealt with diverse network of partners from almost 47 countries making use of my oral and written communication skills, delivering your best to make an impact. Show less

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  EVEREST REALTY LIMITED (Brokerage)

  Jan 2020 - Jan 2020

  Accounts Assistant (Volunteer)

  • Answer clients and customers questions and requests, building a long-term relationship, making inbound and outbound calls to clients • Generate customer statements once a week with a daily cash reconciliation• Prepare computerized credit and cash register, accounts payable (AP), receivables and payrolls

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  K2 Group

  Mar 2020 - Aug 2021

  Financial Accountant

  - Preparation of Financial Statement using knowledge of accounting standards, regularity requirements, accounting principles - Preparing daily cash reconciliation for various accounts, net assets value (NAV) for various projects along with maintaining bank accounts for cross group collaboration - Facilitate cross-functional and collaborative meetings, business strategy, consultants, vendors, overall organizational change management - Implemented effective control and planning for the client and products portfolio ensuring transparency and accuracy - Reviewing and amending subscription agreements for agreed service fees, interest rates, payment credit period, penalties and fines, admin fees, AML & KYC information. - Financial Reporting, Consolidation of financial reports for group companies, Inter and Intra company receivable and payable management Show less

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  RBC

  Sept 2021 - Oct 2022

  Banking Advisor

  - Opened 100 plus personal and investment bank accounts with complete KYC and AML details along with updated contact information, personal details, and various client information - Producing various statements for personal and business clients viz. investor Bank statements, Investment statements, tax statements, capital statements - Making proactive calls to client discussing about investment products like GIC, RRSP, TFSA, RESP, - Mutual Funds; and credit products like mortgage and line of credits - Managing client’s fund appropriately based on the short-term and long-term objectives in coordination with various other related departments as and when required Show less

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  Apex Group Ltd

  Nov 2022 - now

  Senior Associate- Transfer Agency