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Alisha Pattnaik

Alisha Pattnaik

Client Service Associate

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location of Alisha PattnaikPune/Pimpri-Chinchwad Area

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  • Timeline

  • About me

    SAP CERTIFIED SAP S/4HANA FINANCE | SAP FI | Looking for Opportunity in SAP FICO

  • Education

    • Institue of Management and Information Technology

      2013 - 2015
      Master of Business Administration - MBA Accounting and Finance

  • Experience

    • HDFC Mutual Fund

      Jul 2017 - Nov 2020
      Client Service Associate

      Overview:-Working as executive for HDFC mutual fund. Role involves handling customer service, operations and admin functionality.Handling all new accounts for Mutual funds portfolio management and advising them with suggestionAnalysing markets trends and advising customers and accounts for appropriate investmentsApplication reviewing and logging in, with timestamp check in. Maintaining all the reports, reviewing them before submitting CAMS teamHandling all customers queries coming through walk-in and phone callsParticipating in weekly calls with all stake holders for updates.Handling queries with regards to mutual fund documentation from customers and brokers.Sending feed in excel to backend team for billing & further processing Show less

    • Capgemini

      Aug 2021 - Feb 2022
      Senior Financial Analyst

    • State Street HCL Services Pvt Ltd

      Jul 2022 - Dec 2022
      Specialist

    • ZS

      Apr 2023 - now
      Financial Analyst

  • Licenses & Certifications

    • SAP Certified Application Associate - SAP S/4HANA for Financial Accounting Associates (SAP S/4HANA 2021)

      SAP
      Sept 2022
      View certificate certificate