Vineeta Malik

Experience

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  Sharekhan

  Mar 2017 - May 2017

  Summer Intern
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  Logic Fruit Technologies

  Nov 2017 - Nov 2017

  Intern
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  Aditya Birla Sun Life Mutual Fund (ABSLMF)

  Feb 2018 - Apr 2020

  Relationship manager

  1) Carry out strategic development of key channel partners with focus on managing existing relationships and growing overall revenue.2) Gather client requirements, feedback, prepare documentation and generate wealth report.2) Ensure SEBI/AMFI rules and regulations are strictly complied with.3) Lead seminars on mutual funds, financial markets and economic conditions with channel partners, 4) Monitor product mix (Equity MF, Fixed Income, and Structured products) to enhance profitability by offering high margin products. Show less

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  ICICI Bank

  Apr 2020 - Jun 2021

  ETRG

  1) Develop client relationships and handle forex transactions across SME, large and mid-corporates and institutional customers such as venture capital, private equity and capital market participants.2) Gather requirements and identify issues and conduct analyses with senior leadership team. 3) Collaborate with internal and external teams to analyse product mix of trade accounts in business banking segment.4) Ensure compliance to internal and external guidelines on trade finance activities Show less

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  Baroda Global Shared Services Ltd

  Jun 2021 - Feb 2022

  Trade Service Manager

  1) Collaborate with internal forex transaction units to evaluate transaction risk, prepare documentation and generate daily transaction report to ensure quality assurance in the process.2) Ensure transactions complying with AML rules, KYC risk profile and regulatory treatment of trade credit and loans associated with trade services.3) Collaborate with internal and external teams to update pending compliance.

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  Landytech

  Mar 2022 - Mar 2024

  Business Analyst

  1) Gather requirements and collaborate with product & design department to evaluate solutions and identify areas for enhancement.2) Prepare support documents and develop use cases, acceptance criteria and conduct testing.3) Build and generate reports on Sesame enterprise reporting platform