Experience

• 

  Edelweiss financial services limited

  Feb 2014 - Jun 2014

  Generated ₹150,000-₹200,000 in revenues by adding new clients to the company’s portfolio, sales of mutual funds and brokerage. Carried out reporting on trade position and pricing level. Provided technical expertise on security selection. Collected and analysed data from trades and from client portfolios to report portfolio performance to the clients.Achievements:• Achieved high productivity with 100% accuracy in client reporting and resolution of concerns voiced by clients. Appreciated by the manager for successfully learning and completing ad-hoc tasks, prompt service delivery, troubleshooting issues and assisting clients on maintenance of the online platform.Applications used: MS Excel, MS Word, Power-point, Outlook. Show less

  • HNI- Investor Relations Executive

    Mar 2014 - Jun 2014

  • Intern

    Feb 2014 - Mar 2014
• 

  Bookattic, book delivery services.

  Jun 2014 - Dec 2015

  Founder

  Created a book delivery business model by identifying the need for low-cost course books among students. Implemented this model by creating a customer base in various colleges and institutes within Bhopal, bridging the gap between micro-sized book vendors and students. Further expanded the business by investing the profits in capital markets.

• 

  G4s

  Nov 2017 - Nov 2018

  Transaction administrator (cash processing)

  Managed approximately 39,000 transactions worth well over €20 million over a year. Efficiently recorded, and maintained the data flow of all transactions received from various businesses (foreign and local currency) across Ireland. Ensured documentation and transfer of approx. €4M cash in a team of 15-20 members to the vault regularly. Assisted in data maintenance for further performance report generation.Achievements:• Achieved 30%-40% team performance enhancement by cutting processing time, resolving transactional discrepancies. Applauded by the section manager and supervisors for significant, efficient, and accurate contributions towards the achievement of team goals. Also, for accurately developing technical expertise regarding applications and equipment used.Applications used: GD Compass, Eviper, MS Excel, MS Word, Outlook. Show less

• 

  Acuity knowledge partners

  Aug 2020 - now

  I lead a team to help implementing DOOR automation platform within the client's RFP/DDQ ecosystem.Leading a team of RFP/ DDQ professionals to ensure efficient and timely delivery of projects.Managing a self initiated Qvidian Automation Project to automate recurring Due Diligence Questionnaires to make RFP/ DDQ process more efficient.BAUs involve, task allocation, performing regular quality checks or reviews of client questionnaires, assisting senior management with maintaining trackers and preparation of periodic audit reviews, training resources internally and at department level. Show less Assisting our client, one of the largest asset managers, with writing high quality and impactful RFPs, RFIs and DDQs, with an overall accuracy of 98%.Currently leading a team, to efficiently set up DOOR platform within client’s RFP/DDQ ecosystem.Generated the highest amount of output in the team with 98% accuracy, and well over 700 error free quality checks.Conducted well over 40 training sessions constituting to 60 plus hours, over last year, besides the regular and additional tasks.Lead problem-solving and troubleshooting calls within the team constituting to approximately 150 call hours.Managed the team workflow with a 99.7% of project delivery rate.Applications proficient with: Qvidian, Rocket Docs, Seismic, Tableau, FAMIS, DOOR, Microsoft Office. Show less

  • Senior Associate

    Mar 2024 - now

  • Associate

    Apr 2022 - now

  • RFP/ DDQ Analyst

    Aug 2020 - Apr 2022