Sample Resume

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Objective

To excel and be a productive member of an organization and ability for the achievement of organizational and personal growth.

PROFESSIONAL SYNOPSIS

· An astute professional with nearly 2 years of experience; earlier associated with The Bank of New York Mellon, Pune as Team Leader.

· Knowledge in several banking operations like Cash and handling day to day activities in co-ordination with internal / external departments for smooth business operations.

· Developed competency in managing operations and implementing strategies towards enhanced customer satisfaction.

· Adroit at designing & implementing systems & procedures to ensure timely availability of information necessary to facilitate process.

Proficient at managing & leading teams for running successful process operations & experience of developing procedures, service standards for business excellence.

CERTIFICATION
. Commodities Market Module 2008
. Derivatives Market (Dealers) Module 2007
. Capital Market (Dealers) Module 2007
. Financial Markets: A Beginners’ Module 2007
. IRDA Certified 2005
. AMFI-Mutual Fund (Advisors) Module Certified 2004

CAREER ABSTRACT
The Bank of New York Mellon, Pune Dec’05 – Nov’07 Team Leader

Key Areas Covered:
. Tracking the dividends and interest being received for the assets held and notifying the concerned division for the trade discrepancy along with corporate action plan on the assets held by the clients.
. Managing a team of 7 members for the process. Provided training to the team to understand the concepts and there by speed up the processing.
. Developing weekly calls setup with the onshore team to plan required training schedules for different scenarios in-line with the progress of the accounts.
. Accountable for arranging and conducting team meetings twice in a week to check the process requirements and sharing new experience or scenarios.

Highlights
. Played a key role in reconciling almost 20 HNI clients non-custody accounts of previous months (total 800 a/c’s) on daily basis thereby looking into the clients holdings, like Stocks, Mutual Funds, Pay downs.
. Distinction of setting up quarterly incentives plans by laying down certain organisational standards in respect of quantity and quality matter.
. Significantly contributed towards the SLA’s in respect of quality and quantity were met every month. There was 100% attrition among the team members.
. Instrumental in minimising the turnaround time by automating few things in the process.
. Successfully obtained nearly 100 additional accounts to be reconciled.

HDFC BANK, Bombay Jun’05 – Jul’05 Retail Trainee

Key Areas Covered:
Identifying, qualifying and pursuing business opportunities through cross-selling liabilities products along with insurance and mutual fund to walk-in customers.

Monitoring clients’ branch-banking operations and customer queries relating to cheque, FD’s, DD’s, and Lockers for securing high retention levels.

Maintaining MIS reports & periodically submitting the reports to H.O for decision-making purposes.

SCHOLASTIC

2005 MBA (Finance) from SIOM, Pune University, Pune with 68.85%

Project Title

A Comparative Study of Conventional Investments & Mutual Funds
Organization Franklin Templeton Investments
Compared Nationalized and Co-operative bank & post-office schemes along with different mutual funds also conducted survey of investors to know their preference & expectations.

. 2003 B.Com (Marketing) from Poona College, Pune University, Pune with 66%
. 2000 HSC from Poona College, Maharashtra Board, Pune with 65.50%
. 1998 SSC from Navin Hind School, Maharashtra Board, Pune with 58.40%

OTHER ACTIVITIES
. Diploma in Public Speaking & Personality Development from Institute of Public Speaking
. Computer Course from Tata InfoTech – Diploma in Computer Programming and Applications.

IT SKILLSET

Operating Systems : Windows 98/ Windows ME/XP
Packages : MS Office, DOS, Internet
Language : C, Oracle, HTML
Designing : Flash

PERSONAL DETAILS
Date of Birth : 31st May 1983