Shalini Srivastava
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Operations Executive @ HDB Financial Services
Bengaluru, Karnataka, India
Résumé
Jobs
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Operations ExecutiveHDB Financial Services LTDJun 2018 - Jun 2020 (2 years 1 month)Coordinate with the central ops team Prepare daily/monthly MIS reports Verify customer KYC and secondary documents Ensure on-time payments of customers Ensure adherence to policies at all levels Check all files for completeness and relevance Process and disburse files Handle all branch administration activities Regularly follow-up with customers- NExecutive Assistant ManagerNEW ERA WEALTH MANAGEMENT LIMITEDJan 2016 - May 2018 (2 years 5 months)Build and maintain lasting relationships with clients and partners by understanding their focus and anticipating their needs. Coordinate internal and external resources to expedite workflow. Manage communications between upper management and employees. Manage the risks of trading on foreign exchange markets while making a profit. Conduct research on the financial markets. Analyze market activity and monitor market trends. Monitor trading activities and transactions of other traders.
Education
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- Master's degree, Accounting and FinanceIndira Gandhi National Open UniversityDec 2015 - Dec 2017 (2 years 1 month)