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in Operation Managements/ Finance Management an organization
of great repute
Having years experience
in Operation Management in the IT Sector as well as Banking.
Presently associated with
Polaris Retail Infotech Ltd, Gurgaon as
Results oriented and determined,
seeking an opportunity in the Finance / Accounts Sector.
Detailoriented, with proven
communication and analytical skills; can handle multiple tasks to meet
deadlines in pressure situations.
Exhibits an honest work ethic
with the ability to excel in fastpaced, timesensitive environments.
Dynamic professional; excellent
team player with proven ability to work consistently towards attaining
goals and targets.
Focused and hardworking, self
motivated and team oriented; willing to go the extra mile, coupled with
excellent communication and interpersonal skills.
Professional & Education Qualification
Masters in Business Administration MBA Finance, from I.M.S Ghaziabad
: Bachelor of
Commerce from Delhi University, Delhi %
Tools : Microsoft Office and Excel, Word
Area of Expertise
Studying the business needs,
developing project plan & identifying key resources.
Devising Project Design
and gaining management approval.
Developing project plans
for implementation and delivery.
Managing user and super
user training and knowledge transfer workshops.
Project close activities
after successful implementation and handover.
Jun’ till Present
HDFC Bank was incorporated in August
, and, currently has an nationwide network of , Branches and
, ATM's in Indian towns and cities.
Roles and Responsibilities:
Deputy ManagerBranch Banking
Contact with the customer
in the branch & to provide courteous customer services & Maintain
Database with contact details, address and contact Number.
Provide customer service and
product information & Inward/ Outward Entries and Authorization
Cheques Report Generation
& filing & Managing Safety Deposit Lockers.
Generation of referrals from
internal database & Handling cash payment and receipts
Deliverables Custodian, Balance
Enquiries for walkin customers.
Handle the tasks of opening
new saving accounts, front desk operations, cross selling of bank’s
Brief transaction query &
Timely and accurate processing of deposit related transactions.
Processing account opening
and closing requests and account maintenance.
Handle branch admin &
housekeeping activities, maintaining staff records & processing
of Payment advices & statutory bill payments of the branch.
Responsible for resolving
customer queries, leads and followups.
Verification and checking
of account opening forms. Ensuring the customer receives the account
opening kit within TAT
Polaris Retail Infotech Ltd.
May’ to May’
Polaris Retail Infotech Ltd is a
Group of POLARIS SOFTWARE LABS, It is a leading
business in Retail solutions to several retail industries across the
world. It offers wide range of Business Solutions to all types of entities
to meet the needs of full spectrum users large enterprises and integration
with SAP, BAAN,etc. whatever the line of business activity.
Roles and Responsibilities:
Collect the data from business
heads & collate it, prepare the cuts and dimensions of the data
as required for the management decision making, Present the data in
a user friendly understandable format using EXCEL.
Responsible for Functional
activities & Work with functional people and the client to obtain
necessary information to support the team's requirements.
Liaisoning with the Operations
team and ensuring productivity & Ensure smooth mailing process as
well monitoring the responses received from various activities.
Managing the Direct mailing
activities for the organization & Documentation of all data and
process related work.
Maintain record of expense
bills of all associates of all regions.
Advanced Proficiency with
excel spreadsheets to develop budget, planning and reporting model.
Prepare Weekly reports by
product category. Period Drive Brand volume & revenue report.
Assign & administer the
meetings & Generate and publish regular reporting and analysis.
Drafting of various mails,
replies, letters & Experience in data sourcing, data updating,
data structuring, data cleansing and data enhancement.
Follow ups with top management
executives for MIS / Reports/ Meetings & Develop, manage and analyze
corporate and commercial databases.
Handling of important/confidential
files and documents and maintaining its privacy level.
The ability to deal effectively
with tight month end closing process and daily deliverables.
Team oriented person who can
focus on the details & to recognize and act upon critical deadlines
& Management of all emails sent / received via Lotus Notes.
of Billing / payments, and handling queries regarding the same & should have adequate knowledge of MSExcel, MSAccess
and other database related software’s.
Desire to follow tasks through
to completion & to receive data from central operations in an agreed
excel format. To distribute the client IP data to the agents of pay
for countries, where the agents are responsible for verifying the data.
YES Bank, New Delhi
Oct’ to Mar’
YES BANK is the only Greenfield license
awarded by the RBI in the last years, associated with the finest
pedigree investors. YES BANK has fructified into a
“full service” commercial Bank that has steadily built Corporate
and Institutional Banking, Financial Markets, Investment Banking, Corporate
Finance, Business and Transaction Banking, Retail and Wealth Management
business lines across the country, and is well equipped to offer a range
of products and services to corporate and retail customers.
Role and Responsibilities:
Client Sales Partner
Monitoring of securities such
as SBLC, FD, BG and Cash Margin. Ensuring that the same are catering
to their current exposure. Collection of shortfall securities from Clients
in co – ordination with Relationship Managers.
Periodic review and monitoring
of exposure assigned to the various clients.
Preparation of MIS such as
Mark to Market MM, Outstanding pricing for consignment Business,
RBI reporting, Income Reporting etc.
Responsible for operational
work of SA, CA, MF’s and FD’s
Briefing of bank financial
products to walkin clients in branch
Assist to regional head regarding
day to day work activities
Meeting corporate clients
with sales team & Responsible for workflow process across function
Preparing monthly and weekly
& Stock Broking Ltd., New Delhi
April’ to Sep’
Emkay is a years YOUNG, Financial
Services Company. Core area of operations is stockbroking and wealth
management. Emkay has well demonstrated research advice and execution
capabilities in equities.
Role and Responsibilities:
Management Trainee Wealth Management Department
Working in BackOffice Operations.
Dealing with High Net Worth
clients and ensuring delivery of best services to them
Giving necessary support to
Branches, RMs, Credit and Business for various queries raised by them.
Marketing and backoffice
operation for Mutual Funds & IPO’s
Update all client records
& Handling Collections from Customers and Controlling Payments to
Regular client meetings to
update the latest market trend
Client presentation for the
Analysis of different Mutual
Fund’s and advice client.
Day to Day Accounting Functions.
Sahara Mutual Funds, Delhi
Duration: Weeks ‘
of different Mutual Funds groups with
Schemes of Sahara Mutual Funds.
Sahara Mutual Funds are comparative and competitive to any Mutual Fund
of e market
Clarity of communication and
well organized documentation earned a certificate of appreciation from
Punctuality and Persistence
led to timely submission of the project.
Father Name : Mr. Ajay Kumar A.
Date of Birth : th Nov
Address : /, Sec, Rajendra Nagar,
Passport : S
Valid up to : June
I hereby declare that all the abovementioned
information is authentic as best known by me.
Ghaziabad U.P Shefali A.