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Akshata
Banking Professional with 3+ Years in Financial Services
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Competencies
Expertise in managing financial transactions, analysis, and reporting to ensure accuracy and compliance.
Deep understanding of banking processes including account management, loan processing, and customer service.
Proficient in analyzing financial data using MS Excel to support decision-making and reporting.
Knowledge of modeling tools and methodologies to optimize banking and financial processes.
Hands-on experience in SAP FICO modules, including invoice processing and financial data management.
Education
Summary
Detail-oriented banking professional with over 3 years of experience in banking operations, financial management, and client relationship growth within leading financial institutions. Skilled in SAP FICO, data analysis, and process optimization.
Key Achievements
- Successfully managed daily banking operations at ICICI Bank, ensuring seamless customer transactions and support.
- Built and strengthened client relationships within affluent and HNI segments at IDFC First Bank, contributing to business growth.
- Reviewed and processed invoices and financial data with high accuracy during SAP FICO internship, supporting financial reporting.
Experience
Value banker
Managed daily banking operations, including account transfers, deposits, withdrawals, and loan processing.. Managed customer accounts and provided support to customers with inquiries.
Acquiring, nurturing, growing and strengthening relationship within the affluent and HNI and NRI segment of customers in order to meet business objectives.. Acquiring Asset business in the form of Personal loans, Mortgage products, Auto loans, Cards and Business loans etc.. Managed daily banking operations, including account transfers, deposits, withdrawals, and loan processing.. Managed customer accounts and provided support to customers with inquiries.
SAP FICO INTERNS
Reviewed and processed invoices, sales tax, and purchase orders with a focus on maintaining data accuracy.. Conducted detailed cost analysis, managed accounts payable, and generated weekly financial reports.. Reconciled bank balances, and recorded general ledger entries.. Maintained accounting records and files, developed budget estimates, and created professional financial forecasts.