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Branch service partnerAug 2008 - Dec 2010 (2 years)
Responsibilities Handled as Branch Service Partner: Working as branch service partner helped me gain good knowledge of accounting and business operations in a national bank, dealing predominantly with HNI customers. Some important responsibilities handled by me were: - Reconciling deliverables, account related queries to walk in customers - Custodian of important customer deliverable - Cheque clearing - Handle transaction queries, Mails, Payments and Cheque Book requests - Balance Confirmatio
Acquisition ManagerMar 2008 - May 2008 (2 months)
Responsibilities Handled as Acquisition Manager: - Generating demand for the product (Platinum Credit Card) through presentations in Category A companies - Handling companies' relationship and increasing penetration of credit cards to senior employees of the companies - Verification of documents (ITR copy, address proof, identity proof etc) - Generating client base for Credit Cards by calling up on the database provided by the Bank
MBA finance2006 - 2008 (2 years)
Bcom2003 - 2006 (3 years)
Capital Market (Dealers) Module (2007)NCFM
To understand the capital market trading operations of NSE. To understand the clearing, settlement and risk management processes. To know about the eligibility criteria for seeking membership at NSE. To learn the other important regulatory aspects.
Mutual Funds (Advisors) Module (2007)AMFI
This module has been developed by Association of Mutual Funds in India to build a cadre of mutual fund advisors and disseminate knowledge about the working of the mutual funds. BTI conducts the test on behalf of AMFI which is for 100 marks consisting 72 questions. The questions are of objective type having multiple choices. A quarter marks are deducted for each wrong answer. The certificate is awarded to only those candidates who obtain a minimum of 50% marks.