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Profile Summary

    8 years of experience in the financial services industry
    Certified Branch Manager with expertise in assessing employee performance and developing improvement plans.
    Extensive experience in maintaining friendly and professional customer interactions.
    Skilled in engaging employees in business processes through positive motivational techniques.
    Certified Mutual Fund distributor with proficiency in investment, client advising, operations, marketing, and fund selection.
    Expertise in income tax filing for businesses, salaried individuals, and pensioners.
    Knowledgeable in general insurance practices, including vehicle, health, and term/life insurance.
    Proficient in providing e-governance services such as PAN card application processing and online form management.
    Certified Financial Planner with a strong focus on assisting individuals in financial planning and goal setting.
    Experienced in conducting demat account opening training sessions.
    Excellent communication and interpersonal skills.
    Strong leadership abilities with a proven track record of team management.
    Analytical thinker with strong problem-solving skills.
    Adaptable and able to thrive in dynamic and fast-paced environments.
    Continuous learner with a commitment to professional development.

Qualification & Education

Don Bosch Higher Secondary School-HSSC

S.S Dempo College of Commerce and Economics-      Bachelor of Commerce 

S. S Dempo College of Commerce and Economics-      Masters of Commerce 

Experience

ARD FINANCIAL SERVICES                                   Nov 2019 – Present
Designation: Branch Manager – Goa, India                                                               

Responsibilities & Specialties & Key Achievements
    Conducted performance assessments for employees and developed improvement plans.
    Ensured friendly and professional customer interactions.
    Utilized positive motivational techniques to engage employees in business processes.
    Maintained and managed the accounts and preparing the account statements like cash flow statement and Bank reconciliation 

Services Managed:
    Mutual Funds: Handled investment activities, provided advisory services to clients and partners, managed operations, conducted marketing activities, and selected high-quality funds from registered companies.
    Income Tax Filing: Assisted in filing income tax returns for businesses, salaried individuals, and pensioners.
    General Insurance: Dealt with vehicle insurance, health insurance, and term/life insurance.
    E-Governance Services: Offered online processing of PAN card applications through Common Services Centers (CSC), facilitated online form submissions, assisted with employment card applications, resident certificates, and other financial services. Mainly focused on helping individuals invest wisely and plan their financial goals.
    Demat Account Opening Training: Conducted training sessions on opening demat accounts.
 

State Bank of India June 2019 – Nov 2019
Designation: Outsource Personnel – Goa, India
Responsibilities & Specialties & Key Achievements

 Experienced in updating LPCP KYC forms for investment banking services.
 Proficient in attending to clients' queries and providing excellent customer service.
 Skilled in accurately filling forms for opening bank accounts.
 Strong attention to detail and ability to ensure compliance with regulatory requirements.
 Knowledgeable in investment banking processes and procedures.
 Effective communication skills to address clients' needs and concerns.
 Adaptable and quick to learn new systems and technologies.
 Organized and efficient in managing paperwork and documentation.
 Able to work independently and collaborate with team members as needed.
 Proactive in identifying and resolving issues related to form filling and documentation.
 Committed to maintaining confidentiality and data security.
 Familiarity with KYC (Know Your Customer) regulations and procedures.
 Able to prioritize tasks and meet deadlines in a fast-paced environment.
 Strong problem-solving skills and ability to navigate complex forms and requirements.
 Proficient in using relevant software and tools for form filling and documentation.
 Dedicated to providing high-quality service and ensuring client satisfaction.
 

GNS Computers                                                            2014 –2016
Designation: Intern / Trainee – Goa, India      

Responsibilities & Specialties & Key Achievements
 
    Proficient in tally entries for sales and purchases, ensuring accurate financial records.
    Skilled in billing processes for business bills, ensuring timely and accurate invoicing.
    Experienced in teaching and training students on MS Excel, Word, PowerPoint, and Access.
    Strong knowledge of Microsoft Office applications, including advanced Excel functions and data analysis.
    Effective communicator and patient instructor, dedicated to empowering students with valuable computer skills.