Chitra Rao K P

Operations Associate

Bengaluru, Karnataka, India0 mo experience

Key Highlights

Expert in AML processes and compliance documentation.
Proficient in managing high-net-worth client relationships.
Strong analytical thinker with proven multitasking abilities.

Stackforce AI infers this person is a Finance and Compliance professional with expertise in client management and regulatory processes.

Contact

Skills

Core Skills

Financial AnalysisRisk ManagementContent WritingDigital Marketing

Other Skills

AML processesAdministrationAdvertisingAnalyst FinanceAnalytical SkillsAuditingBusinessBusiness AdministrationBusiness AnalysisBusiness ManagementCreative WritingCustomer Relationship Management (CRM)Data AnalysisEvent ManagementExcel

Experience

Carisma solutions private limited

Assistant Paraplanner

Jun 2023 – Present · 2 yrs 9 mos · Bengaluru, Karnataka, India · On-site

Detail-oriented finance professional with experience in AML, PEP screening, and preparing 500+ client packs for 200+ HNW clients. Skilled in Xplan, Excel, and compliance documentation with strong multitasking and analytical abilities.

AML processesPEP screeningXplanExcelcompliance documentationmultitasking+3

Freelance

Content writer and Curator

Jul 2019 – Present · 6 yrs 8 mos · Bengaluru, Karnataka, India

Content creation and management: Drafted, edited, proofread, and translated content for various platforms including brochures, websites, social media ads, and flyers. Managed social media profiles, focusing on Instagram, to increase reach and generate valuable insights.

content creationeditingproofreadingtranslationsocial media managementContent Writing+1