Vicky A

Associate Consultant

Hyderabad, Telangana, India2 yrs 3 mos experience

Most Likely To Switch

Key Highlights

Expert in financial markets and investment strategies.
Proven track record in client retirement planning.
Strong analytical skills with a focus on risk management.

Stackforce AI infers this person is a Fintech professional with expertise in banking operations and financial planning.

Contact

Skills

Core Skills

Banking OperationsFinancial Planning

Other Skills

Account ReconciliationAnalytical SkillsCapital MarketsComputer ScienceCustomer ServiceDerivativesDigital MarketingFinancial AccountingFinancial ManagementForecastingHedge fundsInternal ControlsKYCLoan Portfolio AnalysisManagement Due Diligence

About

Well-versed in financial markets, investment strategies, and economic indicators. Stay informed on global financial developments to offer relevant insights.

Experience

The ascent group

Associate

Jul 2024 – Present · 1 yr 8 mos · Hyderabad, Telangana, India · On-site

Hdfc bank

Pb Authoriser & Operations

Jun 2023 – Jan 2024 · 7 mos · Hyderabad, Telangana, India · On-site

 Handling banking operations related to determining financial objectives, policies and procedures.
Overseeing daily operations and addressing any staffing issues.
 Handled operations involving Fixed Deposits sections, savings and current accounts and also
generating MIS of inflow & outflow transactions on a daily basis.
 Helped clients plan for and fund retirements using mutual funds and other options to manage,
customize and diversify portfolios.
 Answered customers’ inquiries regarding account balances, transactions history, services charges and
interest rates.
 Handling all transactions services, including bank deposits, monetary withdrawals, financial transfers,
and other bank transactions.
 Helped customers open and close checking accounts, savings accounts, personal loans, investments
and mortgages.
 KYC check all the current accounts customers as per RBI guidelines.
 Authorize daily transactions reports and check NEFT, RTGS, Deposits and Locker.
 Maintained friendly and professional customer interactions.