Deepa Agrawal

Operations Associate

Bengaluru, Karnataka, India5 yrs 7 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Experienced in client relations and regulatory compliance.
  • Proficient in document verification and customer retention strategies.
  • Skilled in GST and financial documentation management.
Stackforce AI infers this person is a Finance and Operations professional with expertise in client relations and regulatory compliance.

Contact

LinkedIn

Skills

Core Skills

Client RelationsRegulatory ComplianceCustomer RetentionClient CommunicationGoods And Services Tax (gst)

Other Skills

Attention to DetailClient OnboardingCustomer SatisfactionDaily OperationsData AnalysisDocument VerificationDocumentationDue DiligenceEscalation HandlingGoogle SheetsInternal AuditsIssue IdentificationKYC VerificationMicrosoft ExcelOrganization Skills

About

Looking for a job change in Finance and Marketing Domain to enhance my learnings and skills.

Experience

Indmoney

2 roles

Senior Operations Executive

Promoted

May 2024 – Present · 1 yr 10 mos · Gurugram, Haryana, India

Client RelationsDocumentationRegulatory ComplianceDue DiligenceKYC VerificationInternal Audits+1

Operation Executive (customer care & Ops team

Apr 2022 – Apr 2024 · 2 yrs · Gurugram, Haryana, India

  • Documents Verification (Approval & Rejection)
  • Uploading correct Documents and sharing with the SBM Team. - Client Communication - Ticket Solving for mutual funds via email - Handling back-end processes for US Stock & Indian Stock
  • Coordinating with third parties for timely resolution
  • Escalation Handling and customer retention
Client CommunicationTicket SolvingDocument VerificationEscalation HandlingCustomer Retention

Indiabulls consumer finance limited

Sales and Customer Support Executive

Dec 2020 – Mar 2022 · 1 yr 3 mos · India

Choudhary & associates

Working on Tally, GST and Excel

May 2020 – Nov 2020 · 6 mos · India

  • Maintained books of accounts, Input Reconciliation, Preparation of monthly & yearly GST Return.
Tally ERPGoods and Services Tax (GST)Microsoft Excel

H&r block

Tax Advisor and Customer Handling Intern

May 2019 – Aug 2019 · 3 mos · Pune

  • I have been trained as Business Development and Tax Advisor Trainee.

Education

IILM Graduate School of Management

PGDM — Specialized in Finance and Marketing

Jan 2018 – Jan 2020

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