Avantika Sharma

Operations Associate

Bareilly, Uttar Pradesh, India0 mo experience

Key Highlights

Driven BBA student specializing in Finance.
Experience in mutual fund operations and client management.
Strong skills in data analysis and regulatory compliance.

Stackforce AI infers this person is a Finance professional with experience in mutual fund operations.

Contact

Skills

Core Skills

Operations SupportMicrosoft Excel

Other Skills

KYC VerificationOrganization SkillsTeamworkTeam ManagementDecision-MakingProblem SolvingManagementLeadershipCommunication

About

I am a highly driven final-year BBA student specializing in Finance at Invertis University. I am passionate about consultancy, business, and finance, and committed to continuous learning while leveraging my skills to drive meaningful impact. I am eager to embrace new challenges and opportunities to further develop my expertise in these areas.

Experience

0 mo

Total Experience

Average Tenure

Current Experience

Baroda bnp paribas mutual fund

Finance Intern

Jun 2025 – Aug 2025 · 2 mos · Bareilly · On-site

Managed client documentation using internal financial portals, ensuring full regulatory compliance and transactional accuracy in mutual fund operations.
Verified and maintained investor records on secure web platforms, enabling smooth client onboarding and ensuring data integrity.
Executed structured data entry and validation in Microsoft Excel, maintaining high accuracy and consistency across large volumes of client and investment data.
Generated and delivered client investment statements through internal systems, ensuring timely, accurate, and audit-ready reporting.

Microsoft ExcelOperations Support