Bidisha Pratihar
Sultan,WA
Summary
Enthusiastic professional with 4 years of expertise in Banking, reconciliation, Fund accounting and vendor/client management. Eager to contribute to team success through hard work, attention to detail and excellent communication skills. Willingness to contribute and grow in a reputed organization.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Northern Trust
Bangaluru, India
09.2019 - 12.2022
- In depth knowledge on Cash and stock reconciliation for custody and Fund Accounting.
- Managing Mutual funds with various product class such as Fixed income, corporate action, derivatives, bonds, cash, equity and FX.
- Carrying out bank transactions and reconciliation in an accurate manner.
- Sending cash and stock reports on daily, weekly and monthly basis.
- Reporting breaches to the concerned partner/team for timely investigation and escalation meeting relevant CASS rule requirements.
- Responsible to make in depth level of investigation on the exceptions in the break management tools and allocate the breaks to respective partner areas accurately.
Relationship Manager
AXIS BANK
Bengaluru, India
12.2017 - 07.2019
- Experienced in making financial planning, investment advisory and customer service
- Generating leads and converting them to generate revenue for the company
- Understanding the client needs there by making financial planning as per the requirements
- Understanding the client queries and problems and responding in a proper way to resolve those.
Education
Master of Business Administration - Finance and Marketing
Presidency College, Bengaluru University
India01-2017
Bachelors of Commerce - Finance
MLAC, Bengaluru University
India01-2015
High School Diploma -
Kendriya Vidyalaya, CBSE Board
Bengaluru, India01-2012
Skills
- Good Communication Skills
- Able to Work Independently And With The Team
- Hardworking, goal-oriented, Adaptive, Sincere and Supportive
- Fast learning capability
Internship
LKP Securities Private limited, Bangalore, India
A study on price mechanism of spot and future price in commodity market with special reference to crude oil.
Certification
- E- commerce -UGC Sponsored Add-on course conducted at Maharani Lakshmi Ammanni college in the year 2013
- Microsoft Office - Edu Bridge certified industry professional programme with a specialization in MS Office 2007 in the year 2014.
- Certified in IRDA (Insurance Regulatory and development authority of India).
Tools and Applications
• Microsoft office
• Sharepoint
• TLM/TLMP
• FIS Global InvestOne
• Enterprise Relationship
Management (ERM)
• FundMaster
• Global Settlement
Instructions (GSI)
• Exception Lifecycle
Management (ELM)
• XACT/XNET (archival tool for
swift messages)
• Intranet reporting
• FIS Control Center
• FIS InvestOne OLE
• Bloomberg
Accomplishments
- Participated in National Skill Development Corporation from Edu Bridge learning private limited in the year 2014.
- Participated in Disha Charitable Trust for value initiatives (two-day national conference) on 3rd & 4th February 2015.
Active participation in college activities:-
- Participated in crisis management organized by Centre for management studies, Presidency College on 4th Dec 2015.
- Participated in movie review and critics.
- Participated in the Green Olympiad in K.V RK puram sec-2 New Delhi (2007).
- Participated in international child art exhibition in 2010.
- Completed senior diploma part-I in fine arts from Santiniketan Fine Arts Academy in the annual examination held in the session 2004-2005.
- Participated in Faculty/ Management Development Program, titled Digital Marketing organized by the Centre of management studies, Presidency College on 12th Jun 2017.
Linguistic Proficiency
- English
- Hindi
- Bengali
Nationality
Indian
Disclaimer
I hereby declare that the above mentioned information is correct and true to the best of my knowledge.
Timeline
Senior Financial Analyst
Northern Trust
09.2019 - 12.2022
Relationship Manager
AXIS BANK
12.2017 - 07.2019
Master of Business Administration - Finance and Marketing
Presidency College, Bengaluru University
Bachelors of Commerce - Finance
MLAC, Bengaluru University
High School Diploma -
Kendriya Vidyalaya, CBSE Board
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