Nidhi Pathak
kolkata
Summary
Dedicated and energetic professional with a proven track record in streamlining processes and enhancing operational efficiency. Strong analytical and problem-solving skills complemented by effective communication and teamwork abilities. Committed to contributing to organizational success through adaptability and quick learning. Versatile team player focused on achieving growth and success in a dynamic environment.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Process Associate
Tata Consultancy Services
kolkata, WEST BENGAL
07.2023 - Current
- Analyzed financial data to identify discrepancies and ensure data integrity in financial reporting.
- Assisted in risk assessment, fraud detection, and regulatory compliance audits.
- Collaborated with cross-functional teams to improve financial operations and streamline processes.
- Handled a large volume of customer requests, ensuring quick resolution, and high customer satisfaction.
- Assisted in clearing and payment processing, while ensuring timely settlements.
- Maintain high-quality service by adhering to SLA requirements, and ensuring client satisfaction.
- Coordinated incident response efforts across teams and departments and worked on incident management.
- Handled customer complaints professionally in order to resolve issues quickly and effectively.
Relationship Manager (Value Banker)
ICICI BANK LTD
05.2022 - 03.2023
- Maintained client correspondence, preferences, and sales on CRM systems for sales and marketing purposes.
- Analyzed financial statements and client portfolios to provide customized investment advice, enhancing client wealth.
- Addressed and resolved customer complaints in an efficient, effective, and timely manner.
- Maintained daily cash transactions, including deposits, withdrawals, and fund transfers, ensuring accuracy and compliance with banking regulations.
- Process journal entries for customer transactions, including deposits, loan payments, and cash receipts.
- Verified and authenticated customer documents, checks, and currency to prevent fraud.
- Analyzed market trends to identify opportunities for client investment strategies.
- Guided clients through banking products and services for optimal solutions.
Sales executive
HDB
kolkata
09.2021 - 04.2022
- Customised service offerings to accommodate consumer needs.
- Contacted customers to set-up appointments, monitor satisfaction levels and upsell additional offerings.
- Developed and executed strategic sales plans to penetrate new markets and achieve revenue targets.
- Established and nurtured long-term relationships with key clients to secure repeat business and referrals.
Education
Graduation (b.com honors) - Accounting And Finance
S.A Jaipuria College
West Bengal 04-2021
Certified industrial accountant (CIA) - Accounting And Finance
Institute of Computer Accountant
Kolkata, WB04-2018
Higher Secondary Education (Class 12th) - Finance & Accounts
Shree Digamber Jain Balika Vidyalaya
West Bengal04-2015
Secondary Education (Class 10th) - Science
West Bengal Board of Secondary Education
Kolkata, WB04-2013
Skills
- Tally ERP 9, financial bookkeeping, and reporting
- Microsoft Excel, Pivot Table, Power Query
- Data visualization and reporting
- cloud computing, cloud services
- Process optimization, Six Sigma (black belt), business process engineering, and efficiency improvement
- Commercial understanding
- Excellent verbal and written communication skills
- Problem solving
- Incident management
- Complaint management
- Client relationship management
- Data analysis
- Stakeholder management
Personal Information
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge and belief.
Certification
- Six Sigma Black Belt certified through LinkedIn Learning
- Integrating generative AI into business strategy
- Artificial intelligence and business strategy certification through LinkedIn learning
- Google Cloud Foundation
- Complete guide to Power BI for data analytics by Microsoft Press
Timeline
Process Associate
Tata Consultancy Services
07.2023 - Current
Relationship Manager (Value Banker)
ICICI BANK LTD
05.2022 - 03.2023
Sales executive
HDB
09.2021 - 04.2022
Graduation (b.com honors) - Accounting And Finance
S.A Jaipuria College
Certified industrial accountant (CIA) - Accounting And Finance
Institute of Computer Accountant
Higher Secondary Education (Class 12th) - Finance & Accounts
Shree Digamber Jain Balika Vidyalaya
Secondary Education (Class 10th) - Science
West Bengal Board of Secondary Education
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