Arti Maurya
Financial Associate at Apex funds and Services
- Role
- Associate Level 1 at Apex Group Ltd
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Arti Maurya
As a dedicated and experienced professional with a strong background in the financial service industry, I have a demonstrated history of working with clients to meet their investment requirements, including investing in mutual funds, tax-saving products, and pension products. My expertise in analytical skills, financial markets, communication skills, and information technology has allowed me to excel in my current role as a Senior Associate at Atos Syntel in Navi Mumbai since August 2019.In my current position, I am responsible for maintaining client details, such as banking mandates, Withdrawal of their funds,as well as identifying potential complaints and escalating them to the complaints department to avoid breaches or penalties. Additionally, I am a core indexer, analyzing work and establishing which team or process can index the work for completion. I have successfully migrated a new work type and several additional tasks by receiving training from UK counterparts through audio conferencing.Prior to my current role, I served as an Associate, evaluating creditworthiness by processing loan applications and documentation while providing knowledge of all types of loans and financial services. I have experience in providing secured and unsecured loans. With my Bachelor\'s degree in Management Studies and experience in the UK markets, I am a strong professional who would be a valuable asset to any team. Please feel free to connect with me on LinkedIn.
Experience
Associate Level 1
Jul 2023 — Present · IN
Education
University of Mumbai
Bachelor's degree
2015 — 2018
Maharashtra State Board
HSC
2013 — 2015
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