Naveen Bandla
3+ years of experience in Banking Operations, expert in creation of new accounts, processing transactions, and preparing MIS reports. Proficient in Advanced Excel, MS Office, KYC and Transaction Monitoring
- Role
- Senior Associate at Kfin Technologies Ltd
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Naveen Bandla
To be associate with an organization which gives me chance to improve my knowledge and enhance my skills and be part of the team that work towards growth of the organization. Solution-oriented and problem solver with 3+ years of experience Highly skilled in Communication, Banking and Backend operations
Experience
Senior Associate
Oct 2023 — Present · Hyderabad, IN
Creation of new accounts and maintaining records and Processing of transaction in theclient-based application.Cross check for accuracy of data and information and ensure that sufficient details areprovided for transaction.Co-ordinate with the external clients and provide assistance on Emails and resolve allqueries.Publishing and maintaining Dashboard to clients and management.To receive feed from various sources like Bill Desk, Razer Pay, KOTM and other channelpartners and to map credit & to allot mf units to the investors within TAT.Comparative analysis of scheme wise funds utilized by AMC with cash flow, bankstatement.Preparing funding summary for redemption, refunds, dividend and sharing the same toAMC / Custodian for funding and then payment to investors.To prepare various MIS reports for New Fund Offer (NFO) & liquid and non liquid schemeson day to day basis. Significance towards high value transactions.To Update NAV into system & to allocate mutual funds units to the investors within TAT.
Education
JNTU Anantapur
Master of Business Administration - MBA
2019 — 2021
Vikrama Simhapuri University
Bachelor of Commerce - BCom computers
2016 — 2019
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