Vineetha Vinil Kumar
Wroclaw
Summary
Dynamic and results-oriented professional with a proven track record at BNY Mellon Investment Management, excelling in financial statements and portfolio management. Skilled in Microsoft Excel and known for exceptional teamwork and collaboration. Achieved significant client satisfaction through strategic account management and effective communication, streamlining processes and enhancing operational efficiency.
Overview
3
3
years of professional experience
Work History
Financial Associate
BNY Mellon Investment Management
09.2023 - Current
- As a primary point of contact for clients ,addressing inquiries and resolving issues promptly to ensure a positive client experience.
- Cash reconciliation of client operating accounts.
- Manage and process a wide range of transaction , ensuring accuracy and compliance with company policies and industry regulations.
- Collaborate with internal teams to streamline client services and ensure timely delivery solutions.
- Preparation of monthly investor reports to ensure compliance with portfolio composition test,whilst also ensuring accurate book entry for the period ,and meeting client expectations
- Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
Supplier Quality Technician
CTDI Warehouse
02.2022 - 08.2023
- Decreased production delays through proactive identification of potential risks within the supply chain and implementation of mitigation strategies accordingly.
- Provided technical support to suppliers during new product launches, ensuring a smooth transition from development to mass production stages.
- Ensured on-time delivery of high-quality components by working closely with suppliers to resolve any issues.
- Collected and analyzed data to measure effectiveness of quality control processes.
- Performed tests and inspections to conform to established standards.
- Performed routine maintenance and calibration on testing equipment.
- Developed and implemented procedures to meet product quality standards.
Education
Business Management
Warsaw School Of Business
Poland03.2024
Skills
- Microsoft Excel proficiency
- Financial Statements
- Cash reconciliation
- Structured Finance
- Analytical
- Cash Flow Management
- Portfolio Management
- Account Management
- Teamwork and Collaboration
- Excellent Communication
Languages
English
Native language
Timeline
Financial Associate
BNY Mellon Investment Management
09.2023 - Current
Supplier Quality Technician
CTDI Warehouse
02.2022 - 08.2023
Business Management
Warsaw School Of Business
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