MBA (Finance) graduate with internship experience in customer coordination, documentation, operations support, process management, accounting entries, financial reporting, and customer-focused service.
Indica Investment Services
02/2026 – 06/2026 · Patiala
Assisted customers during onboarding by resolving documentation queries, ensuring timely KYC completion, and delivering accurate customer support. Coordinated with internal teams to resolve documentation issues. Maintained operational records and documentation while ensuring data accuracy, timely updates, and process compliance. Developed Excel-based MIS tracking sheets to monitor operational status, pending cases, follow-up timelines, and daily workflow.
EME Technologies
06/2024 – 07/2024 · Mohali
Recorded 100+ daily accounting entries in Tally Prime across accounts payable, receivable, and journal ledgers with zero correction requests from the supervisor. Prepared weekly financial summaries consolidating GST transactions, freeing 3+ hours of senior staff time per week. Reconciled bank statements and cross-verified vendor invoices, identifying and flagging 2 duplicate payment entries.
MBA, Financial Management
2023 – 2025
B.Com, Accounting & Finance
2020 – 2023
Surveyed investor behavior patterns around overconfidence, herd mentality, and loss aversion. Translated raw data into observations on how retail investors deviate from rational decision-making, with relevance to client advisory work.
Used MS Excel to compare three years of financial statements across profitability ratios, NPA levels, and technology adoption. Concluded that private sector ROE outperformed by 2.3x, driven by digital penetration and lower operating cost ratios.