Open to opportunities

Jasmeet Kaur

@jasmeetkaur1

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Experienced manager in finance operations and project management.

Zimbabwe

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What I'm looking for

I am looking for a role that offers growth opportunities and values teamwork.

I am a dedicated finance operations manager with over 8 years of experience in the industry. Currently, I lead operations at YourDOST, where I manage end-to-end contract management, invoicing, and client relationships. My role involves ensuring compliance with customer agreements and optimizing operational metrics to enhance efficiency.

Previously, I worked as an associate at Ameriprise Financial, where I was responsible for generating business leads and managing high-net-worth client portfolios. My efforts in developing strategic financial plans and asset allocation strategies have consistently resulted in high client satisfaction and productivity.

Experience

Work history, roles, and key accomplishments

Current

Manager, Finance Operations

Current

YourDOST Health Solutions Private Limited

Jun 2019 - Present (6 years 1 month)

Managed end-to-end contract lifecycle, including document management, compliance, and tender processes. Additionally, oversaw invoicing, MIS, and led initiatives to minimize outstanding receivables and improve collection efficiency.

Contract Management Tender Management Bid Management Invoicing MIS Financial Operations Stakeholder Management Compliance

Associate

Ameriprise Financial

Apr 2016 - Apr 2018 (2 years)

Generated business leads and managed client conversions, including database development and email outreach. Trained interns to support business growth and worked with high-volume, high-net-worth clients to devise investment strategies and financial plans.

Sales Lead Generation Database Management Financial Planning Asset Allocation Data Analysis

Summer Intern

Mahindra Comviva

Conducted market research for new product development, including validating pricing and product concepts. Utilized questionnaires to gather data for market validation.

Market Research Product Development Data Collection

Education

Degrees, certifications, and relevant coursework

APIM, New Delhi

PGDM (General), General Management

Grade: 7.5/10

Activities and societies: Participated in the solo singing competition in APIM, New Delhi 2014.

Completed a Post Graduate Diploma in Management, focusing on general management principles. Achieved a grade of 7.5/10. Engaged in co-curricular activities including a solo singing competition.

Sri Guru Nanak Dev Khalsa College, University of Delhi

Bachelor of Commerce, Commerce

Grade: 73.3%

Activities and societies: Participated in group dance competition at college fest of S.G.N.D Khalsa College, New Delhi 2012; Awarded Certificate of Merit for ‘First in Aggregate Percentage’ College Level in B.Com 1st year 2011-12; Awarded Certificate of Merit for Corporate Accounting and Company & Compensation Laws 2011-13.

Pursued a Bachelor of Commerce degree, gaining foundational knowledge in business and finance. Achieved a grade of 73.3%. Recognized for academic excellence and participation in college events.

St. Joseph Sr. Sec. School, Dibiyapur

Senior Secondary Education, General Studies

Grade: 84%

Activities and societies: Awarded with proficiency awards for meritorious performance in X, XI and XII Standard 2009-11; Participated in various school programs, Dibiyapur 2008.

Completed Senior Secondary Education with a focus on general studies, achieving an 84% score. Received proficiency awards for meritorious performance. Actively participated in various school programs.

St. Joseph Sr. Sec. School, Dibiyapur

Secondary Education, General Studies

Grade: 85.8%

Activities and societies: Awarded with proficiency awards for meritorious performance in X, XI and XII Standard 2009-11; Participated in various school programs, Dibiyapur 2008.

Completed Secondary Education, achieving an 85.8% score. Received proficiency awards for meritorious performance. Actively participated in various school programs.