SIDDHANT SHRIVASTVA

Led stock audits for enterprise clients by verifying inventory against system records, highlighting stock discrepancies, and ensuring accurate documentation of material movement to support inventory control. Executed financial audits by analyzing general ledger data, reviewing internal controls, and ensuring compliance with accounting standards to deliver risk-mitigating audit reports for stakehol

Facilitated loan disbursement operations by managing documentation, verifying applicant eligibility, and maintaining compliance with RBI norms, resulting in reduced turnaround times and improved client experience. Assisted in KYC document collection and CASA onboarding by guiding customers through account setup, addressing product queries, and ensuring error-free data entry for smoother branch ope

Conducted investment presentations aligning mutual fund products with clients’ financial goals and risk profiles, driving investor trust and increasing awareness of New Fund Offers (NFOs) across retail and institutional audiences. Achieved NISM VA certification, reflecting strong regulatory knowledge and product understanding, and applied compliance principles to explain fund performance, risk-ret

Spearheaded a high-performing team of support executives, driving prompt customer issue resolution using empathy, CRM systems, and communication skills, consistently ensuring elevated customer satisfaction and maintaining a service level agreement (SLA) compliance rate above 95%. Oversaw refund validations and transaction audits, ensuring policy compliance and accuracy by evaluating legitimacy of

Specialized in Banking, Financial Services, and Insurance (BFSI). Gained expertise in financial audits, loan documentation, and mutual fund processing. Utilized analytical tools like Power BI, R, and Excel to optimize financial operations and ensure compliance.

Studied core business principles and practices. Developed foundational knowledge in various aspects of business management.