About
Results-driven Operations Executive with hands-on experience in operations management, MIS reporting, CRM handling, and financial data reconciliation. Skilled in reconciling client payments, ledgers, and gateway data using Excel-based formulas while ensuring data accuracy, audit readiness, and process efficiency.
Skills & Expertise (18)
Work Experience
Wealth Management Analyst Intern
Wise FinServ
Jun 2024 - Aug 2024
Conducted equity analysis and supported financial data collection for investment planning. Assisted in portfolio structuring, financial planning, and client data analysis.
System Analyst Intern
Tata Consultancy Services (TCS)
Jul 2024 - Sep 2024
Assisted in analysing business and system requirements to support IT solutions. Tracked system issues, UAT defects, and resolution follow-ups with cross-functional teams. Supported data analysis, reporting, and validation using Excel.
Operations Executive
Safe Ledger Private Limited (RegisterKaro)
Apr 2025 - Present
Maintained accurate daily records of client payments, services, and pending instalments using CRM tools and Google Sheets. Performed daily and monthly reconciliation of client payments between CRM, bank statements, Razorpay reports, and internal ledgers. Identified and resolved mismatches using Excel formulas such as VLOOKUP/XLOOKUP, SUMIFS, IF, IFERROR. Created structured Excel reconciliation trackers with pivot tables and conditional formatting. Coordinated with finance, legal, and internal teams to close reconciliation gaps within defined timelines. Supported internal audits, client escalations, and lost-lead analysis.
Education
MBA - Uttaranchal University
2023 - 2025 · Afghanistan
B.Sc. - Deen Dayal Upadhyaya Gorakhpur University
2019 - 2022 · Afghanistan
