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Diksha Rathod

Diksha Rathod

Finance Associate

Ulhasnagar, MH 421003
85
Profile Score

About

Dynamic Finance Associate with a proven track record at Atos, excelling in trade settlement, client portfolio management, showcasing leadership and critical thinking. Excelled in Anti-Money Laundering verification and leveraged expertise in Power BI and SQL alongside exceptional leadership and problem-solving abilities to enhance project outcomes without breaching FCA guidelines. Achieved significant improvements in client satisfaction and operational efficiency, embodying adaptability, and a keen eye for detail.

Skills & Expertise (17)

MS Excel Intermediate
7.1/10
1
Years Exp
Advanced Excel Beginner
6.5/10
1
Years Exp
Power BI Beginner
5.6/10
1
Years Exp
Adaptability MS Office Time management Communication Skills Multilingual Multitasking Critical thinking Problem-solving Leadership active listening SQL TALLY.ERP9 PowerPoint MS Word

Work Experience

Finance Associate

Atos

Jan 2024 - Nov 2025

Trade settlement, managing clients' portfolios, maintaining confidentiality regarding clients' data, meeting daily targets, maintaining the quality of work, and team handling. Worked on different projects, such as Suspended Fund Project, Residual Balance Project of death clients, Small Balance Project, LV Project. Cross trained in three different Process to support them in High Volume, such as PRB Team, ARC1 & ARC2 Withdrawal Teams And also Process Float Trade, as a part of the Aegon process. Checking and verifying clients' Anti-Money Laundering documents and FCDS status before placing a deal. We carry forward with client instructions and pay the monies to their respective verified bank accounts via Experian Check or Lixes Nixes. Follows FCA guidelines to mitigate breaches and anti money laundering activities, and settled withdrawal payment to the client by CHAPS, FASTPAY, or BACS. Meeting SLA (Service Level Agreements) production and quality set by the organization. Excelled in time management, efficiency prioritizing tasks to meet strict deadlines and handling multiple responsibilities simultaneously.

Education

Bachelors of Accounting & Finance - B.K. Birla College, Kalyan

- 2023 · Afghanistan

S.S.C - Jai Hind Academy, Ulhasnagar

- 2020 · Afghanistan

H.S.C - New Era High School, Ulhasnagar

- 2018 · Afghanistan

Certifications

Finance LAB Certifications

· 2023

Aakash Talent Hunt 2017 Exam

· 2017

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Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 20/20
🎓 Education 10/10
⏱️ Experience 5/15
💰 Rate 0/5
🏆 Certs 5/5
Verified 5/5
Total Score 85/100

Profile Overview

Member sinceFeb 2026

Skills (17)

MS Excel Advanced Excel Power BI Adaptability MS Office Time management Communication Skills Multilingual Multitasking Critical thinking +7 more