Aparna B

Part Qualified ACCA student(7/13) with a strong foundation in accounting and financial analysis, seeking an opportunity to apply analytical skills and build credible professional experience in Finance.

Client Relationship Executive (Trainee) - Geojit Financial Services

(2025-05 - 2025-08)

• Ensured 100% regulatory compliance for NRI Portfolios analysing financial documentation to mitigate operational risk.
• Processed account opening booklets for NRI clients, ensuring adherence to RBI regulations and compliance standards.
• Coordinated and executed the annual Re-KYC process for clients, maintaining updated and verified customer records.
• Optimized Client onboarding lifecycle by streamlining verification processes.

Intern – Regional Processing Center - Dhanlaxmi Bank Pvt. Ltd. - Thrissur

(2022-05 - 2022-05)

• Performed scrutiny of account opening forms to verify documentation and regulatory compliance.
• Assisted in the Re-KYC process, ensuring accurate and updated customer details in the core banking system.
• Trained in clearing operations and executed the Cheque Truncation System (CTS) process to facilitate secure and efficient cheque clearance.

B.Com - Taxation - St Thomas College (Autonomous) (2021 - 2024-03)

XIIth Std - Chinmaya Vidyalaya (2021)

Xth Std - Chinmaya Vidyalaya (2019)