Bhagyashree Shirekar

MBA (Finance) professional with experience in securities and investment-related operations, including Demat and Trading Account, Mutual Fund and SIP transactions, KYC/AML compliance, documentation verification, and client account management. NISM-certified with strong knowledge of investment products, regulatory compliance, and financial processes. Proficient in Microsoft Excel, transaction processing, and maintaining operational accuracy.

Seeking opportunities in Financial Operations, Investment Operations, Securities Services, Reconciliation, and Financial Analyst support roles.

Assistant Manager – Customer Service - ICICI Securities - Pune, Maharashtra, India

(2025-06 - 2026-05)

• Managed high-volume Demat, Trading, and Investment Account servicing operations while ensuring compliance with regulatory and internal guidelines.
• Processed account opening, modification, closure, and maintenance requests while ensuring compliance with regulatory guidelines.
• Conducted KYC and AML verification checks and reviewed customer documentation for accuracy.
• Assisted clients with mutual fund investments, SIP transactions, portfolio-related queries, and investment account servicing.
• Coordinated with internal teams for resolution of transaction-related issues and operational discrepancies.
• Maintained high standards of operational accuracy, compliance, and service quality.
• Monitored account activities and maintained accurate records within CRM and operational systems.
• Ensured timely completion of customer requests while meeting SLA and quality targets.

Finance & Taxation Intern - Shaw Associates - Pune, Maharashtra, India

3-Month Internship

• Assisted in preparation and filing of Income Tax Returns (ITR) for individual taxpayers.
• Verified financial records and supporting documents for tax compliance.
• Maintained financial data and documentation records with accuracy.
• Supported taxation-related data entry, reconciliation, and reporting activities.
• Assisted in review and verification of financial documents.

Master of Business Administration (MBA) - Finance Specialization - Savitribai Phule Pune University (2023 - 2025)

Bachelor of Commerce (B.Com) - Commerce - Sant Gadge Baba Amravati University (2020 - 2023)