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Chaitu Kawle

Chaitu Kawle

Analyst in Trade Finance at IDFC FIRST BANK

Talent
MumbaiMember since April 24, 2026
Time management
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About

An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Experience

Analyst in Trade Finance - IDFC FIRST BANK - Juinagar

(2025-02)

Wholesale Banking Trade Ops.

  • Operate and manage trade activities
  • Implement actions following CPDD framework
  • Monitor transactions in line with CPDD guidelines
  • Prepare reports accurately for branch requirements
  • Verify and review received reports per CPDD framework
  • Daily check and authorize CPDD tracker entries, upload in correct format
  • Process payments monthly based on country pricing and report availability
  • Review transactions and emails before deadlines

Assistant Manager - IDFC FIRST BANK LIMITED

(2022-02 - 2025-01)

Retail Liabilities - Corporate Salary

  • To process the physical and online Account opening raised the cases in Salesforce.(SFDC)
  • Raised the Service request for KYC, Merger -demerger cust id , Account is in removal freeze in SFDC and CBS id .
  • To connect the customer for the verification the details as OSV /CSIP.
  • To manage and handle the customer quarries.eg.1) Account Freeze reason 2) Account hold balance. 3)Card's Active and Inactive reason. 4) Account statement with Approval of head Manager.
  • Checking the salary upload files received from corporates.
  • To upload the files checking proper Account no ,KYC , Account Freeze, Proper IFSC code.
  • Indent the new Insta kit for ac opening and raised cases for Re-dispatch of welcome kit.
  • Manage the West zone as Mis co-ordinator.(Insurance dashboard ,SLC )
  • Organized documentation of all product recalls including notifications, reports, records of destruction and disposal.
  • Maintain the records as issuance destruction ac opening.
  • Provided training and guidance to new retail employees on operational processes.
  • Developed a system of tracking inventory levels and destruction.
  • Identified appropriate solutions to minimize issues and quickly solve problems
  • Worked closely with other departments such as sales, marketing, finance, insurance to ensure smooth operations.
  • Maintained accurate records of financial transactions related to operations activities.
  • Released daily account opening MIS ,Pan data , Product Code .

Senior Officer - HDFC BANK ( HDB FINANCIAL SERVICES )

(2018-01 - 2022-01)

Working with Pad Pf team (Finance Department).

  • To manage Pan India HDFC employee Pf and joining formalities.
  • Guide existing employees & Ex-employee for withdrawal benifits ,Pf transfer out pension scheme.
  • Daily basis handle employee & Ex-employee telephone and E-mailing query.
  • 58 years retirement cases intimation to employees.
  • To process the Pf settlement on daily basis upload.
  • On twice in week to process partial Pf withdrawal,(NRW).
  • Daily pass the. Journal entries in finnone /manual fin ware entries in FCC and NEFT.
  • On daily to reconcile the the batches in finnone.

Manager - Creative Enterprise

(2017-03 - 2017-12)

Finance Manager

  • Daily share the wages to employees.
  • Manage the accounts.
  • Salary processing of employees.

Education

Master In Commerce - Commerce - Mumbai University (2020-06 - 2021-04)

Bcom - Commerce - Mumbai University (2016-06 - 2017-03)

Skills

Analyst in Trade Finance at IDFC FIRST BANK

Reviews

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