Megha Aggarwal

As a forward thinking individual, in this global era, I am looking for a job role where I can keep myself updated to changes in accounting procedures and financial services provided to clients, and to continue to work for an organisation where I can continue to foster my skills for company welfare and growth.

Trust reconciliation officer at SGGG fund services and inc. (2022-06 – 2023-08)

Provided back office administration services to fund managers and support investment fund managers.

• Provided back office administration services to fund managers.
• Support investment fund managers by reconciling trust accounts on regular basis with banking transactions and followed up on breaks if any.
• Prepare (N$M) fundersv reports through fundserv platform on daily basis which depicts day to day payables and receivables status.
• Executing daily incoming and outgoing transactions in trust accounts within provided timeframe and to make sure that if accounts have enough balances to operate efficiently.

Sales executive at HDFC life insurance company (2020-11 – 2021-12)

Achieved sales targets by cultivating and securing new customer relationships.

• Achieved sale target by cultivating and securing new customers relationships.

Bachelors of commerce in Commerce – Baring union college, Batala (2015-07 – 2018-06)

Master in Business Administration in Business Administration – Guru Nanak dev university, Amritsar (2018-07 – 2020-06)