Priya A

Finance Graduate with foundational knowledge in investment banking back-office operations, including cash & position reconciliation and data validation. A quick learner with strong analytical and problem-solving skills, eager to contribute to a fast-paced global financial environment.

Officer sales I - Axis Bank Ltd - Coimbatore

(2025-03 - 2025-06)

• Client acquisition: Onboarded new-to-bank clients for retail accounts and third-party products.
• Relationship Management: Maintained client relationships and resolved account queries efficiently.
• Cross-selling: Identified customer needs to cross-sell financial products and meet targets.
• Compliance: Strictly followed RBI regulations, KYC guidelines, and documentation policies.

Internship - Stock Holding Corporation of India Private Limited

(2023-05 - 2023-07)

• Client Support: Managed inquiries regarding trading accounts and life insurance products.
• Account Maintenance: Assisted in settling Annual Maintenance Charges (AMC) with clients.
• Data Compliance: Supported nominee updates in Demat accounts and verified regulatory compliance for account details.

Master of Business administration - Finance - Bharathiar University (2024-07)

Bachelor of Science - Mathematics - Bharathidasan University (2022-07)