Shravani Sondarkar
Fredericton,NB
Summary
Detail-oriented and self-motivated professional with a background in risk management, compliance, and financial services. Proven expertise in applying regulatory standards and ensuring adherence to policies and procedures. Skilled in research, critical thinking, and providing advisory support to client teams. Adept at managing confidential information and collaborating across teams to support compliance initiatives. Fluent in English, with strong written and verbal communication skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Practice Manager
IG Wealth Management
Fredericton, NB
03.2024 - 04.2024
- Managed confidential information and adhered to regulatory requirements in document handling and client communications.
• Provided support for client inquiries, applying problem-solving skills to resolve issues promptly.
• Developed organized filing systems and prepared reports, streamlining document access and compliance tracking.
Account Manager
AnandRathi Wealth Management
Bengaluru, India
12.2021 - 09.2023
- Conducted data analysis and maintained accurate client records, enhancing data reliability and risk management compliance.
• Collaborated with client engagement teams to provide advisory support and ensure adherence to compliance standards.
• Developed and executed account plans, applying critical thinking to identify risks and opportunities for growth.
Relationship Manager
ICICI Bank
Bengaluru, India
10.2020 - 05.2021
- Assisted in onboarding clients and conducted KYC reviews to maintain compliance with regulatory standards.
• Leveraged Salesforce CRM to manage client data and track engagement metrics for compliance audits.
• Communicated effectively to address client needs while ensuring alignment with firm policies and independence standards.
Education
PGDM - Operations & Supply Chain Management
ITM Business School
Chennai, Tamil Nadu, India05.2020
Bachelor of Business Administration -
ITM Vocational University
Vadodara, Gujarat, India05.2018
Skills
- Microsoft Office Suite
- Salesforce
- CRM Tools
- Banking Operations
- Financial Analysis
- Data Management
- Communication
- Problem-Solving
- Teamwork
- Adaptability
- Time management
- Attention to detail
Certification
- Salesforce certified Associate, Trailhead, Ongoing
- Business Analysis, Microsoft, Ongoing
- Project Management Certificate, Google, 06/01/21
- Business Process Certificate, LinkedIn, 11/01/21
- Design Thinking Certificate, National University of Singapore, 04/01/19
Timeline
Practice Manager
IG Wealth Management
03.2024 - 04.2024
Account Manager
AnandRathi Wealth Management
12.2021 - 09.2023
Relationship Manager
ICICI Bank
10.2020 - 05.2021
- Salesforce certified Associate, Trailhead, Ongoing
- Business Analysis, Microsoft, Ongoing
- Project Management Certificate, Google, 06/01/21
- Business Process Certificate, LinkedIn, 11/01/21
- Design Thinking Certificate, National University of Singapore, 04/01/19
PGDM - Operations & Supply Chain Management
ITM Business School
Bachelor of Business Administration -
ITM Vocational University
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