Currently working for “LPL Financial” for the process called “Trading Alternative Investments” under investment banking profile. Roles and Responsibilities: • The primary responsibility is to processing the entire request based on Alternative investment trade lifecycle. • Processing LPL purchase, booking purchase request, creating an individual investment portfolio (IP) based upon products, redemption request and Model Changes. • Ensuring that all metrics and MIS are completed as per the schedule and make sure deadline are cleared within the given timeline on daily basis. • Perform Weekly/Monthly analysis at improvising SLA. • Performing brainstorming and root cause analysis to analyze data and provide suggestions to the team. • Conducting team huddle on daily basis. • Sharing updates and processing procedures with the team. • Performing some part of quality checks for the processing done by team members as per benchmarks setup by the onshore client.• Tools Used – Oracle Commission, Access/ Alternative Investment Database (AIDB), Documentum (DCTM), Beta, Vest Mark and Dynamic.

Roles and Responsibilities: • Review Loan documents and process transactions as per SOP. • Meet and exceed the turnaround time and accuracy rate as per the specified target. • Performing and analysing Income, debts and Assets calculation. • Follows up on deficient documentation with relevant Bankers or Clients. • Interpret and understanding legal documents pertain to underwriting and perform due diligence to comply with the lending requirements.

"A study on retailers behaviour towards Coca-Cola Company products "