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Laveen Advani

LAVEEN ADVANI

Mumbai
Mumbai Eastern
₹.500,000/month

About me

Finance and banking professional with an MBA/PGPM in Finance from ICFAI Business School, Mumbai, and a Bachelor’s degree in Management Studies from Vivekanand Education Society’s College of Arts, Science and Commerce.

Experienced in banking sales, customer relationship management, financial services, and operational processes, with previous exposure to mutual fund distribution at HDFC Asset Management Company and Trust & Safety operations at Accenture.

Skilled in customer onboarding, financial product awareness, client servicing, documentation, KYC processes, business development, and financial analysis. Proficient in Microsoft Excel and financial research, with a strong interest in finance operations, banking, investment services, and business growth.

Committed to delivering excellent customer service, maintaining compliance standards, and contributing to organizational growth through effective communication, analytical thinking, and problem-solving.

Work Experience

Associate Officer (Branch Sales)
Federal Bank June 22, 2026 - Present • Processed customer account opening requests at Federal Bank branches. • Verified KYC documents and updated client records in banking systems. • Assisted customers with deposits, withdrawals, and routine account queries.
Summer Internship
HDFC Asset Management Company February 24, 2025 - May 30, 2025 • Facilitated client meetings to gather insights and inform tailored investment recommendations. • Streamlined mutual fund documentation and client onboarding process. • Engaged with customers and distributors to address queries and clarify product details. • Executed transactions for mutual fund sales.
Trust & Safety Associate
ACCENTURE November 15, 2023 - May 10, 2024 • Conducted safety inspections to verify compliance with workplace regulations and mitigate potential hazards. • Maintained accurate records of safety incidents and corrective actions to support safety accountability and improvements. • Reviewed and uploaded products on Facebook Marketplace to enhance listing accuracy and quality for increased visibility.

Education

Post Graduate Programme in Management (PGPM)
Postgraduate May 15, 2024 - February 7, 2026 Pursued a Post Graduate Programme in Management (PGPM) with a specialization in Finance at ICFAI Business School, Mumbai. Developed knowledge of financial analysis, investment management, corporate finance, financial markets, portfolio management, and business strategy. Completed academic projects involving financial statement analysis, mutual fund industry research, and strategic evaluation of asset management companies. Strengthened analytical, problem-solving, and decision-making skills through practical case studies and financial research.
Bachelor of Management Studies (BMS
Marketing September 1, 2020 - March 27, 2023 Completed a Bachelor of Management Studies (BMS) from Vivekanand Education Society's College of Arts, Science and Commerce (VESASC), with a focus on finance, business management, accounting, and financial analysis. Developed foundational knowledge of corporate finance, marketing, business strategy, and organizational management.
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