Aakriti Sharma

Identify opportunities and generate sales from your country of residence. Build and maintain strong customer relationships and assist with relevant client checks. Review Trade Finance client information in respect of Anti-Money Laundering (AML), Know Your Customer (KYC), and Counter-Terrorism Finance (CTF) requirements.

Steer entire Marketing Operations of the business for various business lines and supported the company's overall marketing objectives. Support current and future business needs through the development, engagement, motivation and preservation of human capital. Create an integrated approach to support the larger marketing vision across Trade & Integrated Marketing, ATL & BTL Marketing, and Marketing Communications.

Provided a broad range of consulting services to the clients for marketing and financial products & services. Performed financial planning and analysis, financial modelling & valuation, developed annual forecasts and budgets, identified and explained trend/variance analysis. Advised clients on financial and business strategy including tactics, deal structuring, negotiation strategy and provided genuine sector-wise guidance to the clients.

Provided general assistance to Company's Tax Specialists involved in a variety of taxation work, including research and analysis of key issues. Prepared and reviewed tax returns, tax planning for Corporate and Individual firms. Managed the office administration and documentation & reviewed US Tax Return Fillings and maintained MIS and records.

Provided specific subject matter expertise to mortgage operations staff regarding underwriting guidelines and product offerings. Served as Underwriter in Caliber Project Dealing in US Mortgage Banking Industry including FHA Mortgage, Conventional & Reverse Mortgage. Audited files already underwritten by defining the credit risk, potential fraud, miscalculations and misrepresentations.

Performed Risk Analysis & Mitigation by reviewing loan applications before settlement stage. Dealt in US Mortgage Banking Industry including FHA Mortgage, Conventional & Reverse Mortgage. Identified loopholes & standardized internal and external procedures to ensure accurate progress and the reporting time.

Managed client database & assisted the client on the improvement of the portfolio. Successfully completed the Internship target of getting the business for 100 New DEMAT Accounts.