Bhavesh Logad
PUNE
Summary
Results-driven professional with a Master of Business Administration in Finance and a strong foundation in commerce. Experienced in managing North American retail operations, client acquisition for high-turnover businesses, and financial statement preparation. Skilled in due diligence, risk management, and client services. Seeking to leverage skills and education to drive success in a dynamic organization.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Operations Support Specialist
Citi Services India Pvt Ltd (CSIPL)
06.2022 - Current
Citi Retail Services (CRS) Accounting
- Reconciliation & analysis of multiple portfolios, identifying potential risks, and coordinating with the RBC Investigation Team.
-Handling third-party agency wire and payment recons, prepares and posts journal entries.
Check Operations
- Managed North American retail operations, processing daily check volumes from Citi US branches.
- Ensured accuracy in repair, balance reconciliation, report retrieval, and cash letter production.
- Proactively communicated critical updates to senior management to minimize organizational risk and financial discrepancies.
Solution Manager - SME Sales
ICICI Bank Limited
12.2021 - 02.2022
- Led client acquisition for businesses with turnovers exceeding $20 crores, focusing on Credit Cash (CC) and Overdraft (OD) financial solutions.
- Conducted thorough due diligence on client histories and documentation using advanced software to align with business objectives.
- Facilitated payment sanctioning and provided comprehensive end-to-end support services to ensure client satisfaction and retention.
Article assistant
Anish & Co.
09.2015 - 04.2017
- Prepared financial statements of individuals and firms, and handled tax return filings.
- Conducted audits of financial statements to form opinions.
Education
Master of Business Administration - Finance
Institute Of Management Studies
08.2019
Bachelor of Commerce -
Devi Ahilya Vishwavidyalaya
05.2017
Senior Secondary Examination -
Carmel Convent School
05.2014
Skills
- Problem-Solving
- Analytics
- Adaptability
- Communication
Certification
- Equity Research & Financial Modeling
- Advanced excel function.
- Information Technology Training course
- Orientation Programme Certification
Extracurricular Activities
- Volunteer in the Annual college fest HYURISKO2018.
- Active member of Radhe Krishna Blood Donation group.
- Attended Entrepreneurship Meet 2018 at college level.
- Volunteer in Cancer Aid Welfare Society at School level.
Hobbies & Interests
Travelling, Cricket, Reading.
Timeline
Senior Operations Support Specialist
Citi Services India Pvt Ltd (CSIPL)
06.2022 - Current
Solution Manager - SME Sales
ICICI Bank Limited
12.2021 - 02.2022
Article assistant
Anish & Co.
09.2015 - 04.2017
Master of Business Administration - Finance
Institute Of Management Studies
Bachelor of Commerce -
Devi Ahilya Vishwavidyalaya
Senior Secondary Examination -
Carmel Convent School
- Equity Research & Financial Modeling
- Advanced excel function.
- Information Technology Training course
- Orientation Programme Certification
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