AP
Aarti Panchal
ID: CCE178072
Aarti Panchal
ID: CCE178072
- Finance relationship manager , HDFC Life Insurance Ltd
- Uttar Pradesh, India
AP
Aarti Panchal
ID: CCE178072
- Finance relationship manager , HDFC Life Insurance Ltd
About Aarti Panchal
Detail-oriented professional with experience in banking and insurance operations. And customer support is now seeking to take on an account’s role. Skilled in financial documentation, transaction handling, reconciliations and compliance-related work, with a strong interest in accounting and finance.
Employment History
2025
HL
HDFC Life Insurance LtdInvite company
28th Apr 2025 to Present
Finance relationship manager
28th Apr 2025 to Present
Salary Package
Salary Hidden
Roles & Responsibility
Handling client portfolio
Skills
- Investments
- - Excellent oral & written communication skills. - High degree of proficiency in basic computer applications (i.e. Windows, Word, Excel, Outlook, etc.) - Ability to learn and adapt to multiple internal applications & tools. - Strong analytical and independent problem-solving skills. - Team Player - Able to clearly communicate network issues and the status of efforts to resolve problems
Verification Pending
Education
2023
M.Com Hons. in Accounting
Lajpat Rai College
1st Jan 2021 to 1st Jan 2023 (Expected)
2021
B.Com Hons. in Accounting
University of Delhi
1st Jan 2019 to 1st Jan 2021 (Expected)
2017
12th (Commerce)
Sushila Inter College Ghaziabad
1st Jan 2016 to 1st Jan 2017 (Expected)
2015
10th (Commerce)
Sushila Inter College Ghaziabad
1st Jan 2014 to 1st Jan 2015 (Expected)
Expertise
Financial Transactions Handling
0/5
Client & Account Management
0/5
Premium / EMI / Payment Reconciliation
0/5
Documentation & Record Maintenance
0/5
Bank Reconciliation (BRS – practical exposure)
0/5
Invoice & Receipt Verification
0/5
MS Excel (Basic to Intermediate)
0/5
Strong numerical and analytical skills
0/5
attention to detail
0/5
Willingness to learn accounting & taxation
0/5
Good communication & coordination skills
0/5
