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Charmi Shah

MBA Finance/HR | Banking & Operations Professional | Loan Documentation | Financial Analysis | Audit Support | MS Excel | Detail-Oriented Problem Solver

Pune District

1+ year of work experience

Softzeal Technology Pvt. Ltd. – Field Coordinator
Jun 202411 mosApr 2025

Pune District, Maharashtra, India

Jun 202411 mosApr 2025

Maharashtra, India

• Managed field documentation processes by organizing, verifying, and updating operational records, improving accuracy and ensuring compliance with audit requirements. • Prepared detailed audit reports by analyzing operational and financial data, supporting management decision-making and compliance tracking. • Streamlined documentation workflows through systematic record management, reducing errors and improving process efficiency. • Coordinated data management activities by maintaining accessible and well-structured records, enabling faster document retrieval during audits. • Collaborated with internal teams to ensure timely submission and verification of documents, supporting smooth day-to-day operations. • Improved operational coordination by monitoring documentation status and maintaining consistent communication across departments.
HDFC Bank
Jul 20233 mosSep 2023

Pune District, Maharashtra, India

Aug 20195 mosDec 2019

Dhule, Maharashtra, India

Education

Akemi Business School

Master of Business Administration - MBA, Finance

Akemi Business School

20222 yrs2024

b.com, Business Administration and Management, General

Kavayitri Bahinabai Chaudhari North Maharashtra University Jalgaon

20201 yr2021

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Headline

MBA Finance/HR | Banking & Operations Professional | Loan Documentation | Financial Analysis | Audit Support | MS Excel | Detail-Oriented Problem Solver

Location

Pune District

Work experience

Softzeal Technology Pvt. Ltd. – Field Coordinator at Softzeal Technology Pvt. Ltd. – Field Coordinator, Jun 2024 - Apr 2025 · 11 mos, Pune District, Maharashtra, India

Coordinator at SOFTZEAL TECHNOLOGY PVT.LTD, Jun 2024 - Apr 2025 · 11 mos, Maharashtra, India, • Managed field documentation processes by organizing, verifying, and updating operational records, improving accuracy and ensuring compliance with audit requirements. • Prepared detailed audit reports by analyzing operational and financial data, supporting management decision-making and compliance tracking. • Streamlined documentation workflows through systematic record management, reducing errors and improving process efficiency. • Coordinated data management activities by maintaining accessible and well-structured records, enabling faster document retrieval during audits. • Collaborated with internal teams to ensure timely submission and verification of documents, supporting smooth day-to-day operations. • Improved operational coordination by monitoring documentation status and maintaining consistent communication across departments.

Intern at HDFC Bank, Jul 2023 - Sep 2023 · 3 mos, Pune District, Maharashtra, India

Internship Trainee at Yogeshwar Nagari Sahakari Patpedhi Dhule, Aug 2019 - Dec 2019 · 5 mos, Dhule, Maharashtra, India

Education

Master of Business Administration - MBA, Finance, Akemi Business School

b.com, Business Administration and Management, General, Kavayitri Bahinabai Chaudhari North Maharashtra University Jalgaon