1. GONSALVES LAVITA
Shri Sai Kamal Enclave, 103/2,
Vagad Nagar, Behind Ramdev Park,
Mira Road (e), Thane- 401107
Maharashtra, India.
Contact No : +91 9833895878
Email: lavitagonsalves15@gmail.com
Skype Id: lavita.gs
EDUCATION
Post-Graduation :
Pursuing Post Graduate Diploma in Finance Management from Narsee Monjee Institute of Management
Studies
Bachelor of Commerce : Mumbai University
Majored in 2011 with First Class (64 %) – Tolani College of Commerce, Mumbai, India.
Higher Secondary Certificate (HSC) : Mumbai University
Obtained Maharashtra Board HSC ( 2008 ) with First Class (68%) – Tolani College of Commerce,
Mumbai, India.
Secondary School Certificate (SSC) :
Obtained Maharashtra Board SSC (2006) with Distinction (75.86%) – St. Jude’s High School, Mumbai,
India.
SPECIALIZED SKILLS :
 Good Communication and writing Skills
 Computer literate
 Talent Driven Person
CERTIFICATION COURSES :
NISM Certification in Depository Operations
NISM Certification in Mutual Fund Operations

2. PROFESSIONAL EXPERIENCE
Company: BNP Paribas April 2011 – Till Date
Designation: Customer Service Officer
Job Responsibilities:
Currently working as a Customer Service Officer (Service Relationship Manager):
 Assisting a team of Five Senior Relationship Managers.
 Direct Interaction with HNI and Ultra HNI Customers – Domestic as well as NRI’s.
 Attending Client Meetings with Relationship Managers.
 Handling all client queries relating to Investments, Account Opening (Bank + PMS + Demat +
Broking) and Banking Operations for Individuals and Corporates Accounts
 Processing Mututal Fund KRA of Individuals and Corporates
 Processing Banking Transactions like Fund Transfers, Payorder, Outward Remittances, Stop Payments
etc
 Handling Account Openings of Bank, Demat, PMS and Broking of Individuals and Corporates
 Maintaining Day to Day activity sheets like Transaction, RTGS, Dashboards like RM Query, To-Do
list, Account Opening Trackers, Client Query Tracker.
 Processing Mutual Fund Transactions for POA and Execution only clients
 Coordinating with the Asset Management Companies on various client service related issues and
transactions.
 Completing all the Annual KYC requirements of Bank and PMS within the stipulated time frame by
coordinating with clients.
Joined the organization as a Trainee with Back office Operations:
 Client Portfolio Reporting in customized Excel format on a monthly, weekly and on daily basis
 Brokerage & Revenue MIS and reconciliation
 Branch wise allocation and distribution of funds
 Banking Transaction Entries – Inter Bank Transfers and RTGS
 Tracking of High Value Monitoring in client’s account as a part of AML.
 Controlling activity of Dealing Desk in line with Audit requirement for client’s instructions.
 Follow up with RM’s and CSO’s for various audit related documents
 Ensuring all the transactions related to Mutual Fund buying and selling and banking transactions are
being processed in line with the designated processes.

3. PART – TIME JOBS:
Company: Jai HR Management & Consultancy Services August 2009 – March 2010
Designation: HR – Assistant
Job Responsibilities:
 Source profiles from Job Portals, organize for Mass Line ups
 Attending calls of the candidates and companies
 Briefing the candidates understand the vacancy availability and the profile
 Sorting the resume’s as per the designation
 Follow up up with the candidates and companies
 To manage consultant and candidates queries on interview schedule and status
 To prepare maintain and update detailed Tracker Reports on Candidates Vacancy, Clients
and other Initiatives
Company: Stop Search Consultancy Services Pvt Ltd April 2008 – March 2009
Designation: Hr- Assistant
Job Responsibilities:
Joined as fresher and acquired efficient knowledge on the following:
 Attending calls of the candidates and companies
 Briefing the candidates understand the vacancy availability and the job profile
 Lining up for interviews
 Sorting of cv’s as per the profile
Then appointed as Assistant to the Managing Director (M.D)
 Requirement collection from companies
 Payment collection on placement of candidates
EXTRA CURRICULAR ACTIVITIES
 Participated in School and College Sports
 Participated in Intercollegiate Competition
 College festivals and associations
 Awarded for best leadership qualities in school

4. PERSONAL INFORMATION:
Name : Lavita Gonsalves.
Date of birth : 15th
April 1991
Marital status : Single.
Native place : Mangalore, Karnataka
Hobbies : Reading, Church activities etc.
Languages Known : English, Hindi, Marathi, Konkani, Tulu
Passport No : P1662096