Charishma is a senior operations manager with over 10 years of experience in operations, quality assurance, and data analysis. She has a bachelor's degree in commerce and is proficient in Microsoft Office, CRM systems, and data analysis tools. Her career highlights include successfully transitioning transactions online at PeakAlpha and creating daily performance reports at Homeward Residential. She aims to contribute her knowledge and experience to enrich an organization.

1. CHARISHMA.H.D
Ph. No: +1 614-377-1689
E-Mail: charishma.hd@gmail.com
Career Objective:
To widen my perspective and work hard in a challenging environment, there by enriching
my knowledge and experience in operations and contributing the best possible to the organization.
Education:
 Seshardripuram College (Bangalore University) - May, 2008
Bachelor of Commerce (Accounts)
 Seshardripuram College - May, 2005
Pre-University College
 Sardar Patel High School - May, 2003
Karnataka Secondary Education Board
Professional Profile:
PeakAlpha Investments Services Pvt Ltd – Senior Operations Manager (From November 2013
to August 2016)
 Tested an online platform, released by the National Stock exchange of India and
successfully transitioned 70% of all the transactions online.
 Tracking all the processed transactions to closure.
 Handling customer queries (transaction status, account statements, etc.) and reconciling
the customer's portfolio to make sure the values are accurate.
 Maintaining the databases and image repositories up to date.
 Carrying out customer satisfaction surveys and other customer contact activities and
ensuring high levels of service quality.
 Managing and training new hires.
 Calculating Net Sales, AUM trend, etc. using the raw data from registrars.
 Using advanced excel formulas to analyze and validate large data
Homeward Residentials- QA Analyst – (From July 2012 – September 2012)
 Auditing the loan and identifying if it has been processed as per the eligibility criteria.
 Calculating the mortgage amount of the borrower who has requested for a home loan
modification using an income calculator.
 Sending denial letters to the borrowers using the Fidelity (LPS) screen if he is not eligible
for the modification.
 Created daily reports using excel for identifying individual team performance and errors.

2. Juniper Networks Pvt. Ltd. (Ikya Consultancy Services) - D&I Analyst – (From October 2010
–March 2012)
 Responsible for maintaining high quality account data and ensure that data is thoroughly
validated in all the systems to enable the data cleanup process in various tools as per
guidelines.
 Report Preparation via different Tools- CRM and MS Excel
 Research and analyzing the data reports extracted by Global Support Team for data clean
up.
 Involved in customer research and mapping of newly acquired customer set up in the
database.
 Given process improvement ideas by analyzing the data for data quality and recommend
changes wherever required.
 Collecting and maintaining the data information from DNB (Dun & Bradstreet) database
which enhances the credibility of business in the marketplace and enables potential
customers, suppliers and lenders to easily identify and learn about the company.
 Uploading information & generating reports in accordance with client defined templates.
 Tested the data flow of newly added customers and acquired companies.
 Retain the data accuracy so that only the authentic data is pushed to Siebel CRM/UCM.
 Recommended and implemented the Data clean up procedures to improve practices and
techniques to produce improvements in efficiency.
 Preparing and maintaining the SOP (Standard Operating Procedure) for different assigned
projects.
 Fully adhering to the SLA procedures (Complaints and Escalation system and Procedures)
 Sharing and discussing the status of all the projects and queries during the weekly call
with the clients.
Juniper Networks Pvt. Ltd. (Indelox Services Pvt. Ltd.) - Executive Compliance – From
December 2009- October 2010
My scope of work typically includes rendering compliance services for a Networking
Company named, Juniper Networks Pvt. Ltd.
 Keeping track of CHA (custom house agent) service charges with Juniper Contract
 Handling incoming and outgoing inventory in the warehouse
 Preparation of Delivery Challan along with VAT forms and providing monthly Utilization
statement
 Co-ordination with the IEC personals for tracking STPI equipment and maintaining the
location details in master files
 Sales / Demo Inventory file maintenance
 Verifying the invoices of the service provider and submitting the same to the Accounts
Department.
PeakAlpha Investment Services Pvt. Ltd. – Executive Operations – From July 2008 –
November 2009
 Processing the Insurance and Mutual Fund applications forms

3.  Downloading the reports from CAMS, KARVY and Franklin Templeton and importing
the same to the server for reconciliation.
 Reconciling all the mutual fund transaction receipts
 Attending the client queries and providing necessary solutions.
 Worked with the accounting team in reconciling bank statements.
 Filed IT returns for individual customers.
Achievements:
 Received appreciations from external customers for getting refunds from Mutual fund
houses after debiting extra amount from the customer’s account and Redeeming the funds
at the right time, making sure that the customers are always under profit
 Participated and won accolades in several zonal and district level relays
 Won 2 Cheer for Peers award
 For getting trained in Order Management and helping them during the Quarter end.
 For training a team member in Product Catalog Admin.
Computer Skills:
 Windows 95, 98 , XP& Windows 7
 MS-Word, MS-Excel, MS-Access, MS-PowerPoint
 CRM-Seibel, CRM- UCM
Strengths:
 Attention to detail and highly organized.
 Possess good communication with ability to work individually, as well as in a team
 Good in customer relationship
 Ability to handle stress
 High levels of integrity, ethical & moral behavior
Personal Details:
Name: Charishma.H.D
Father’s Name: H.Dwarakanath
Date of Birth: 04-11-1987
Sex: Female
Marital Status: Married
Nationality: Indian
Declaration:

4. I, hereby declare that the above written particulars are true to the best of my knowledge
and belief. Given an opportunity to work in your esteemed organization, I will try my level best to
live up to the standards set up by your organization and become an asset to your company.
Place: Bangalore Charishma