1. Jeewan Singh Negi
Mobile: 91-8437163878
E-Mail: jeewansingh5858@gmail.com
A position with a financial role in a challenging environment where I can utilize my knowledge, skills and
experience to grow with the organization.
EPITOME
• MBA (Finance) professional with 1 year & 11 month of experience in Financial Services domain.
• Certification in “NSE Certified Capital Market Professional” (capital & money market, derivatives,
mutual funds, etc.)
• Possess strong analytical skills, problem solving, quick learner, team player, advanced excel,
assets/unit reconciliations.
PROFESSIONAL EXPERIENCE:
TRPC Service Team Pvt. Ltd. Gurgaon
Working as a Senior Executive (Nov’14- Oct’16)
Job Profile:
• Worked on Financial services and operations domain (US401k plans) which includes day-to-day
operational activities, process all transactions for various types of distributions/distribution
calculations and loans for the participants.
• Worked on participants’ data and report analysis, report reviews, data collation, data interpretation
using Relius database with accuracy standards and also check various types of documentation.
• Adjudication of operations activities like setting up new distributions request (such as Termination,
In-Service, Hardship, RMD, Loan Default, Death, Fee-Out, Manual billing, Corrective, QDRO, transfer
etc.), making payments, refunds, adding broker details accordingly.
• Analyze transactions to ensure proper quality standards as required by each specific client and
contact participants to explain calculations or resolve participant/clients related issues.
• Update participants dashboard, handling queries from participants based on payment issues.
Interpreting participants and clients documentation for record updates as well as resolve daily and
monthly queries of client pertaining to the participant funds.
• Generated Monthly Generation reports as well as compare the funds in various web sites like Big
Chart and Yahoo Finance. Prepare participants portfolio returns reports, forfeitures & forfeiture
reallocations.
• Responsible for accurate input of system information, ensure timely, efficient processing and sustain
support to other divisions.
• To coordinate regularly with manager to discuss work status, issues, projections, assumptions and
suggestion for process improvement.

2. EDUCATION:
MBA in Finance from Lovely Professional University, Punjab.
 Pursued from 2011-2013 and achieved 5.98 GPA
 Achieved 2,00,000 INR fee waiver as scholarship
BBA from Kumaun University, Nainital.
 Studied in S.S.J. Campus, Almora
 Pursued from Year 2008-2011 with 61.42% in total
ACHIEVEMENTS AND RECOGNITIONS:
 Awarded "Employee of the Month" for October 2015.
 NSE Certified “Capital Market Professional”.
 Certificate Course in Computer accounting.
 Won second prize for “Javelin Throw” in Lovely Professional University’s Sports Event.
KEY STRENGHTS:
 Ability to work in a Team Structure, Make Decisions, enthusiastic to learn, ability to Solve
Problems a specified time frame.
 Quick learner, ability to Analyze Quantitative Data and always Passionate about making
excellence in the tasks assigned.
 Ability to think and imagine large picture and streamline the projects assigned.
 Advanced Microsoft Excel (VLOOKUP, HLOOKUP, Pivot Table etc.) and expertise in Relius
software.
 Ability to deliver positive results under tight deadlines with limited resources.
 Maintain cordial relationship with management and colleagues.
PERSONAL DETIALS:
Date of Birth : 15th Dec, 1989.
Address : H. No. 1181, Bakhtawar Chowk, Sector 46, Gurgaon, Haryana.
Languages Known : Hindi and English