Adarsh Jha
Dublin,Ireland
Summary
MBA Finance graduate with a strong background in accounting support, auditing, and customer service. Demonstrates expertise in financial reporting and data analysis, complemented by advanced skills in Microsoft Excel. Seeking to leverage analytical and problem-solving abilities to drive operational success in finance roles.
Overview
4
4
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work history
Audit assistant
Tech Mahindra
Mumbai
06.2022 - 10.2024
- Reviewed and tracked inbound customer retention calls for conformance with company standards, quality guidelines and client requirements.
- Evaluated agent performance based on communication skills, customer handling, retention strategies, and process adherence.
- Provided constructive feedback and coaching to agents to improve call quality, customer satisfaction, and retention performance.
Financial advisor (Intern)
HDB Financial Services
Mumbai
11.2020 - 03.2022
- Provided customers with information about financial products and services, including loans, insurance, and investment related offerings.
- Assisted senior financial advisors with client communication, documentation and financial data management.
- Performed basic financial analysis and report preparation in support of customer service & operations.
Education
Master of Business Administration - Finance
Dublin Business School
Dublin 01.2025 - 01.2026
Skills
- Financial reporting
- Auditing
- Advanced Excel
- Customer Service
- Multitasking
- Communication Skills
Certification
Microsoft Power BI
Financial Analysis Certification
Timeline
Master of Business Administration - Finance
Dublin Business School
01.2025 - 01.2026
Audit assistant
Tech Mahindra
06.2022 - 10.2024
Financial advisor (Intern)
HDB Financial Services
11.2020 - 03.2022