Ritvi Soni
About Ritvi Soni
Ritvi Soni is a Client Account Coordinator at HSBC, where she has worked since 2018. She has a background in finance and risk management, having previously held positions at Axis Bank and iFAST Financial India Pvt Ltd.
Current Role at HSBC
Ritvi Soni serves as a Client Account Coordinator at HSBC, a position held since 2018. In this role, she is responsible for coordinating finances and ensuring that credit services are accurately provided. She identifies discrepancies between invoice balances and available funds, which is crucial for maintaining financial accuracy and integrity. Her work involves detailed financial analysis and effective communication with stakeholders.
Previous Experience at Axis Bank
Prior to her current role, Ritvi Soni worked at Axis Bank as an Assistant Manager from 2015 to 2017. During her two years at Axis Bank, she gained experience in financial management and client relations. Her responsibilities included analyzing financial crime and credit risks for high net worth clients, contributing to the bank's risk management efforts.
Internship at iFAST Financial India Pvt Ltd
Ritvi Soni completed a two-month internship at iFAST Financial India Pvt Ltd in 2013. This early experience in the financial sector provided her with foundational knowledge and skills relevant to her career in finance and investment banking.
Education and Academic Background
Ritvi Soni holds a Postgraduate Degree in Finance and Risk Management from the International School of Business & Media, where she studied from 2012 to 2014. She also earned a Bachelor's degree in Commerce with a focus on Business Administration and Management from Future Vision College, Ujjain, from 2009 to 2012. Her academic background has equipped her with the necessary skills for her roles in finance and risk management.
Technical Skills and Expertise
Ritvi Soni has developed technical skills in strategic planning and stakeholder communication through her work experience in investment banking and finance. She is proficient in using Excel for data reconciliation and reporting, particularly in analyzing aged debt reports against clients' live debt accounts. Her expertise in identifying financial discrepancies is essential for effective risk management.