Lakshya Sharma

Finance professional with experience in banking operations, credit analysis, and financial planning. Proven track record in customer service, team mentoring, and maintaining strong client relationships. Seeking to leverage skills in a challenging role within the banking and finance sector.

[email protected] +918447255884 New Delhi, India
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Languages
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Skills
Work Experience
Account Assistant
Jain & Company's
Mar 2021 — Apr 2022
  • Prepared and maintained financial reports and statements
  • Monitored accounts receivable and payable ensuring timely collection and payment
  • Organised and entered financial data using BUSY software
Executive Accounts
Verma & Associates
Aug 2022 — Jan 2025
  • Prepared monthly financial statements and reconciled accounts for accuracy and compliance
  • Managed accounts payable and receivable ensuring timely processing of invoices
  • Maintained accurate financial records and provided customer support in investment planning
Credit (Cooperate Card / Business Card)
HDB Financial Services Ltd.
Aug 2025 — Mar 2026New Delhi, India
  • Oversaw banking operations and services including credit analysis, accounting, financial planning, and investment digital services
  • Analyzed data and communicated effectively to solve customer problems and provide excellent service
  • Trained and mentored employees to maximize team performance
  • Collaborated with team members to achieve target results
  • Built and maintained courteous and effective working relationships with customers
Skills
Credit analysisFinancial planningInvestmentCustomer serviceCommunicationRelationship managementConsultingMS ExcelPowerPointAccountingDigital servicesData analysisProblem solvingContinuous learningBusy softwareFinancial planning / InvestmentCustomer service/communicationConsultant or advisoryAccounting serviceDigital services / Data analysisContinuous learning / research of businessMS OFFICE, MS WORDWillingness to learn new things
Education
Bachelor of Commerce, Banking & Finance
Delhi University
Sep 2021 — Jul 2024
Languages
English
Fluent
Hindi
Fluent
Hobbies and interests
Communication with people and learn new things & apply in life
Gym enthusiast
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