Shyam Sundar

I am a diligent and meticulous professional, dedicated to applying logical and organized frameworks to complex challenges. My approach is rooted in an idealistic pursuit of optimal solutions, fostering collaborative environments with a calm and adaptable demeanor to achieve shared success.

Open to

Chennai

Work style

on-site

Identity verified by DigiLocker

Contact details — on requestProof of Work — on request

Experience

Intern

CRK Financial Services · Sep 2025 – Oct 2025

Not yet confirmed

Gained practical exposure to mutual funds, insurance products, and other financial services, developing an understanding of investment and financial planning solutions.
Helped analyze basic financial data and prepared reports using MS Excel.
Assisted in updating customer information, data entry, and maintaining accurate financial records, ensuring efficient day-to-day administrative operations.
Supported the preparation of financial reports, coordinated with customers, and assisted the team in delivering timely financial service support.

Warehouse Management Intern

Sathya Enterprises · Nov 2023 – Jan 2024

Not yet confirmed

Assisted in warehouse operations by maintaining inventory records, monitoring product movement, and ensuring accurate stock management.
Prepared and managed invoice documentation, updated product records, and maintained inventory data to support efficient warehouse operations.
Worked on the MIS reporting system using Excel to track inventory, monitor stock movement, and generate reports that supported organized and timely warehouse operations.

Intern

Royal Sundaram Insurance Pvt Ltd · May 2023 – Jun 2023

Not yet confirmed

Gained practical knowledge of insurance products, policy documentation, underwriting processes, and tax benefits associated with various insurance plans.
Assisted in data entry, policy documentation, and application form processing, ensuring accurate record management and timely policy issuance.
Supported customer service by addressing policy-related queries, assisting with documentation, and guiding customers through insurance application and claim-related procedures.

Accounting Intern

Mahesh A&Associates · May 2022 – Jun 2022

Not yet confirmed

Assisted in maintaining accounting records, preparing journal entries, and updating the general ledger to ensure accurate financial reporting.
Performed bank reconciliation, verified invoices and financial transactions, and maintained supporting documentation in compliance with accounting standards.
Supported the preparation of financial statements, MIS reports, and account reconciliations, contributing to accurate financial analysis and timely reporting.

Skills 0 proven through work

Also works with

Wealth Magic UsageCAMS Fund UsageGoal AchievementStrategic PlanningTeam BuildingTeam LeadershipTeamworkCustomer Relationship BuildingDoubt ClarificationProduct & Service KnowledgeDocument ManagementInsurance SalesMarket Trend AnalysisSales AnalysisInventory ManagementImport and Export Transaction ManagementPreventive MaintenanceTime and Attendance ManagementWarehouse Management SystemsPortfolio DiversificationPresenting BenefitsProduct DemonstrationsPortfolio TrackingData EntryCRM Data Entry and MaintenanceMicrosoft ExcelRisk Appetite AssessmentFinding Customer NeedsExplaining Mutual Fund BasicsData CalculationInvestment Product AnalysisDaily Operational ReportingPromotional Collateral DesignExecutive Support

Proof of Work

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Education

MBA, Finance and Systems

Sathyabama Institute of Science and Technology · 2024 — 2026

Bachelor of Commerce, Computer Application

Loyola College, Autonomous · 2021 — 2024

Contact details

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