Headline

Immediate Joiner | Finance professional I Finance & Portfolio Analyst | MBA Finance |

About

Finance professional with an MBA in Finance and hands-on experience across brokerage operations, portfolio analysis and client relationship management. I bring a strong analytical mindset combined with practical exposure to data-driven decision-making in financial services and customer-focused environments.

Location

Pune District

Work experience

Business Associate at Money Honey Financial Services Pvt Ltd, Dec 2024 - Present · 1 yr 7 mos, India

Senior Executive Operations at Startek (Aegis Customer Support Services Private ltd), Jun 2022 - May 2023 · 1 yr, Dealing with customers issues an churning out and easy to follow solution Handling customer concern and complaints in a timely manner Interacting with customers to ensure they have a pleasant experience Follow communication scripts when handling different topics Build sustainable relationships and engage customers by taking the extra mile Identify customers needs, clarify information, research every issue and provide solution

Finance executive at Maruti Suzuki Arena pvt ltd, Nov 2017 - May 2020 · 2 yrs 7 mos, Managing the customers with their doubts Maintaining the data on Excel sheet and software Sending mails and taking feedbacks on daily basis Convince the customers for the product sales and purchase entries Providing customer service and analysing their documents Processing invoices and insurances for the bank for payout

Customer Management at Capita, May 2014 - May 2016 · 2 yrs 1 mo, Solve customer concerns regarding the product Understand customer behaviour and do the selling accordingly Solving customer problems Providing simpler solutions Handling their complains to sell or upgrade the product or service to the customer

Education

Postgraduation Diploma in Business Administration (Finance), Finance, General, Maharashtra Institute of Technology

Bachelor of Business Administration - BBA, Finance, General, Rabindranath Tagore University