Priyanka Sharma
Specialist - Financial Services Operations
Mumbai
9+ years of work experience
Sep 20259 mosPresent
Mumbai · Hybrid
Sep 20259 mosPresent
Mumbai · Hybrid
May 20214 yrs 5 mosSep 2025
Mumbai, Maharashtra, India
Working as Data Validator
Jun 20209 mosFeb 2021
Mumbai, Maharashtra, India
1. Assisting the customers on selecting services based on individual requirements.
2. Educating customers on our services and on market at regular intervals.
May 20182 yrs 2 mosJun 2020
Mumbai Metropolitan Region
1. Leading the Charge and Responsible for advising on Investment in various sectors such as - Mutual Fund, DEMAT & Trading A/C opening process.
2. Ensured that collection of Margins on Mutual Fund, DEMAT & Trading A/C.
3. Ensured that defined productivity targets on service levels, quality parameters are met consistently.
4. Thorough updated of Market while guiding the clients for Investment.
Jun 201711 mosApr 2018
Mumbai Metropolitan Region
1. Arranging and Meeting with the customers through pre-fixed leads and appointments.
2. Reminding and Follow-ups with the existing customers for collection of Premiums and Renewal of Policy.
3. Establishing new customers and provided them need based life insurance.
Education
Bachelor in Accounting and Finance (BAF), Accounting and Finance
Earthinators Climate School
20125 yrs2017
High School Education, Higher Education/Higher Education Administration
D J Doshi Gurukul English Medium High School
200210 yrs2012
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