Geetanjali Parmar
Pathankot
Summary
Having excelled as a Financial Advisor, I bring a robust skill set that aligns seamlessly with the demands of a Human Resources role. My experience includes adept financial analysis, strategic planning, and client relationship management, which are foundational to both disciplines. I have a proven track record of analyzing complex data, formulating strategic plans, and effectively communicating recommendations to diverse stakeholders. These skills not only fostered strong client relationships and drove portfolio growth but also equipped me with the ability to understand organizational needs and devise tailored solutions.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sr. Relationship Manager
ICICI DIRECT
Chandigarh
06.2023 - Current
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Performed periodic reviews of client portfolios in order to identify areas requiring further attention or improvement.
- Analyzed customer data to identify areas of risk and potential opportunities for growth.
- Interacted with customers and worked closely to resolve issues.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
HR Intern
Aashman Foundation
12.2022 - 02.2023
- Assisted with the recruitment process by conducting initial phone screens and scheduling interviews.
- Attended meetings with hiring managers to discuss staffing needs and strategies for filling open positions.
- Managed the onboarding process for new hires, including orientation and paperwork completion.
- Organized and stored employment forms and information.
- Informed job applicants of duties and responsibilities, compensation, and benefits.
- Scheduled or conducted new employee orientations.
Marketing Intern
Byjus
Chandigarh
06.2022 - 08.2022
- I worked in TTL marketing campaigns covering the area of Chandigarh, Mohali , Parwano in the prestigious Discovery School Super League .
- Conducted market research to identify target markets and develop effective campaigns.
- Researched competitors' marketing strategies and tactics.
- Conducted customer surveys to gather feedback about products and services.
- Participated in brainstorming sessions with marketing team members to develop ideas for campaigns.
Education
MBA - Human Resource & Marketing
Guru Nanak Dev University
Amritsar, PB07-2023
Master of Commerce - Marketing Management And Research
Guru Nanak Dev University
Amritsar, PB12-2020
Bachelor of Commerce
HMV
Jalandhar07-2017
Skills
- Customer Engagement
- Public Speaking
- Strategic Planning
- Customer interaction
- Portfolio Management
- Organizational abilities
- Document Management
- Employee engagement
- Background Checks
- Making investment recommendations
Certification
- NISM V-A MUTUAL FUND DISTRIBUTOR
- IDRA
Timeline
Sr. Relationship Manager
ICICI DIRECT
06.2023 - Current
HR Intern
Aashman Foundation
12.2022 - 02.2023
Marketing Intern
Byjus
06.2022 - 08.2022
MBA - Human Resource & Marketing
Guru Nanak Dev University
Master of Commerce - Marketing Management And Research
Guru Nanak Dev University
Bachelor of Commerce
HMV
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