ANSHIKA PAREEK
Kota
Summary
Dedicated and enthusiastic job seeker with a proven track record of strong organizational skills. Seeking an entry-level position and committed to contributing to the team\'s success in achieving company goals. Highly organized and reliable, adept at managing multiple priorities while maintaining a positive attitude. Demonstrates a willingness to take on additional responsibilities to meet team objectives.
Overview
3
3
years of professional experience
2025
2025
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Relationship Manager
Invest Aaj for Kal
07.2024 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to mutual fund investments.
- Communicated complex financial concepts in an easily understandable manner, enhancing client confidence in their investment decisions.
- Educated potential clients on the advantages of investing in mutual funds, converting prospects into loyal customers.
- Leveraged strong analytical skills when reviewing fund performance data identifying potential opportunities for improvement.
Junior Equity Trader
Confidence Investment
07.2023 - 12.2023
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency
- Increased overall portfolio returns by analyzing market trends and executing strategic trades.
Writer - Home Tutor
Self Employed
09.2022 - 05.2023
- Responded to email and telephone requests to provide students with specific information
- Developed academic strategies to improve student self-sufficiency and support academic goals
- Helped students prepare for tests and exams by providing guidance, motivation, and encouragement
Education
Bachelor of Commerce - Commerce
Government Commerce College
Kota07.2024
12th - undefined
Springdale Children's School
Kota10th - undefined
Springdale Children's School
KotaSkills
Microsoft Word
Certification
Digital marketing
Additional Information
NISM Series V-A (Mutual fund distributor)
Rs-cit
Tally
Digital marketing
Timeline
Relationship Manager
Invest Aaj for Kal
07.2024 - Current
Junior Equity Trader
Confidence Investment
07.2023 - 12.2023
Writer - Home Tutor
Self Employed
09.2022 - 05.2023
12th - undefined
Springdale Children's School
10th - undefined
Springdale Children's School
Bachelor of Commerce - Commerce
Government Commerce College
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