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
Quality Assurance
Customer Relations
Organization and Time Management
Microsoft Office
Recordkeeping
Data Management
Google Drive
Relationship Building
Patience
Time Management Skills
Decision-Making
Strategic Planning
Digital Marketing
Customer Relationship Management (CRM)
Stock Trades
Customer Service
Computer Skills
Markets Research
Reception Management
Customer portfolio management
Service support
Relationship building and management
Asset Management
Financial Advising
Client Relationships
Product knowledge
Wealth Management
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