Benazir Shaheen
Co Founder
Gaya
Summary
Qualified Personal Finance Professional, and the Co Founder of a financial advisory firm. Having expertise in professionally managing the personal finance of the client to reach their financial goals with an action plan . Apart from that, had a tremendous track record with 5 years of experience in private bank and finance industry. With the passion to combine this financial expertise with analytical abilities and excellent communication skills aspires me to become an Investment Banker and looking forward for opportunities in core finance.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
Work History
Co-Founder
Wizfin Advisory and Consultancy LLP
03.2019 - Current
- Provide consulting and advice about individual's finance.
- Help clients reach their Goals with an action plan considering their priorities and Risk appetite.
Associate Remittance Manager
Indusind Bank
Gaya
02.2018 - 02.2019
- Got an opportunity to handle branch operation part.
- I also taken the charge of branch operation head as a backup
- Follow MIS & database reflecting the trends & developments of business for budgetary & strategic review to enhance revenues
- Responsible for dealing with Clearing, Fund transfer, built relationships with customers through good service.
Senior officer
YES Bank
10.2016 - 02.2018
- Handling major Banking operational transactions and Authorization
- Cross-selling various banking products such as Insurance, Mutual Funds, Business Loans, Mortgages among prospective customers
- Identifying investment opportunities across various sectors for the clients and advising them on appropriate investment strategies.
Front desk officer
Axis Bank
08.2013 - 10.2016
- Addressing customer queries, complaints raised by customers and resolve them to the best of their satisfaction
- Acquired new clients and achieved sales targets every month
- Generate the cross-selling business from existing customers by selling other products
- Suggest possible alternatives to the clients if the requested service is not available.
Education
M.sc. - Electronics
Magadh University
03.2013 - 03.2015
B.Sc. - Electronics
Magadh University
03.2009 - 03.2012
Bihar - undefined
B.S.E.B
10th - undefined
C.B.S.E
Skills
Key Skills and CompetenciesExcellent communication skills to build relations with customers face to faceAbility to organize and priorities a busy diaryGood literacy and numeracy skillsEffective time management and be able to prioritizeComputer literate, able to use MS-Office, MS Excel and Company financial support systems
Certification
PG certificate in Investment Banking , Datatrained
Timeline
PG certificate in Investment Banking , Datatrained
02-2022
Qualified Personal Finance Professional , Network FP
04-2020
Investment Advisor series X B , NISM
05-2019
Investment Advisor series XA , NISM
05-2019
Co-Founder
Wizfin Advisory and Consultancy LLP
03.2019 - Current
Associate Remittance Manager
Indusind Bank
02.2018 - 02.2019
Senior officer
YES Bank
10.2016 - 02.2018
Front desk officer
Axis Bank
08.2013 - 10.2016
M.sc. - Electronics
Magadh University
03.2013 - 03.2015
B.Sc. - Electronics
Magadh University
03.2009 - 03.2012
Bihar - undefined
B.S.E.B
10th - undefined
C.B.S.E