Bhavya Bansal
PGDM Graduate
Firozabad
Summary
Results-driven professional with a solid foundation in analytical, communication, and teamwork skills. Proven track record of adapting swiftly to new environments. Committed to contributing to team success and enhancing professional skills with a positive attitude and dedication to continuous learning and growth.
Overview
4042
4042
years of post-secondary education
5
5
Certifications
Work History
Policy Service Specialist
Xceedance
05.2024 - 07.2024
- Developed training materials for new hires to ensure consistent knowledge transfer and swift integration into the team.
- Enhanced policy processing efficiency by streamlining workflow and implementing best practices.
- Boosted interdepartmental collaboration through clear communication channels between underwriting teams.
- Streamlined departmental procedures resulting in reduced processing time for tasks such as endorsements or cancellations.
- Maximized customer retention levels by offering personalized assistance on selecting appropriate additional coverages.
- Improved customer satisfaction with timely and accurate policy updates, modifications, and renewals.
Education
PGDM - Finance And Marketing
Institute of Management School
Ghaziabad, India 01.2023 - 01.2025
BBA - General Management
S.R.K PG College
Firozabad, India 01.2019 - 01.2022
Senior Secondary -
S.S Prasad Public School
Tundla, India03-2019
Secondary -
St. John's Sr. Sec. School
Firozabad, UP03-2017
Skills
- Advance MS Excel (Pivot table, H-lookup, V-lookup, Dashboard, Slicer)
- Power BI
- Microsoft office
- Teamwork and collaboration
- Customer service
- Problem-solving
- Decision-making
- Financial management
- Relationship building
Positions Of Responsibility
Core Member, Finance Club, 2022
Event Planning and Coordination: Successfully organized events and workshops, ensuring seamless execution.
Resource and Fund Management: Secured funding and resources to support events.
Activities
Cultural fest- MELANGE, 2023-24, Coordinator
Academic fest- SAMAGAM, 2023-24, Team leader
Live Project
Capstone Project: Financial Analysis, Forecasting and Valuations
Applied Financial Modelling & Analysis on Wipro
- Historical Financial Statements - Profit & Loss, Balance Sheet, and Cash Flow Statement.
- Integrated 3-Statement Model with Financial Forecasting - Based on estimated assumptions.
- Financial Statement Analysis - Covering Common Size Analysis, Trend Analysis, and Ratio Analysis.
- Estimation of Required Rate of Return - Using the Capital Asset Pricing Model (CAPM)
- Valuation using the Discounted Cash Flow (DCF) method - Based on Free Cash Flow to Firm (FCFFE).
Certification
Valuation Mastery (6hrs workshop) Basic
Certification Statement
I certify that the information provided in this resume is true and accurate to the best of my knowledge.
Timeline
Valuation Mastery (6hrs workshop) Basic
07-2024
Policy Service Specialist
Xceedance
05.2024 - 07.2024
Strategic Finance
11-2023
Advance MS- Excel
06-2023
PGDM - Finance And Marketing
Institute of Management School
01.2023 - 01.2025
BBA - General Management
S.R.K PG College
01.2019 - 01.2022
Computer Accounting
06-2018
Office Management
02-2017
Senior Secondary -
S.S Prasad Public School
Secondary -
St. John's Sr. Sec. School
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