Chetna kankaria
chennai
Summary
Prior experience in sales and marketing fuels ongoing exploration of finance, acquiring knowledge from diverse sources and enhancing essential skills in this domain.
Overview
2
2
years of professional experience
1
1
Certification
Work History
PERSONAL BANKER
HDFC BANK
CHENNAI
09.2023 - 06.2024
- Delivered expert guidance on wealth management, enabling clients to achieve long-term financial goals.
- Managed client portfolios, offering tailored financial advice aligned with individual objectives.
- Tracked investment performance, providing clients with regular updates on progress.
- Achieved targets consistently, earning incentives and recognition with a rolling trophy for outstanding performance.
Marketing Intern
ENVIRO ECO PLAST
CHENNAI
04.2023 - 05.2023
- Served as a marketing intern for period of 2 months as a part of summer internship programme at college.
- Supported staff to facilitate smooth planning, communication and marketing of events and campaigns.
Marketing and Sales (Remote)
URBAN BOTANICS
CHENNAI
04.2022 - 02.2023
- Managed customer inquiries via email and social media, ensuring timely and professional responses for which I was also appreciated by manager
- Conducted market research to identify potential sales opportunities and customer preferences.
- Negotiated optimal placement of advertisements across different media types.
Education
Bachelor of Business Administration - -7.8 GPA
M.O.P VAISHNAV COLLEGE
CHENNAI 2023
Certificate of Higher Education-83% - COMMERCE
CSI EWART SCHOOL
CHENNAI2020
Skills
- External communication management
- Email handling efficiency
- Advanced Microsoft Excel
- Effective communication
- Market research methodologies
- Ability to present the company
- Target achievement focus
- Relationship Management
Certification
Completed the course of tally accounting software inclusive of tax and GST.
Completed the course of data management through spreadsheets from MS Excel.
Following my interest in investment banking and finance I also certified in personal investment planning and trading fundamentals from Integrated.(certificate attached)
Bloomberg certifications in Finance Fundamentals and Environmental,Science and Governance.
Worked with softwares like Oracle flex cube, CRM, tableau during banking career
Completed the course of data management through spreadsheets from MS Excel.
Following my interest in investment banking and finance I also certified in personal investment planning and trading fundamentals from Integrated.(certificate attached)
Bloomberg certifications in Finance Fundamentals and Environmental,Science and Governance.
Worked with softwares like Oracle flex cube, CRM, tableau during banking career
Languages
- Hindi
- English
- Tamil
- French (beginner-intermediate)
Timeline
PERSONAL BANKER
HDFC BANK
09.2023 - 06.2024
Marketing Intern
ENVIRO ECO PLAST
04.2023 - 05.2023
Marketing and Sales (Remote)
URBAN BOTANICS
04.2022 - 02.2023
Bachelor of Business Administration - -7.8 GPA
M.O.P VAISHNAV COLLEGE
Certificate of Higher Education-83% - COMMERCE
CSI EWART SCHOOL