Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Dikshita Bisht

Ghaziabad

Summary

Strategic Senior Financial Advisor with expertise in client needs assessments, portfolio management, and cultivating business opportunities. Demonstrated leadership and mentoring skills. Committed to continuous learning and professional growth. Consistently achieved outstanding performance in team settings.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

BARCLAYS
Noida
09.2022 - Current
  • Advising the mortgage clients who are in financial difficulty.
  • To focus on resolving the issues with the mortgage accounts.
  • To analyze and assess whether there will be any future payment difficulty with the mortgage.
  • Supporting the customer with what they can best afford in financial difficulty.
  • Asked appropriate questions and conducted in-depth research to gain valuable and thorough understanding of every client's financial situation and future needs.

Customer Support Executive

Amazon Development India Pvt. Ltd.
Noida
10.2020 - 09.2022
  • Provided customer support to business account customers.
  • Maintained customers' satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Offered advice and assistance to customers, paying attention to special needs or wants, as per their concern.
  • Collaborated with other departments to ensure timely resolution of customer requests.
  • Answered customer inquiries via email and chat.
  • Contributed ideas for process improvements within the team.
  • Resolved customer complaints professionally and efficiently.

Accountant

CA Biswa Chandra & Saini Co.
New Delhi
11.2018 - 10.2019
  • Performed general ledger reconciliations on a timely basis.
  • Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
  • Supported efficient accounting operations with high-quality administrative support.
  • Reported on financial results including balance sheets, income statements, cash flow statements.
  • Managed GST for clients.

Education

B. Com(H) -

Delhi University
10-2020

HSC -

Modern School
05-2017

SSC -

Vanasthali Public School
05-2015

Data Analyst -

LinkedIn Learnings
true

Skills

  • Achieving high standards and delivering results with accuracy and attention to detail
  • Effective communication, including questioning skills
  • Risk awareness & Experience of working in a customer facing service environment
  • Attention to detail, deadline focus and ability to prioritize and execute multiple task
  • Ability to work independently or as part of a team
  • Workflow time management experience
  • Relationship Management skills
  • MS Office Applications (preferably, Excel, word & PowerPoint)

Certification

  • Power BI
  • Web-Excel
  • Data Visualization

Languages

Hindi
First Language
English
Proficient (C2)
C2

Timeline

Senior Financial Advisor

BARCLAYS
09.2022 - Current

Customer Support Executive

Amazon Development India Pvt. Ltd.
10.2020 - 09.2022

Accountant

CA Biswa Chandra & Saini Co.
11.2018 - 10.2019

B. Com(H) -

Delhi University

HSC -

Modern School

SSC -

Vanasthali Public School

Data Analyst -

LinkedIn Learnings

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Dikshita Bisht