GEETANJALI SHEKHAWAT
Haryana
Summary
Highly motivated and results-oriented finance professional with expertise in behavioral finance, investment planning, and financial analysis. Proficient in leveraging Systematic Investment Plans (SIPs) and mutual funds for personalized financial planning, with a keen understanding of market trends, client relationship management (CRM), and financial literacy. Extensive experience in conducting KYC procedures, handling financial documentation, and providing advisory services in the insurance and investment sectors. Strong communicator with a proven ability to manage client portfolios, analyze financial data, and apply behavioral finance insights to improve investment decisions. Adept at utilizing Microsoft Excel for financial modeling and reporting, as well as PowerPoint for delivering impactful presentations.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Intern
JRG Financial Services Pvt. Ltd.
06.2024 - 08.2024
- Applied core finance concepts, including Time Value of Money (TVM), to support financial planning activities.
- Performed KYC procedures and verified client documentation for investment onboarding.
- Gained hands-on experience with mutual fund schemes, SIPs, and insurance policies.
- Collected and analysed client financial data to assist in personalised investment planning.
- Handled client documentation, maintained investment records, and supported the advisory team with data analysis.
Development Officer – Sales Department
Canara HSBC Life Insurance Company Ltd.
04.2023 - 08.2024
- Conducted client acquisition and engagement activities, identifying leads and converting them into policyholders.
- Explained diverse life insurance products to clients, including term plans, ULIPs, and endowment policies, tailoring recommendations to their financial goals.
- Managed policy documentation processes, including KYC verification, application form accuracy, and compliance with regulatory standards.
- Handled queries related to ongoing policies, renewals, and customer service requests to ensure a seamless post-sale experience.
- Played an active role in growing the company’s client base through targeted outreach, relationship building, and follow-ups.
- Maintained digital records of clients and policies, ensuring timely communication and renewal reminders.
- Gained strong exposure to sales strategies, customer handling, and the regulatory landscape of the life insurance sector.
- Remote
Finance Intern (Trainee)
Corizo
09.2022 - 10.2022
- Underwent comprehensive training in financial analysis, including ratio analysis, forecasting, and Excel financial modelling.
- Worked on real-time financial case studies to apply analytical techniques in business scenarios.
- Developed understanding of financial statement interpretation and basic investment evaluation.
Brand Associate
Daur Communication
08.2022 - 08.2022
- Supported client servicing and business development operations.
- Assisted with campaign planning and coordination alongside the core team.
- Organised client meetings, prepared discussion points, and ensured follow-up documentation.
Education
MBA - Banking & Finance
Amity Business School, Amity University Haryana
Manesar06-2025
Bachelor of Business Administration (B.B.A) - General Management
Prestige Institute of Management & Research
Gwalior07-2023
Class XII - ISC
The Woods Heritage School
Jhansi03-2020
Class X - ICSE
The Woods Heritage School
Jhansi03-2018
Skills
- Financial Analysis (Financial Statements, Ratio Analysis, Excel Modeling)
- Investment Planning (SIPs, Mutual Funds, Capital Budgeting)
- Client Relationship Management (CRM)
- KYC & Compliance Procedures
- Insurance Products (Life Insurance, ULIPs)
- Data Handling & Statistical Analysis
- Market Research (Survey Design, Data Analysis)
- Sales & Business Development
- Microsoft Excel (Data Analysis, Financial Modeling)
- Microsoft PowerPoint (Presentations, Reporting)
- Financial analysis
- Client relationship management
Certification
- Excel for Business Professionals (UDEMY)
- Financial Analyst Certification (UDEMY)
- Behavioural Finance (SWAYAM)
Projects
1. Social Media and Investor Behavior:
Examining the Psychological Impact on Market Trends, Conducted in-depth research on the influence of social media platforms on retail investor behavior and market volatility., Analyzed key behavioral finance concepts including herd behavior, overconfidence, loss aversion, and confirmation bias., Evaluated how viral financial content affects investment decision-making and short-term trading trends., Used qualitative and quantitative methods to assess market reactions, providing actionable insights into digital investor psychology and sentiment-driven investing.,
2. The Role of Systematic Investment Plans (SIPs) in Financial Planning for Gen Z:
Explored the role of SIPs in structured financial planning for Gen Z individuals, focusing on wealth-building habits and risk profiles., Collected and analyzed primary data using surveys and statistical tools, identifying key motivators and barriers to SIP adoption., Investigated financial literacy levels, income patterns, and investment behavior trends in the youth demographic., Offered practical recommendations for financial advisors and platforms to improve SIP engagement and personalization strategies for younger investors.
Extracurricular Activities
(During MBA session 2023-2025) Participated in a military training camp, enhancing leadership, discipline, and teamwork skills.
Managed a Best Portfolio Making competition, demonstrating strong investment strategy, risk management, and financial analysis skills.
Timeline
Intern
JRG Financial Services Pvt. Ltd.
06.2024 - 08.2024
Development Officer – Sales Department
Canara HSBC Life Insurance Company Ltd.
04.2023 - 08.2024
Finance Intern (Trainee)
Corizo
09.2022 - 10.2022
Brand Associate
Daur Communication
08.2022 - 08.2022
MBA - Banking & Finance
Amity Business School, Amity University Haryana
Bachelor of Business Administration (B.B.A) - General Management
Prestige Institute of Management & Research
Class XII - ISC
The Woods Heritage School
Class X - ICSE
The Woods Heritage School
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