MANISHA SONI
Jaipur
Summary
Experienced financial professional with a strong background in investment strategies, risk management, and client relationship-building. Demonstrated proficiency in analytical skills, effective communication, and a collaborative approach to achieving financial goals. Specialized in financial planning, portfolio management, and wealth management. Excited to contribute to team success and continue developing professional skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Operations Manager
Growease Financial Services
Jaipur, Raj
01.2021 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Reviewed and processed insurance claims, ensuring adherence to company policies and regulatory standards.
- Implemented advanced Excel functions for complex calculations, leading to more accurate data analyses.
Office Assistant
Home Loan DSA
10.2020 - 12.2020
- Tele-calling for loans and advised customers to best available loan products and other options accordingly.
Education
BBA - General
Maharani College (University of Rajasthan)
Jaipur, India01-2020
High School Diploma -
Mahaveer School
Jaipur, India01-2017
Secondary -
Mahaveer School
Jaipur, India01-2015
Skills
- Fundamental computer skills
- Tally ERP proficiency
- Client support
- Reliable time management
- Operations management
- Customer relations
- Advanced excel
- Problem-solving
- Positive attitude
- Excellent communication
- Financial planning
- Insurance operations management
Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Certification
- RS-CIT - VMOU - 2021
- Tally ERP 9 - 2020
Declaration
I hereby declare that the above information is true and best to my knowledge.
Timeline
Operations Manager
Growease Financial Services
01.2021 - Current
Office Assistant
Home Loan DSA
10.2020 - 12.2020
High School Diploma -
Mahaveer School
Secondary -
Mahaveer School
BBA - General
Maharani College (University of Rajasthan)