Meghna Chaudhary
Dehradun
Summary
Productive employee with proven track record of successful project management and producing quality outcomes through leadership and team motivation. Works with clients to determine requirements and provide excellent service.
Overview
6
6
years of professional experience
Work History
Senior Relationship Manager
Bajaj Capital Limited
Dehradun
03.2024 - Current
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
- Collaborated with team members to design customized products and services that fit the customer's requirements.
- Organized promotional events such as seminars or webinars aimed at educating customers about new products or services.
Relationship Manager
Anand Rathi Shares & Stock Brokers
Dehradun
03.2023 - 02.2024
- Established strong client relationships to drive business development.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed marketing plan based on client data to acquire new relationships and expand existing ones.
Client Relationship Manager
Mansa Trading Limited
Ghaziabad
04.2020 - 08.2022
- Carefully analysed pieces of numerical data to identify opportunities and make predictions on future buying trends.
- Forecasted future market trends to determine selling patterns and avoid taking financial risks.
- Maintained up-to-date expertise on news and current affairs to anticipate investment impacts.
- Assessed and evaluated market opportunities and risks for optimum financial advice for clients.
Branch Head
Chetna Sewa Sansthan
NCR
08.2019 - 02.2020
- Main work involved drafting Projects and applying them to various Ministries
- Weekly meetings with concerned officers as follow ups
- Creating events for specific projects like awareness campaigns, etc
Content writing
Wordpress
09.2018 - 08.2019
- Content writing based on fashion
- Content writing based on lifestyle
- Content writing highlighting social issues
- Delivered high-quality written content that was insightful, informative and entertaining.
- Content writing based on travel
- Applied strong writing, editing and proofreading abilities to each assignment to produce best possible content.
Education
MBA - Finance
Subharti University
Meerut06-2025
NISM VA - Mutual Funds
NISM
Dehradun05-2024
Bachelor of Arts - History
Hindu College
07-2017
High School Diploma -
Delhi Public School
Ghaziabad Skills
- English language proficiency
- Trading options expertise
- Management
- Communication skills
- Problem-solving
- Project coordination
- Public Speaking
- Portfolio Management
- Community Networking
- Relationship Building
Languages
English
Proficient (C2)
C2
Hindi
Elementary (A2)
A2
Corporate References
- Sakshi Negi - 9536610438
- Amol Brar - 7037228130
Timeline
Senior Relationship Manager
Bajaj Capital Limited
03.2024 - Current
Relationship Manager
Anand Rathi Shares & Stock Brokers
03.2023 - 02.2024
Client Relationship Manager
Mansa Trading Limited
04.2020 - 08.2022
Branch Head
Chetna Sewa Sansthan
08.2019 - 02.2020
Content writing
Wordpress
09.2018 - 08.2019
MBA - Finance
Subharti University
NISM VA - Mutual Funds
NISM
Bachelor of Arts - History
Hindu College
High School Diploma -
Delhi Public School
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