Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
PREETI SHARMA

PREETI SHARMA

Assistant Manager
Bengaluru

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

2
2
years of professional experience
8084
8084
years of post-secondary education
4
4
Certifications
2
2
Languages

Work History

Account Manager

Anand Rathi Wealth Ltd.
Bengaluru
06.2023 - Current
  • Managed BSE Star MF account openings and De-mat operations; proficient in BSE and CDSL platforms.
  • Streamlined reporting workflows, improving efficiency by 15% in financial documentation and policy compliance.
  • Conducted regular account reviews and collaborated with legal, compliance, and tax teams for complex investment structuring.
  • Guided internal teams on compliance with regulatory frameworks and pricing discipline.
  • Developed training materials to educate teams on mutual fund structures and policy application.
  • Assisted in regular reviews via Wealth Spectrum; assisted in optimal asset allocation based on risk profiles.
  • Analyzed operational costs and implemented cost-saving frameworks.
  • Presented recommendations to senior leadership to improve profitability and cost control.

Finance Intern

Natural Remedies Private Ltd.
Bengaluru
06.2023 - 08.2023
  • Engaged in an Expense Management Project, where I crafted streamlined mechanisms for tracking expenses, executed strategies to enhance cost- efficiency, identifying areas of excessive spending and providing recommendations.
  • Assisted in preparing detailed financial models for forecasting revenue, expenses, and profitability for 5 years data.
  • Conducted variance analysis comparing actual financial performance to budgeted figures, highlighting key deviations.

Education

M.B.A. - Finance & Accounting

Alliance University
Bengaluru
05.2024

B.Com (Hons) - Cost And Management Accounting

Chandigarh University
Chandigarh
05.2021

Class XII - Commerce

Army Public School
Ranchi
04.2018

Class X - Common

Army Public School
Bathinda
03.2016

Skills

  • MS Office

  • Tally

  • Financial Modelling and Analysis

  • Teamwork

  • Leadership

  • Effective Communication

  • Account management

  • Teamwork and collaboration

  • Account development

  • Customer service

Certification

Derivatives- Options and Futures (Coursers)

Timeline

FinTech and the Transformation in Financial Services – Coursera

11-2023

Derivatives- Options and Futures (Coursers)

08-2023

Finance Intern

Natural Remedies Private Ltd.
06.2023 - 08.2023

Account Manager

Anand Rathi Wealth Ltd.
06.2023 - Current

Fundamental Analysis of COLGATE PALMOLIVE INDIA LTD.

06-2022

Impact of Covid-19 on Banking Sector – April 2021- May 2021

12-2021

M.B.A. - Finance & Accounting

Alliance University

B.Com (Hons) - Cost And Management Accounting

Chandigarh University

Class XII - Commerce

Army Public School

Class X - Common

Army Public School

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PREETI SHARMAAssistant Manager