Prerna Jain
Business Development And Customer Engagement
New Delhi,Delhi
Summary
Disciplined professional pursuing opportunity to further learning and add to hands-on financial services experience. Accomplished at performing quantitative data and producing graphs. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors.
Overview
8
8
Certifications
5
5
years of post-secondary education
1
1
year of professional experience
Work History
Financial Analyst Intern
J Marathon Advisory Services
Delhi, Delhi
06.2020 - 08.2020
- Studying components of the Stock market and bull bear phase
- Live Trading and Analysis of market securities, equities, etc
- Working on predicting the market for short term and long term
- Preparing the report on clients' request for long term investment
- Analyzed and monitored statistical data trends.
Personal Banker
HDFC Bank
New Delhi, Delhi
08.2018 - 07.2019
- Handle customer portfolio and advice customers as per their needs
- Providing support to various teams
- Providing financial services to the clients.
- Analyzing financial needs of the customers and offering the suitable product.
- Customer acquisition
- Strive to achieve customer satisfaction to the highest level.
- Increase the customer base and strengthen customer relationships.
Education
MBA - Finance
BVIMR
New Delhi 07.2019 - 05.2021
BBA -
RDIAS, Guru Gobind Singh Indraprastha University
New Delhi 08.2015 - 03.2018
High School Diploma -
Lancer's Convent
New Delhi 04.2014 - 03.2015
Skills
Data evaluation
Certification
Credit Risk Management by Delft University
Projects
- Performance of Indian Stock Market
- Conducted Research on Phubbing and its impacts
- Marketing strategies of Maruti
- Tourism in North India
Timeline
Financial Analyst Intern
J Marathon Advisory Services
06.2020 - 08.2020
MBA - Finance
BVIMR
07.2019 - 05.2021
Personal Banker
HDFC Bank
08.2018 - 07.2019
BBA -
RDIAS, Guru Gobind Singh Indraprastha University
08.2015 - 03.2018
High School Diploma -
Lancer's Convent
04.2014 - 03.2015
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