Summary
Overview
Work History
Education
Skills
Certification
COURSES
STRENGTHS
LANGUAGES
Hobbies and Interests
Accomplishments
Work Availability
Work Preference
Timeline
AccountManager
Prerna Soni

Prerna Soni

Kolkata,WEST BENGAL

Summary

A Dedicated finance student with hands-on internship experience in the banking sector. Possessing an MBA in Finance and a BBA, honed skills in financial analysis and loan processing. Committed to personal and professional growth, excelling in organizational tasks and effective communication, ready to take on new challenges in the world of finance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Loan Processing Intern

FEDERAL BANK
06.2024 - 08.2024
  • Gained experience in loan processing while interning at credit hub.
  • Processed approx 15 retail loan files for auto loans and personal loans
  • Reviewed files in collaboration with credit head.
  • Created comprehensive report on retail loans.
  • Mastered the stages involved in the lifecycle of loan processing.
  • Enhance accuracy by verifying loan documents.
  • Learned about relevant regulations and compliance procedures

Financial Analysis Intern

FEDERAL BANK
05.2021 - 06.2021
  • Gained valuable experience in finance and accounts through BBA Internship.
  • Increased financial insight by analyzing and interpreting financial statements, resulting in revenue optimization
  • Acquired comprehensive understanding through analysis and interpretation of financial statements.
  • Developed professional skills through experience
  • Received positive feedback from supervisors
  • Contributed to successful project completion by identifying potential challenges

Education

MBA - Finance

Amity Business School
Kolkata, India
06-2025

BBA - Business Administration And Management

NSHM KNOWLEDGE CAMPUS
Kolkata, India
06-2022

Skills

  • Ms excel
  • Ms word
  • Powerpoint
  • Tally prime
  • Financial Analysis
  • Decision-making
  • Professionalism
  • POWERBI Desktop
  • Credit Analysis

Certification

  • J.P Morgan-Investment Banking Job Simulation Forage-15/11/2024
  • Goldman Sachs-Operations Job Simulation Forage-13/11/2024
  • Financial Analysis Udemy-22/12/2024
  • Microsoft POWERBI- Skill Course: 09/02/2025

COURSES

  • Goldman Sachs Operations Job Simulation on Forage - November2024
  • JP Morgan Chase Investment Banking Job Simulation on Forage - November2024
  • Financial Analysis Udemy- December2024

STRENGTHS

  • Flexibility: Ability to adapt and work flexibly under various conditions.
  • Communication Skills: Strong communication skills.
  • Team Work: Strong experience in team projects and collaboration
  • Organizational skills: Efficiently manage tasks and deadlines.
  • Problem solving skills: Well versed with handling problem in challenging situation

LANGUAGES

ENGLISH
Bilingual or Proficient (C2)
HINDI
Bilingual or Proficient (C2)

Hobbies and Interests

Singing, Enjoys listening to music

Accomplishments

Mobile Sales Data Dashboard

Microsoft Power BI

  • Created an interactive dashboard to analyze key sales metrics such as total sales (769M), total quantity sold (19K), and transactions (4K).
  • Incorporated dynamic filters, city-wise sales mapping, monthly trend analysis, and customer rating insights.
  • Enhanced data visualization skills and provided actionable business insights.
  • Gained expertise through a skill course by Satish Dhawale.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteHybrid

Important To Me

Career advancementWork-life balanceCompany CultureHealthcare benefitsTeam Building / Company RetreatsPaid sick leaveStock Options / Equity / Profit SharingFlexible work hours

Timeline

Loan Processing Intern

FEDERAL BANK
06.2024 - 08.2024

Financial Analysis Intern

FEDERAL BANK
05.2021 - 06.2021
  • J.P Morgan-Investment Banking Job Simulation Forage-15/11/2024
  • Goldman Sachs-Operations Job Simulation Forage-13/11/2024
  • Financial Analysis Udemy-22/12/2024

MBA - Finance

Amity Business School

BBA - Business Administration And Management

NSHM KNOWLEDGE CAMPUS
Prerna Soni