Summary
Overview
Work History
Education
Skills
Timeline
Generic
PRIYANKA BISHT

PRIYANKA BISHT

Senior Operation Executive
Najafgarh

Summary

Motivated with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

4
4
years of professional experience

Work History

Operation Executive

Sequential Technology International
Gurgaon
04.2019 - 05.2020
  • Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
  • Collaborated on operational support tasks to achieve common goal.
  • Introduced new methods, practices, and systems to reduce turnaround time.

Financial Advisor

DJT CORPORATION PVT LTD
Noida
04.2020 - 03.2021
  • Handling pa\ent query regarding their bills, cases of various hospital, booking doctor appointment, solving problem related to services
  • SEQUENTIAL TECHNOLOGY INTERNATIONAL AS A HEALTH ADVISOR Handling pa\ent regarding there billing requirements and appointments.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Implemented exit strategies for clients to transition out of investments.

SENIOR OPERATION EXECUTIVE

BAJAJ Capital PVT LTD
04.2021 - Current
  • AM CURRENTLY WORKING
  • THERE FROM, 2
  • Handling Mutual Fund department PAN india , making MIS reports , making strategy to increase the business and also adding news company products to enhance the business.
  • Used market insights to capitalize on key business opportunities for new advantageous partnerships.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Clarified roles, responsibilities and expectations of staff.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.
  • Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Managed purchasing, sales, marketing and customer account operations efficiently.

Education

10th - undefined

CBSE Board Delhi

12th - undefined

CBSE Board Delhi

diploma - computer

Delhi Paramedical & Management Ins\tute (DPMI)

B.SC - Radiology

Delhi Paramedical & Management Ins\tute (DPMI)

MBA - Finance And Banking

Nmims
Une
03.2023 - Current

HOBBIES - undefined

Skills

Hard Working, a good team worker and sincere towards job & ability to work under stressundefined

Timeline

MBA - Finance And Banking

Nmims
03.2023 - Current

SENIOR OPERATION EXECUTIVE

BAJAJ Capital PVT LTD
04.2021 - Current

Financial Advisor

DJT CORPORATION PVT LTD
04.2020 - 03.2021

Operation Executive

Sequential Technology International
04.2019 - 05.2020

10th - undefined

CBSE Board Delhi

12th - undefined

CBSE Board Delhi

diploma - computer

Delhi Paramedical & Management Ins\tute (DPMI)

B.SC - Radiology

Delhi Paramedical & Management Ins\tute (DPMI)

HOBBIES - undefined

PRIYANKA BISHTSenior Operation Executive