Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Pulkit Shishodia

Pulkit Shishodia

Ghaziabad

Summary

Highly motivated and goal-driven Financial Professional Seeking a position in a high-level professional environment where I can get opportunities to enhance my skills through practical problem solving and contribute towards Organizational development.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Quality Analyst

Ameriprise Financial
04.2022 - Current

Roles and responsibilities

  • Quality Assurance and Control

Other prime responsibility is to thoroughly review & provide feedback for various financial deliverables that we provide support on to our clients (i.e Financial Advisors in US)

  • Quality Audits

Team is responsible for conducting various random audits & checks so as to ensure that everyone is working in the best interest of the company

  • Trainings

On an ongoing basis, we provide support to the production teams by conducting various trainings & knowledge enhancement sessions to impart the new & existing employees with the required level of knowledge & expertise & to update them about recent changes & developments in the compliance & statutory requirements, market & products (along-with the Training team)

  • Miscellaneous

Time to time we conduct various activities across the process to ensure that system is fair for all the employees & is not biased toward a specific group of people. Also, we provide support to the senior leadership team by preparing & floating various useful reports on regular basis to update them about the overall trend with respect to quality level of new as well as existing employees, for performance evaluation.

Senior Relationship Manager

ICICI Securities Limited
06.2021 - 12.2021

Roles and responsibilities

  • Enforce plans that will help meet the needs of customers
  • Build long-term relationships with clients and customers
  • Work quickly to address and resolve customer issues
  • Notify the sales team of new sales and cross-selling opportunities
  • Become familiar with the competition to stay ahead of them
  • Encourage high-sales and good customer service practices
  • Create strategies and work with clients to boost their brand
  • Help promote and maintain a positive company image

Intern

SkillInaBox
04.2020 - 06.2020

Roles and responsibilities

  • Project - A Study on the effect of “ skillinabox ” in enhancing the skills & employability
  • Developing different aspects of advertising and how the company can aware large number of customers
  • Talking to the different leads and convincing them to buy the products
  • Formulating and discussing the different strategies on how to make the customers aware about the products
  • Making different sales strategy for generating the leads and converting them.

Education

PGDM - Finance And Marketing

Fortune Institute of International Business (FIIB)
New Delhi
05.2021

BBA -

Reliable Institute of Management And Technology
Ghaziabad
06.2019

12th - Commerce

Nehru World School
Ghaziabad
03.2013

10th -

Nehru World School
Ghaziabad
03.2011

Skills

  • MS Office Suite - (Word, Excel, PowerPoint)
  • Tableau
  • Training implementation
  • Quality Improvement
  • Customer Relationship Management
  • Finance

Certification

Financial Analyst - LinkedIn Learning

· Gaining the skill that makes a successful financial analyst, including understanding financial statement, working with economic data & analytical analysis skills.


International Marketing (YONSEI University)

· International Marketing Entry & Execution.

· International B2B Marketing.


Introduction to Negotiation (Yale University , Coursera Online)

· Becoming a Principled and Persuasive Negotiator


NISM VA - Mutual Fund Distributor Certification

NISM VII - Securities Operations and Risk Management Certification

NISM VIII - Equity Derivatives Certification

Timeline

Quality Analyst

Ameriprise Financial
04.2022 - Current

Senior Relationship Manager

ICICI Securities Limited
06.2021 - 12.2021

Intern

SkillInaBox
04.2020 - 06.2020

PGDM - Finance And Marketing

Fortune Institute of International Business (FIIB)

BBA -

Reliable Institute of Management And Technology

12th - Commerce

Nehru World School

10th -

Nehru World School
Pulkit Shishodia