Saloni Saxena
Overview
2
2
years of professional experience
5
5
years of post-secondary education
5
5
Certifications
Work History
Deputy Manager Grade2
ICICI Bank Pvt. Ltd
05.2024 - Current
- Managed a portfolio of high-net-worth business clients with average loan exposure of 150 million.
- Conducted detailed financial assessments to evaluate creditworthiness, resulting in 90% approval rate with minimal delinquency.
- Identified and mitigated risks by assessing clients’ financial documents, business models, and market conditions.
- Ensured compliance with internal controls and regulatory standards, aiding in audit preparedness.
- Collaborated with credit, legal, and compliance teams to process complex transactions smoothly.
- Provided guidance on financial reporting to clients, enhancing their record-keeping and audit readiness.
Portfolio Management Intern
Anytime Invest Pvt. Ltd.
05.2023 - 06.2023
- Company Overview: Financial Advisory services with wide range of financial products
- Detailed analysis of Mutual Funds with risk measuring parameters, and various investment options.
- Presented Fundamental and Technical analysis of stocks, Mutual Fund, and various Health Insurances.
- Trained on Financial Planning with Financial Calculators.
- Customer Acquisition and Customer Retention.
- Financial Advisory services with wide range of financial products
Education
PGDM - Finance & Marketing
New Delhi Institute of Management
01.2022 - 01.2024
B. Com - undefined
KRG College
01.2018 - 01.2021
Class XII - undefined
PGV School
Class X - undefined
SBM School
Skills
- MS Word
- MS PowerPoint
- MS Excel
Certification
NISM 5A Certified (Mutual Fund Distributors Certification Examination), 2022
Other Participations
- Secured 3rd position in chess competition in NDIM college, 2022
- Participated in PRAJJWALA CHALLENGE, organized by operations club in NDIM, 2023
- Participated in Winter Carnival at NDIM College, 2023
- Participated in Debate competition at NDIM college, 2022
- Participated in Poster Making at Jiwaji University, 2020
- Participated in Art Competition in an NGO named Pranyas, 2020
Personal Information
Date of Birth: 03/07/01
Community Service
- Voluntary free tuition to children of house helper, 2018
- Volunteer at Sambhav (social service organization, NGO), 2022
- Digital Campaign of ‘Pranyas NGO’, 2020
Positions Of Responsibility
- Coordinator, Chess competition organized by Sports Club, 2022
- Coordinator, intra college event SPANDAN, Hosted in NDIM, 2023
Timeline
Deputy Manager Grade2
ICICI Bank Pvt. Ltd
05.2024 - Current
Portfolio Management Intern
Anytime Invest Pvt. Ltd.
05.2023 - 06.2023
PGDM - Finance & Marketing
New Delhi Institute of Management
01.2022 - 01.2024
B. Com - undefined
KRG College
01.2018 - 01.2021
Class XII - undefined
PGV School
Class X - undefined
SBM School
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