SANJEEVNI KOHLI
HYDERABAD
Summary
Results-driven analyst with a proven track record at Broadridge Financial Solutions, excelling in financial analysis and client relationship management. Achieved a 25% reduction in error rates through effective process improvements and team leadership. Skilled in due diligence and communication, fostering strong partnerships and enhancing operational efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Analyst - Investment Banking
Broadridge Financial Solutions
Hyderabad
09.2023 - Current
- Conducted due diligence on potential investments through financial statement analysis and market trend evaluation.
- Created detailed technical reports to communicate findings to diverse stakeholders.
- Strengthened client relationships to foster long-lasting and profitable partnerships.
- Facilitated stakeholder meetings to identify and discuss process improvements.
- Performed root cause analysis of issues encountered during implementation phases.
- Implemented changes that streamlined processes and reduced operational costs.
- Led a 5-member team, cultivating collaboration and driving results.
- Ensured timely filing and compliance of financial documents (10-K, 10-Q, NPS, 20-F).
- Achieved 25% reduction in error rates within financial processes, enhancing operational efficiency.
Client Support Specialist
Broadridge Financial Solutions
Hyderabad
03.2021 - 08.2023
- Presented performance reports and insights to leadership, driving continuous improvement initiatives.
- Facilitated cross-functional projects to enhance service delivery and client satisfaction.
- Ensured timely resolution of client concerns through proactive communication.
Education
MBA - Human Resources and Marketing
ICFAI Business School
Dehradun01-2020
BBA - Business Management
University of Jammu
Jammu01-2018
Skills
- Problem solving
- Project management
- Stakeholder engagement
- Multitasking and prioritization
- Microsoft Excel, macros for data analysis, reporting
- CRM software (Salesforce and ServiceNow)
- Account management
- Due diligence and compliance
- Client relationship management
- Process improvement strategies
- Team leadership
- Strong communication
Accomplishments
- Honored with the Work Excellence Award 2022, indicated a successful outcome of the project.
- Managed logistics for a town hall meeting Nov 2023, including venue selection, speaker coordination, and audience engagement.
Skills gained from hosting events
- Public speaking
- Event planning and management
- Audience engagement
- Interpersonal skills
Certification
LinkedIn Course - Financial statement analysis.
Timeline
Analyst - Investment Banking
Broadridge Financial Solutions
09.2023 - Current
Client Support Specialist
Broadridge Financial Solutions
03.2021 - 08.2023
MBA - Human Resources and Marketing
ICFAI Business School
BBA - Business Management
University of Jammu
Similar Profiles
Tyler WilsonTyler Wilson
Financial Analyst at Broadridge Financial Solutions, Matrix Financial SolutionsFinancial Analyst at Broadridge Financial Solutions, Matrix Financial Solutions
Matthew P Gutierrez Matthew P Gutierrez null
Relationship Manager at Broadridge Financial Solutions, Matrix Financial SolutionsRelationship Manager at Broadridge Financial Solutions, Matrix Financial Solutions
Rosaura AlvarezRosaura Alvarez
Operator at Broadridge Financial Solutions, Matrix Financial SolutionsOperator at Broadridge Financial Solutions, Matrix Financial Solutions
MOSES TAJAM BABILAMOSES TAJAM BABILA
Machine Operator Apprentice at Broadridge Financial Solutions, Matrix Financial SolutionsMachine Operator Apprentice at Broadridge Financial Solutions, Matrix Financial Solutions
Nithin SaraNithin Sara
Sr. Product Engineer at TECHMAHINDRA LTDSr. Product Engineer at TECHMAHINDRA LTD