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
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