Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
PROJECTS
INTERETS
Timeline
Generic

Sarthak Mahajan

Amritsar

Summary

CFA Level 1 Aspirant with a strong foundation in financial analysis, investment principles, and risk assessment. Skilled in building and nurturing customer relationships from intern experience in a fast-paced corporate environment. Proficient in CRM tools, client retention strategies, and data-driven decision-making to enhance customer satisfaction. Adept at problem-solving, handling complex situations with professionalism, and leveraging financial insights to drive strategic solutions.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Customer Relationship Intern

HDFC Bank
Amritsar
04.2024 - 06.2024
  • Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
  • Handled financial transactions for over 180 walk-in customers.
  • Delivered exceptional service and support, resulting in a 50% rise in customer turnover.

Social Media Coordinator Intern

Anateliar India
Delhi
10.2023 - 02.2024
  • Collaborated with marketing team on developing effective strategies for increasing brand awareness.
  • Researched and identified relevant influencers for potential collaborations.
  • Conducted keyword research to optimize content for search engine optimization.

Education

BBA - Accounting Finance And Marketing

Symbiosis Centre For Management Studies
Pune
05-2025

Class XII - Commerce

RD Khosla DAV Public School
Amritsar
01-2022

Class X -

DAV Public School
Amritsar
01-2020

Skills

  • Financial analysis
  • Project management
  • CRM software
  • Credit analysis
  • Cash flow management
  • Stakeholder communication
  • Financial statement analysis
  • Investment analysis

Certification

  • EY CAFTA (Certificate in Applied Finance, Treasury and Analytics)
  • Coursera:- Financial Markets, Yale University

Accomplishments

  • 2nd position in an intra-college competition, "Marketing Mayhem," hosted by the Chief Marketing Club. Demonstrated adept problem-solving, quick thinking, and effective presentation skills while working within tight deadlines.
  • 2nd place in a PR Competition conducted by the Ideation and Marketing Club within the college. Showcased proficient PR and critical thinking abilities by addressing a real-life case study.
  • Earned the 5th rank in the All- India National Mind Maths Abacus competition, showcasing exceptional mental math and abacus skills on a national level

Languages

Hindi
First Language
Punjabi
Proficient (C2)
C2
English
Proficient (C2)
C2

PROJECTS

COIL ( Collaborative Online International Learning )

Engaged in a semester-long collaboration through the Collaborative Online International Learning (COIL) program, a pioneering initiative fostering cross-cultural exchange and academic collaboration. Collaborated with peers from Brazil on interdisciplinary projects, spanning topics such as Cultural Exchanges.

INTERETS

  • Exploring various painting techniques
  • Participating in badminton matches
  • Scriptwriting for the performing arts

Timeline

Customer Relationship Intern

HDFC Bank
04.2024 - 06.2024

Social Media Coordinator Intern

Anateliar India
10.2023 - 02.2024

BBA - Accounting Finance And Marketing

Symbiosis Centre For Management Studies

Class XII - Commerce

RD Khosla DAV Public School

Class X -

DAV Public School
Sarthak Mahajan