Summary
Overview
Work History
Education
Skills
Timeline
Generic
Shagun Ssharma

Shagun Ssharma

Pune

Summary

Completed 3 years of intensive articleship training with Triveni Tapasvi & Associates.

Conducted tax audit, GST audit, and statutory audit of mid-sized proprietorships and private limited companies.

Responsible and motivated individual ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. Results-oriented with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.

Overview

3
3
years of professional experience

Work History

Mutual Fund Sales Representative

Dalton Funds
Pune
01.2023 - Current
  • Ensured compliance with securities regulations when recommending investments or conducting trades.
  • Developed and maintained relationships with clients to promote mutual fund products.
  • Prepared investment proposals based on customer objectives, risk tolerance, and time horizons.
  • Advised clients on strategies for diversifying their portfolios across various asset classes.
  • Created detailed reports outlining customer needs and recommended solutions.
  • Attended conferences and industry events to stay informed of new developments in the field.

Education

Master of Commerce ( Costing&Taxation) -

Savitribai Phule Pune University
Pune
04-2020

Bachelor of Coomerce -

Ness Wadia College of Commerce
PUNE
04-2015

CA Finalist -

The Institute of Chartered Accountants of India
Delhi

Skills

  • Investment analysis
  • Client relationship management
  • Portfolio diversification
  • Market research
  • Sales strategy
  • Attention to detail
  • Completed Vista Equity Partners demystifying private Equity on Forage
  • Analytical and critical thinking

Timeline

Mutual Fund Sales Representative

Dalton Funds
01.2023 - Current

Master of Commerce ( Costing&Taxation) -

Savitribai Phule Pune University

Bachelor of Coomerce -

Ness Wadia College of Commerce

CA Finalist -

The Institute of Chartered Accountants of India
Shagun Ssharma