Shalini Swaraj
New Delhi
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
2
2
years of professional experience
Work History
Intern
SMC GLOBAL SECURITIES
04.2025 - 05.2025
- Understood real-time stock market operations.
- Learned about mutual funds, SIPs, FPOs, and insurance.
- Improved my skills in collecting and studying data through surveys.
- Developed analytical ability by studying NAV movements and fund performance.
- Gained knowledge of stock market basics.
Relationship Manager
Care Health Insurance
Noida
01.2023 - 12.2023
- Handled end-to-end renewals and client support.
- Used to send renewal letters, quotes, and business illustrations.
- Negotiated terms and renewed client contracts.
- Retained key clients through strong relationship management.
- Awarded by the Quality Assurance Team for service excellence.
Education
PGDM - Finance And Marketing
Fostiima Business School
Dwarka, New Delhi03-2026
Graduation - BBA
Institute of Management Studies (CCSU)
Noida, Uttar Pradesh10-2022
Intermediate -
Bihar State Education Board
Purnea, Bihar03-2019
Matriculation -
India Public School (CBSE)
Purnea, Bihar05-2016
Skills
- Customer relationship management
- Presentation skills
- Compliance handling
- Basic understanding of mutual funds and SIP
- Effective customer communication
- Decision-making skills
- Ability to study market trends
Financial Skills
- Basic knowledge of the stock market
- Basic understanding of mutual funds and SIP
- Risk and return understanding
- Decision-making skills
- Ability to study market trends
Internship
- SMC Global Securities
- understood real-time stock market operations
- learned about mutual funds, SIPs, FPOs, and insurance
- improved my skills in collecting and studying data through surveys,
- Developed improved analytical ability by studying NAV movements, and fund performance
- Gained knowledge of stock market basics
Personal Information
- Father's name: Jay Shankar Prasad
- Date of birth: 11/05/2000
Timeline
Intern
SMC GLOBAL SECURITIES
04.2025 - 05.2025
Relationship Manager
Care Health Insurance
01.2023 - 12.2023
PGDM - Finance And Marketing
Fostiima Business School
Graduation - BBA
Institute of Management Studies (CCSU)
Intermediate -
Bihar State Education Board
Matriculation -
India Public School (CBSE)