Sharmistha Ganguly
Barasat
Summary
High Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Bajaj Allianz
KOLKATA
02.2024 - 11.2025
- Consistently engaged clients via phone, email, and video conferencing regarding financial matters.
- Maintained accurate records of client interactions and transactions per company policy and regulations.
- Facilitated meetings to review portfolio performance and recommend necessary modifications.
Education
Bachelor of Commerce - Accounting
Calcutta University
Kolkata04-2022
Madhyamik -
Aditya Academy Senior Secondary
Barasat 06-2017
Higher Secondary - Commerce
Kalyani Public School
Barasat Diploma Course - Financial Accounting
Nehru Yuva Shiksha Kendra
Kolkata Skills
- Basic account
- Tally with gst (ERP)
- PowerPoint
- Excel
- Customer service
- Client relationship management
Languages
Bengali
First Language
English
Beginner (A1)
A1
Hindi
Intermediate (B1)
B1
Timeline
Financial Advisor
Bajaj Allianz
02.2024 - 11.2025
Bachelor of Commerce - Accounting
Calcutta University
Madhyamik -
Aditya Academy Senior Secondary
Higher Secondary - Commerce
Kalyani Public School
Diploma Course - Financial Accounting
Nehru Yuva Shiksha Kendra