SHIKHA
Kanpur
Summary
Proficient in presenting financial products, guiding clients on trading platforms and investment options, and facilitating seamless account activation, consistently meeting sales and activation goals through strategic communication and customer-centric solutions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sales Manager
ICICI SECURITIES
Jaipur
08.2025 - Current
- Collaborated with bank Relationship Managers to acquire and engage customers for Demat and Trading accounts.
- Managed complete customer dealings, including pitching, onboarding, and account activation.
- Addressed customer queries and resolved issues to ensure compliant onboarding experiences.
- Educated customers on platform features and investment products to enhance satisfaction and improve activation rates.
- Achieved sales and activation targets through effective follow-ups and relationship management.
EVENT ORGANISING INTERN
DIGI MONK
Lucknow
08.2024 - 09.2024
- Documented organization event discussions, announcements, and member participation for future reference.
- Compiled comprehensive reports summarizing key aspects of the event.
- Coordinated with team members to gather insights, enhancing overall event quality.
RESEARCH INTERN
STATE BANK OF INDIA
Lucknow
06.2024 - 07.2024
- Executed outreach initiatives to MSME dealers, presenting SME department schemes and updating CRM sheets accurately.
- Conducted research and analysis on factors influencing bank financing decisions in MSME sector.
- Developed comprehensive data-driven reports based on feedback from MSME dealers.
Education
MASTER OF BUSINESS ADMINISTRATION -
UNIVERSITY OF LUCKNOW
01.2025
BACHELOR OF COMMERCE -
Babasaheb Bhimrao Ambedkar University
Lucknow, U.P.01.2022
Skills
- Collaboration
- Work ethic
- Adaptability
- Team leadership
- Management skills
- Microsoft Office Suite
- C programming
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification
- NISM-Series-VIII: Equity Derivatives Certification
- NISM-Series-VII: Securities Operations and Risk Management Certification
Accomplishments
- Participated in IIM Lucknow's Manfest Varchasva 2023-24
- Participated in National Girl Child Extempore competition (secured 3rd position)
- Participated in poetry competition on Hindi Diwas
- Organising the case study event in the college.
Disclaimer
I hereby declare that the above written particulars are true to the best of my knowledge and belief.
Hobbies and Interests
- Article writing
- Poetry writing
- Art and craft
- Dancing
Timeline
Sales Manager
ICICI SECURITIES
08.2025 - Current
EVENT ORGANISING INTERN
DIGI MONK
08.2024 - 09.2024
RESEARCH INTERN
STATE BANK OF INDIA
06.2024 - 07.2024
MASTER OF BUSINESS ADMINISTRATION -
UNIVERSITY OF LUCKNOW
BACHELOR OF COMMERCE -
Babasaheb Bhimrao Ambedkar University