Summary
Overview
Work History
Education
Skills
Timeline
Generic

SHRITI BISWAS

Financial Planning

Summary

Highly motivated individual with a educational background in personal finance. Committed to helping individuals and families make informed financial decisions to achieve their goals. Seeking opportunities in budgeting, savings strategies, and financial planning. Seeking a challenging role where I can utilize my knowledge to make a positive impact and improve the financial well-being of others.


Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

3
3
years of professional experience
6
6
years of post-secondary education
3
3
Languages

Work History

Assistant Manager

STATE BANK OF INDIA
05.2009 - 06.2012
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Education

CERTIFIED FINANCIAL PLANNER (PURSUING)

FPSB
INDIA ,
07.2021 - Current

Advance Diploma in Management Accounting

CIMA
LONDON ,
06.2012 - 06.2013

BACHELOR OF BUSINESS ADMINISTRATION

UNIVERSITY OF LUCKNOW
INDIA,
06.2004 - 06.2007

Skills

Analytical

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Timeline

CERTIFIED FINANCIAL PLANNER (PURSUING)

FPSB
07.2021 - Current

Advance Diploma in Management Accounting

CIMA
06.2012 - 06.2013

Assistant Manager

STATE BANK OF INDIA
05.2009 - 06.2012

BACHELOR OF BUSINESS ADMINISTRATION

UNIVERSITY OF LUCKNOW
06.2004 - 06.2007

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