SHUBH SATIJA
Detail-oriented professional with hands-on experience in analysis, reporting, and process support. Provides accurate reporting, documentation, and workflow improvements. Supports operational efficiency through process analysis and continuous follow-up.
Work History
Research Analyst
1 Year 11 MonthsDinan Research Services Pvt. Ltd. is a New Delhi-based subsidiary of Dinan & Company, specializing in research support for mergers and acquisitions.
- Conducted in-depth industry analysis.
- Monitored private equity investments to identify market trends and acquisition activity.
- Prepared accurate buyer lists for live deals.
- Updated and organised CRM systems to enhance data management and streamline deal tracking.
Relationship Executive
10 MonthsHDFC AMC – HDFC Asset Management Company (AMC) is one of the leading mutual fund houses, offering diverse investment products to cater to various financial goals and risk profiles.
- Built and maintained strong client relationships with individual investors, high-net-worth individuals (HNIs), institutions, and corporate clients.
- Advised clients on asset allocation and creating customized investment portfolios based on their financial objectives.
- Communicated regularly with clients to provide updates on investments, market trends, and new fund offerings.
- Promoted HDFC Mutual Fund products through targeted marketing campaigns, successfully attracting prospective clients.
Education
Master of Business Administration (MBA) - Finance & Marketing
Bachelor of Business Administration (BBA)
12TH - Commerce
Skills
ADDITIONAL QUALIFICATIONS AND COURSES
- MS Excel, Fin ladder (5 weeks), learned from basic Excel to advanced Excel, e.g., lookups, etc.
- Digital Marketing, Growing India Project (GIP), webions.info (48 weeks): learned WordPress, website development, Social media marketing, Network marketing, etc.
- Spoken English, British Council (16 weeks): learned fluency in English.
POSITIONS OF RESPONSIBILITY
- Senior Associate (Network Marketing – Growing India Project)
Website development, Networking, and leading teams of 5 to 6 people.
- Event Coordinator “GYANOSTAV” (Rukmini Devi Institute of Advance Studies)
Coordinated and helped the team to conduct an event and raise sponsorships for the event “GYANOSTAV”.
AWARDS & ACHIEVEMENTS
Certificate of Excellence – Art & Craft – Organized by HDFC Bank
Winner Certificate – Quizzical– Organized by RDIAS