Shubh Jitendra Chandra
Post Graduation Diploma In Management In Banking & Finance
Mumbai
Summary
Creative Finance graduate offering strong analytical and abstract reasoning skills. Excellent history of managing complex data. Well-versed in business operations, strategic planning and market analysis. Track record of positive academic performance and superior numerical and analytical skills. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
1
1
year of professional experience
7
7
years of post-secondary education
5
5
Certifications
4
4
Language
Work History
Relationship Manager
Kotak Mahindra Bank
Mumbai
11.2022 - 06.2023
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Worked with operation departments to facilitate communication and deliver personalized solutions to customers.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Team Leader
Vibgyor Advisors Pvt Ltd
Mumbai
05.2022 - 05.2022
- Networking with Chartered Accountants, Financial Advisors, RTO Agents, Real Estate Agents, to onboard them onto our fin-tech platform
- Conducting meetings with clients and partners to offer them various financial services
- Maintaining relationships with important channel partners by making regular visits, understanding their needs, and anticipating new opportunities
- Processing cases and business brought in by on-boarded channel partners.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
Live Project
Future Group
01.2022 - 01.2022
- I was allotted Customer Service Department which include various tasks such as assisting customers for online shopping, solving queries along with assisting supervisor and manager in their duties involving customer support
- Responded to customer requests for products, services, and company information.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Education
PGDM - Banking &Finance
University of Mumbai Guru Nanak Institute of ManagementStudies
India 09.2021 - 04.2023
B.Com - Accounting and Finance
University of Mumbai Gurukul College of Commerce
India 10.2018 - 05.2021
H.S.C -
State Board of Maharashtra Shree D J Doshi Junior College of Commerce
India 07.2016 - 05.2018
S.S.C -
State Board of Maharashtra St John High School
India 06.2015 - 03.2016
Skills
Adaptabilityundefined
Certification
NISM VA- Mutual Fund Distributors
Timeline
Relationship Manager
Kotak Mahindra Bank
11.2022 - 06.2023
NISM VII – Securities Operations & Risk Management
09-2022
NISM VIII – Equity Derivatives
06-2022
Team Leader
Vibgyor Advisors Pvt Ltd
05.2022 - 05.2022
NISM VA- Mutual Fund Distributors
03-2022
Live Project
Future Group
01.2022 - 01.2022
PGDM - Banking &Finance
University of Mumbai Guru Nanak Institute of ManagementStudies
09.2021 - 04.2023
Diploma in Financial Account
06-2019
B.Com - Accounting and Finance
University of Mumbai Gurukul College of Commerce
10.2018 - 05.2021
Advance MS Office
11-2017
H.S.C -
State Board of Maharashtra Shree D J Doshi Junior College of Commerce
07.2016 - 05.2018
S.S.C -
State Board of Maharashtra St John High School
06.2015 - 03.2016
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