SIMONA SANJEEBITA
Bhubaneswar
Summary
Seeking an innovative and challenging organization that will provide unique opportunities for professional growth while contributing to the success of the organization
Overview
8
8
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Relationship Manager
Aditya Birla Sun Life AMC
BHUBANESWAR
07.2025 - Current
- Managed and expanded a portfolio of HNI clients, delivering customized mutual fund and investment solutions.
- Assessed client portfolios for concentration risk, volatility exposure, and asset allocation efficiency.
- Monitored market movements and mutual fund performance on a regular basis.
Assistant Manager
IndusInd Bank
Bhubaneswar
09.2022 - 05.2023
- In charge of cash and vault of the bank
- Handled transactions for customers including check cashing, deposits and withdrawals
- Network within communities to find and attract new business
- Identify customers' financial needs and prepare proposals to meet them
System Engineer
IBM
Mumbai
05.2018 - 06.2019
- Trained and worked on IBM's FileNet P8 system
- Development of Client's Application (banking sector)
- Worked on IBM's Content Platform Engine
- Handled client's project and maintenance of the system software
Education
MBA - Banking & Finance
Symbiosis School of Banking & Finance
Pune 06.2023 - 03.2025
B. Tech - Electronics and Telecommunication
Kalinga Institute of Industrial Technology
Odisha12th -
DAV Public School
Unit -8, Odisha10th -
DAV Public School
Unit -8, OdishaSkills
- Client Relationship Management & Client Acquisition
- Portfolio Review & Goal-Based Advisory
- Adaptability & Learning Agility
- Process Re-engineering & System Implementation
- Power BI
- Infosys Finacle Banking Software
Internship
SnuckWorks Platforms,
04/01/24-05/31/24
- ESG Frameworks and Reporting Standards.
- Understand the ESG standards and protocols and help make the ESG Questionnaire form.
- Client work based on process re-engineering and system implementation.
- Worked closely with clients to enhance delivery and support infrastructure and processes
Certification
- NISM XXI-A Portfolio Management Services, 2025
- Portfolio and Risk Management from Geneva Finance Research Institute, Coursera 2025
- Scrum Fundamentals and Industry Planning Techniques, Coursera, 2025
- Financial Modelling and Valuation, Udemy, 2024
- Blockchain 101, Infosys Springboard, 2024
- CFI - Fundamentals of Corporate Finance, 2024
- NISM-Series-VA Mutual Fund Distributors Certification Examination, 2023
Languages
- English
- Hindi
- Odia
Hobbies and Interests
- Dancing (Classical - Odissi)
- Chess
Extra Curriculars
- Member of Corporate Interface Team at SSBF, Pune, 2023
- Volunteer at National Service Scheme, 2018
- Participated in Entrepreneurship Awareness Camp organized by NSTEDB, Dept of Science and Technology, Govt. of India, 2015
- Member of Odisha Dance Academy
- Participated and won in various National and State level dance competitions
Languages
English
Advanced
C1
Hindi
Advanced
C1
Odia
Advanced
C1
Timeline
Relationship Manager
Aditya Birla Sun Life AMC
07.2025 - Current
MBA - Banking & Finance
Symbiosis School of Banking & Finance
06.2023 - 03.2025
Assistant Manager
IndusInd Bank
09.2022 - 05.2023
System Engineer
IBM
05.2018 - 06.2019
B. Tech - Electronics and Telecommunication
Kalinga Institute of Industrial Technology
12th -
DAV Public School
10th -
DAV Public School