Taruna Gauba
Uttar Pradesh
Summary
Strategic and analytical professional with over 15 years of diverse experience in financial analysis, wealth management, and business operations. Proven ability to enhance business performance through data-driven decision-making and strategic planning. Adept at managing client relationships and implementing innovative solutions to achieve business goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Summer Intern
Clovek Wealth Management Pvt Ltd
Noida
02.2023 - 05.2023
- Conducted market research to understand investor preferences for fee-only advisory vs
- Commission-based services
- Provided recommendations for risk management, wealth accumulation, and asset distribution
- Created and presented investment portfolios tailored to hypothetical client requests
- Engaged in discussions on financial planning incorporating risk management products.
Lead Operations Executive
British Gas
10.2015 - 09.2022
- Resolved customer queries and provided comprehensive sales and order support
- Improved customer satisfaction and retention through effective problem-solving and communication
- Collaborated with sales, marketing, and IT departments to resolve customer issues efficiently.
Subject Matter Expert
Credit One Bank
03.2012 - 09.2014
- Monitored and improved customer satisfaction by addressing feedback and resolving issues
- Assisted customers with digital platform navigation and payment plans
- Developed strong customer relationships to encourage repeat business.
Senior Operations Executive
CitiBank Eservices
12.2008 - 11.2011
- Addressed customer queries regarding banking products and services
- Ensured compliance with banking regulations and operational procedures
- Enhanced customer satisfaction through root cause analysis and service recovery.
Senior Retentions Executive
Compuserve
01.2006 - 06.2007
- Managed customer inquiries and technical issues with up-to-date product knowledge
- Developed and implemented strategies to enhance productivity and customer service levels.
Senior Operations Executive
Washington Mutual Bank
05.2004 - 12.2005
- Assisted customers with credit scores, identity theft issues, and account management
- Utilized problem-solving skills to quickly and accurately identify customer issues.
Education
Master of Business Administration (MBA) (Pursuing) -
ICFAI Foundation for Higher Education (CDOE), Centre for Distance and Online Education
01.2028
Post Graduate Program in Management (PGPM) -
ICFAI Business School
01.2024
Bachelor of Business Administration (BBA) -
Amity University
01.2020
Class XII -
AISSE
01.1993
Class X -
The Air Force School, Delhi Cantonment
01.1990
Skills
- Financial Analysis & Modeling
- Business Development
- Wealth Management
- Operations Management
- Client Relationship Management
- Data Analysis & Reporting
- Financial Software
- Data Analysis Tools
- CRM Systems
- Programming Languages
- ERP Systems
- Presentation Software
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification (2023)
- IRDA Certification (2023)
- Digital Marketing Course from Internshala
- Certifications in Corporate Finance and Fintech from Corporate Finance Institute (CFI)
- Green Belt – Lean Six Sigma
- Certificate in PC Applications from NIIT
Personal Information
- Parents Name: Mrs. Shashi Gauba
- Date of Birth: 08/21/74
Languages
- English (Native)
- Hindi (Fluent)
References
Available upon request.
Hobbies and Interests
Reading different genres, Blogging, Surfing the Internet, Environment Conservation and Sustainability
Timeline
Summer Intern
Clovek Wealth Management Pvt Ltd
02.2023 - 05.2023
Lead Operations Executive
British Gas
10.2015 - 09.2022
Subject Matter Expert
Credit One Bank
03.2012 - 09.2014
Senior Operations Executive
CitiBank Eservices
12.2008 - 11.2011
Senior Retentions Executive
Compuserve
01.2006 - 06.2007
Senior Operations Executive
Washington Mutual Bank
05.2004 - 12.2005
Master of Business Administration (MBA) (Pursuing) -
ICFAI Foundation for Higher Education (CDOE), Centre for Distance and Online Education
Post Graduate Program in Management (PGPM) -
ICFAI Business School
Bachelor of Business Administration (BBA) -
Amity University
Class XII -
AISSE
Class X -
The Air Force School, Delhi Cantonment
- NISM-Series-V-A: Mutual Fund Distributors Certification (2023)
- IRDA Certification (2023)
- Digital Marketing Course from Internshala
- Certifications in Corporate Finance and Fintech from Corporate Finance Institute (CFI)
- Green Belt – Lean Six Sigma
- Certificate in PC Applications from NIIT
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