Vishakha Bharti
Bodh Gaya
Summary
I wish to grow as a Finance Manager, want to have learned and grown in my career and give my best to help the organization grow. And I wish to combine my skills in administering finances with modern tools to drive the product growth, strategy, vision in a rapidly scaling business.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Management Trainee
ICICI Prudential Life Insurance
06.2024 - Current
- Engaged with prospective clients through daily calls and face-to-face meetings to educate them about various insurance products.
- Developed strong relationships with customers to enhance trust and encourage repeat business.
- Maintained accurate records of customer interactions and sales activities to support performance tracking and reporting.
- Assisted in analyzing market trends and competitor offerings to identify opportunities for growth.
Intern
NNM Securities
05.2023 - 07.2023
- Gained foundational knowledge of the stock market and investment strategies.
- Conducted customer outreach to promote the opening of demat accounts.
- Achieved a target of opening 20 demat accounts by successfully onboarding 19 clients through effective communication and relationship-building.
- Assisted in understanding customer needs and provided guidance on investment options.
Education
PGDM - Finance
Xavier Institute of Social Service
Ranchi, India05-2024
Bachelors in Finance And Market Operations - Finance & Marketing
St. Xavier College
Ranchi, India09-2021
Intermediate - Accounting
BSEB
Gaya, India06-2018
Skills
- Customer Relationship Management
- Time Management
- Adaptability
- Team Player
- Communication Skills
- Quick Learner
Certification
- Advance Excel
- MS Excel
- Google Data Studio
Painting
Lippan Art
Languages
English
Advanced (C1)
Timeline
Management Trainee
ICICI Prudential Life Insurance
06.2024 - Current
Intern
NNM Securities
05.2023 - 07.2023
PGDM - Finance
Xavier Institute of Social Service
Bachelors in Finance And Market Operations - Finance & Marketing
St. Xavier College
Intermediate - Accounting
BSEB
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