Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors. Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. 1) Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. 2) Business targets: Recruitment of Financial Products Distributor, Product sales etc. Gather operational data from various cross-functional stakeholders to examine past business performance Identify data patterns & trends, and provide insights to enhance business decision-making capability in business planning, process improvement, solution assessment etc Recommend actions for future developments & strategic business opportunities, as well as enhancements to operational policies May be involved in exploratory data analysis, confirmatory data analysis and/or qualitative analysis Translate data into consumer or customer behavioural insights to drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings Improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities Work closely with internal and external business partners in building, implementing, tracking and improving decision strategies Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency Course on Computer
Concepts
Hands on Canva
Microsoft Office
ITR FILLING
Lucknow University
2011-2015
Bundelkhand University
2022-2024
EDUCATIONAL DETAILS
Master of Business Administration (Finance)
Bachelor of Science (Agriculture)
Intern at SinghSaurabh & Co.
(Chartered Accountants)
PROFESSIONAL EXPERIENCE Sep - Oct 2023
Executed a comprehensive One & a Half month
internship at SinghSaurabh & Co., applying MBA-
acquired proficiency in accounting and financial
management; leveraged industry insights to
enhance operational efficiency and streamline
financial practices.
Worked successfully as a Core Coordinator and
led a 30 members team to organise GRAVITAS
(one of the biggest event of Lucknow University
organised by Department of business
administration).
A core member of the media team (as a graphic
designer) and Alumni Cell of My department.
VOLUNTEER EXPERIENCE
Active Volunteer of Go For Gomti Campaign
(Gomti River Cleanliness Drive)
*.*******.**********@*****.***
3/265 Vinamra Khand, Gomti
Nagar, Lucknow - 226010
Shubham Shrivastav
S / o S a n t o s h K u m a r S h r i v a s t a v
C O N T A C T
SOFT SKILLS
I am a dedicated professional with a Master of Business Administration, specialising in Finance. Possessing a solid foundation in financial principles and strategies. With a passion for excellence and a commitment to continuous learning, I am eager to contribute towards dynamic organisation . P R O F I L E
2022-2024
Collaborative Contributor
Efficient Task Management
Analytical Thinker
Problem Solving
Tech Savvy
Clear Communication
TECHNICAL SKILLS
21-10-1995
DATE OF B I RTH
CERTIFICATION
Data Analytics Consulting
Virtual Internship
Financial Planning and
Wealth Management
CCC CERTIFICATE
https://www.linkedin.com/in/sh
ubham-shrivastav1721
INTERMEDIATE (Physics, Chemistry, Math)
Uttar Pradesh Board
HIGH SCHOOL (Science)
Uttar Pradesh Board
2010-2011
2008-2009