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Financial Analyst Life Insurance

Location:
Sector 28D, Chandigarh capital region, India
Salary:
20000
Posted:
May 19, 2020

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Resume:

SURBHI SEHGAL

addbp7@r.postjobfree.com

798-***-****

www.linkedin.com/in/surbhi-

sehgal-38797081/

OBJECTIVE

To work for an organization

which provides me the

opportunity to improve my skills

and knowledge to grow along

with the organization objective.

TECHNICAL SKILLS &

CERTIFICATIONS

FINANCIAL ANALYST

TALLY ERP 9

NISM 5A

MS – EXCEL

MS – POWERPOINT

MS – WORD

EXPERIENCE

PERSONAL BANKER – HDB FINANCIAL SERVICES

21st July 2018 – 19th February 2020

Advise customers on bank services for their needs (e.g. loans and credit cards).

Manage customer bank accounts; open, close and

oversee transactions.

Resolve issues with banking services and accounts.

Refer clients to in house financial experts, as needed.

Reach out to potential customers to generate new business.

Present financial products and services to existing and prospective customers.

EDUCATION

MBA – FINANCE & MARKETING, 2018

AMITY UNIVERSITY

BBA, 2015

KURUKSHETRA UNIVERSITY

CS – FOUNDATION, 2012-2013

INSTITUTE OF COMPANY SECRETERIES OF INDIA

PROJECTS UNDERTAKEN

BRITTANIA - Lead the Brand Go-to-Market strategy in the Store

RELIGARE SECURITIES - Comparative study of

Investor’s perception towards Product and services offered by Religare securities ltd. & other market players. HOBBIES & INTERESTS

Playing Cricket

Organising Events

Listening Songs

LANGUAGES

ENGLISH

HINDI

PUNJABI

SPECIAL ACHIEVEMENTS

Awarded Best Performer by HDFC Life Insurance.

Awarded highest contributor in General Insurance by HDFC Bank.

Awarded highest monthly target achiever by HDFC

Ergo.

Special Appreciation by HDFC Life.

Awarded outstanding performance by TATA AIA.

PERSONAL DETAILS

Date of Birth – 21st August 1995

Gender – Female

Marital Status – Unmarried

Address – C 203, Hermitage Park, Dhakoli, Zirakpur



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