SURBHI SEHGAL
addbp7@r.postjobfree.com
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