GITIKA MOHAN
Result-oriented professional looking to make a winning career in Quality Assurance, Data Analysis, Operational Research & Digital Marketing with an organization of high repute
E-MAIL ******.*****@*****.***
MOBILE +91-798*******
Pune
PROFILE SUMMARY
A zealous & erudite PGPM professional offering an experience of 11 months with knowledge in Marketing & Wealth Management
Expertise in conducting qualitative & quantitative financial research, financial statement analysis and understanding financial models to evaluate historic information
Proficient in managing various operations involving in-process quality inspection & team building
Highly successful in impacting business growth & maximizing profits
Framed & delivered Wealth Management solutions for HNI clients, analyzed clients’ financial requirements and closely monitored their portfolio performance, thereby enhancing their returns on investments and sustaining & enhancing long-term wealth
People-friendly, collaborative, patient & approachable with strong interpersonal & convincing skills
Maintained high professional standards and strived to provide quality services and competitive pricing to clients
CORE COMPETENCIES
IT SKILLS
EDUCATION
PGPM from IBS Pune, ICFAI in 2018 with 5.5 CGPA
BCA from SICSR Pune, Symbiosis International University in 2014 with 67.8%
12th from St. Angel’s Senior Secondary School, Delhi with 57.6% in 2011
10th from St. Angel’s Senior Secondary School, Delhi with 70.6% in 2009
WORK EXPERIENCE
Nov’18-Apr’19 with ICICI Bank, Gurugram as Relationship Manager- Wealth
Key Result Areas:
Managed sales of Equity Based Investment products
Dealt with HNI & UHNI clients on a daily basis
Initiated contact with potential customers through network of references and through participation in various 3rd party events
Identified prospective NRI & domestic clients and generated business from new & existing accounts to achieve revenue targets
Monitored clients’ portfolio performance & conducted profitability analysis; informed clients about wealth-generating opportunities
Facilitated revenue growth by mobilizing fresh business, while complying to underwriting norms
Jun’18-Nov’18 with FirstCry.com, Pune as Marketing Executive
Key Result Areas:
Conceived & developed efficient and intuitive marketing strategies
Organized and monitored advertising/communication campaigns (E-mails, social media), and promotional events
Conducted market research and analysis to evaluate trends, brand awareness & competition ventures
INTERNSHIP
Completed 3 month internship at SHRS on “Building Value and Client Outreach” in HR
PERSONAL DETAILS
Date of Birth: 27th September 1993
Languages Known: English, Hindi, French, Marathi (beginner)
Permanent Address: A-313, Sagar Landmark Society, Near Nacin Ayodhya By-Pass Road, Bhopal, Madhya Pradesh
Risk Management
Portfolio Management
Marketing Operations
Team Player
Reporting/Dashboards
Financial Planning
Windows, Linux, DOS
PHP, XML, HTML, JavaScript, CSS
MS-Office
Sales force
Microsoft Access, SQL Server