Abhijeet Group of

Companies Nagpur, IND June 2013 – Dec 2014

Achievements & Appreciation

Abhijeet Group of

Companies Nagpur, IND June 2012 - May 2013

Edelweiss Nagpur, IND Sep 2011 - Feb 2012

Achievements & Appreciation

TECHNICAL SKILLS Working Experience

Executive - Treasury Investments and Forex Operations

Investments - Investment of Surplus Funds for group Companies in Term Deposits, Mutual Funds, etc.

Devoted to buying and selling of interest bearing securities

Foreign Transactions - Various Operations in Availing & Filing Forward Contracts and Buyers Credit Maintained MIS of all Investments and Foreign Transactions and their Maturity and Due dates Compliances pertaining to KYC of the company(s) with banks and other financial institutions Fund Management - Maintained and managed bank accounts of the company Managed and supervised all aspects of cash/fund flow between the companies and vendors Reconciled bank accounts and other party accounts for accurate accounting and reporting SAP – Evaluated, implemented and managed cash management systems to optimize efficiency

Instrumental in forecasting daily cash requirements and executing daily financial decisions Optimized the releasing and holding of funds for crucial activities like salary, investments, etc. Appreciated for scheduling and ensuring timely Vendor Payments and other due payments Key contributor in negotiating for the lowest Quotes for various Operations like buyers credit

Reviewed and recommended changes in the in-house investments based on the market conditions

Management Trainee - Treasury Investments and Forex Operations

Investments - Managing and tracking all aspects of in-house investments

Participating in strategic investment planning activities Understanding and managing appropriate accounting procedures and processes

Maintaining liaison with banks and financial institutions Monitoring bank service fee and addressing quality issues

Relationship Manager - HNI Client Advisory Services

Responsible for Client Acquisition and Interaction for company’s Business Promotion

Compliance to KYC and AML requirements in all dealings with the existing and potential customers

Retailing of Edelweiss Products (Trading/Demat account); Cross selling of Mutual Funds and Insurance

Building and managing Rapport with the clients for optimum customer retention and income generation

Monitoring and addressing clients investment requirements

Successfully formulated outbound and inbound sales plan to acquire new customers

Executed trades and pushed business volumes through profitable transactions

Ensured client contestability at all times by updating the latest details in all the necessary systems

Efficiently regularized contact for all the mapped clients through weekly/monthly calls

Always resolved Queries of clients within the specified turn-around-time

SAP – Treasury Module, FICO Module Web Design – HTML, CSS Professional tools – MS Office, Banking portals for executing trades

DEGREE BOARD/UNIVERSITY SCHOOL/COLLEGE YEAR

MBA Nagpur University Raisoni Group of Institutions 2012

PGDCCA Nagpur University Raisoni Group of Institutions 2010

BCCA Nagpur University Raisoni Group of Institutions 2009

H.S.C. Maharashtra Board St. Joseph’s Convent 2006

S.S.C. CBSE Kendriya Vidhyalaya 2004

Languages Known: English, Hindi

Diploma in Aviation & Hospitality and Travel Management

Certification from ICM (Institute of Commercial Management) UK, through Frankfinn Institute of Airhostess Training, Nagpur, 2006

A vocational programme on Galileo India Training from Frankfinn Institute (FIAT), Nagpur, 2006

Market Research (Life Insurance) – Evaluated the present market scenario and their growth drivers in India using Research Design, different survey techniques and analysis. Conducted Secondary Data research, In-depth Interviews, Incept & Telephonic surveys. – MBA, 2011

Commercial Business Plan (IPL Website) - A breakthrough Intermediary model that provides full coverage of IPL Season-1 with Insights, News, Pictures, Schedule, Fixtures, Venues and Results. Incorporated design & development, Advertising & Revenue modeling and Operations. – PGDCCA, 2010

1st Prize winner of HR Games “Ranaangan” spanning through multiple field based sports, CBSIMR Nagpur, 2012

Chief Anchor in “R-Idea”, National level B-Plan and addressed the guest of honor, Mr. Chetan Bhagat, CBSIMR Nagpur, 2012

Anchor in various intra college events – Annual Day, Republic Day, Independence Day and college fests, GHRIIT, 2006-2012

Sponsorship Coordinator, member of organizing team of R-idea, National level B-Plan Competition, CBSIMR Nagpur, 2012

Coordinator of “Wockhathon”, an event initiated & sponsored by Wockhardt Hospital on the occasion of World heart day

Hello! I am Sneha, an MBA graduate and a Finance & IT professional.

I am an organized and result-oriented individual committed to perform with high level of attention to details, with the ability to work effectively in a fast paced environment. My goal is to use the best of my abilities to help me and the organization grow to the highest possible level and I am confident of being a key contributor in the progress of the organization.

I hereby declare that the information provided by me is true to best of my knowledge.

Sneha Kumari Place: Hyderabad Date: 28/08/2016

Management Intern Insurance (Life Insurance) Client Acquisition, Business Promotion and Retailing of all HDFC Life Insurance Products

Giving sound financial advisory services and customer support to the clients

Developing good relationship with the existing and prospective clients

Obtaining underwriting approval by completing applications for insurance coverage

Completing coverage by delivering policy and planning future follow-up visits

HDFC Standard Life Nagpur May 2011 - July 2011

PROFESSIONAL QUALIFICATIONS

DECLARATION

EXTRACURRICULAR ACTIVITIES

SUMMER INTERNSHIPS

ACADEMIC PROJECTS Raisoni Group of Institutions

Specialties

SKILLS

Knowledge

Investment Management

Fund Management

Risk Management

Forex Operations

Market Research Finance Management Business Administration Money Market HTML & CSS

PROFILE