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    Nisha Sundriyal: Personal Details

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    Nisha Sundriyal is seeking a career in portfolio management. She has a MBA in finance and relevant work experience. Her technical skills include advanced Excel, Microsoft Office, Tally, and software used for mutual funds. She is fluent in English and Hindi. Her past roles include portfolio management and an assistant manager partnership focused on mutual funds. She seeks to contribute to organizational goals using her knowledge and customer focus.

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    Nisha Sundriyal: Personal Details

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    nisha
    61 views2 pages
    Nisha Sundriyal is seeking a career in portfolio management. She has a MBA in finance and relevant work experience. Her technical skills include advanced Excel, Microsoft Office, Tally, and software used for mutual funds. She is fluent in English and Hindi. Her past roles include portfolio management and an assistant manager partnership focused on mutual funds. She seeks to contribute to organizational goals using her knowledge and customer focus.

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    NISHA CV

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    Nisha Sundriyal is seeking a career in portfolio management. She has a MBA in finance and relevant work experience. Her technical skills include advanced Excel, Microsoft Office, Tally, and software used for mutual funds. She is fluent in English and Hindi. Her past roles include portfolio management and an assistant manager partnership focused on mutual funds. She seeks to contribute to organizational goals using her knowledge and customer focus.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    61 views2 pages

    Nisha Sundriyal: Personal Details

    Uploaded by

    nisha
    Nisha Sundriyal is seeking a career in portfolio management. She has a MBA in finance and relevant work experience. Her technical skills include advanced Excel, Microsoft Office, Tally, and software used for mutual funds. She is fluent in English and Hindi. Her past roles include portfolio management and an assistant manager partnership focused on mutual funds. She seeks to contribute to organizational goals using her knowledge and customer focus.

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    Nisha Sundriyal

    Portolio Management
    : +91 9822580665 |  : [email protected]
    Personal Details:
    Nationality: Indian | DOB: 16th Jan. 1995 | Gender: Female | Marital status: Unmarried

    To obtain a long term career with an organization with a strong background in the field of Finance by learning
    and contributing it towards achieving organizational goals where my knowledge and skills can be used to add
    value to the operations through high priority on customer satisfaction, initiative and quality performance

    TECHNICAL SKILLS
     Advance Excel
     Microsoft Office
     Tally
     IFAST (For Mutual Funds)
     Investwell(ForMutual Funds)

    LANGUAGE SKILLS
     Fluent in English and Hindi.

    EDUCATION

    MBA( Finance) Pune University 68.57%


    B.Sc (PCM) DBS PG College 53.61%
    H.S.C CBSE 64.2%
    S.S.C CBSE 83.6%

    CAREER TRAJECTORY

    Organization Designation Duration


    1) Midas Wealth Advisory Pvt Ltd Portfolio Management October2017–
    December 2018

    2) FISDOM Assistant Manager Partnership January2019- Till Date

    KEY DELIVERABLES
    1|Page
    As an Portfolio Management in Midas Wealth Advisory Pvt. Ltd
     To process the new KYC forms of clients.
     To provide our client with a timely response to portfolio related inquiries.
     Use of Investwell to easily access the client information & maintain accurate records..
     Work on different software for investing viz., NSE, IFAST.

    As an Assistant Manager Partnership in FISDOM


     To meet all the Branch Managers of Oriental Bank of Commerce and make them understand our Mutual Fund
    Investment Application.
     To Make our Business work in Dehradun from Oriental Bank of Commerce
     Manage the Campaigns organized for Mutual Funds.

    EXTRA-CURRICULAR ACTIVITIES AND ACHIEVEMENTS

     Research Paper published in International conference “Managing Digital age”.


     Won Inter- class Panorama Competition.
     Won inter- class Business Research (customer satisfaction at central bank).
     Participated in Logo Identification Quiz.
     Participated in workshop conducted by IIT, Mumbai.
     Participated in “HR PARADIGM”
     Completed the “NISM:Series V A:Mutual Fund Distributor certification Examination.

    Declaration:
    I hereby declare that the personal information provided is genuine.

    Date:
    Place: Dehradun Nisha Sundriyal

    2|Page

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