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    Shilpee Chaursiya: Finance & Marketing - 2018-20

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    anshitasrivastava211
    Shilpee Chaursiya has experience as a Client Relationship Officer at Bajaj Capital Insurance Broking providing financial advice and as a Business Development Executive at Elite Investment Advisory Services attracting new clients and managing sales targets. She has an MBA from Babu Banarasi Das University and B.Com from DDU Gorakhpur University. Her experience also includes internships at HDFC Bank in finance and project work on financing SMEs and comparative study of mutual funds. She has achieved positions of responsibility organizing events and received certificates in financial modelling and valuation.

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    Shilpee Chaursiya: Finance & Marketing - 2018-20

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    anshitasrivastava211
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    Shilpee Chaursiya has experience as a Client Relationship Officer at Bajaj Capital Insurance Broking providing financial advice and as a Business Development Executive at Elite Investment Advisory Services attracting new clients and managing sales targets. She has an MBA from Babu Banarasi Das University and B.Com from DDU Gorakhpur University. Her experience also includes internships at HDFC Bank in finance and project work on financing SMEs and comparative study of mutual funds. She has achieved positions of responsibility organizing events and received certificates in financial modelling and valuation.

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    Shilpee Chaursiya has experience as a Client Relationship Officer at Bajaj Capital Insurance Broking providing financial advice and as a Business Development Executive at Elite Investment Advisory Services attracting new clients and managing sales targets. She has an MBA from Babu Banarasi Das University and B.Com from DDU Gorakhpur University. Her experience also includes internships at HDFC Bank in finance and project work on financing SMEs and comparative study of mutual funds. She has achieved positions of responsibility organizing events and received certificates in financial modelling and valuation.

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    5 views2 pages

    Shilpee Chaursiya: Finance & Marketing - 2018-20

    Uploaded by

    anshitasrivastava211
    Shilpee Chaursiya has experience as a Client Relationship Officer at Bajaj Capital Insurance Broking providing financial advice and as a Business Development Executive at Elite Investment Advisory Services attracting new clients and managing sales targets. She has an MBA from Babu Banarasi Das University and B.Com from DDU Gorakhpur University. Her experience also includes internships at HDFC Bank in finance and project work on financing SMEs and comparative study of mutual funds. She has achieved positions of responsibility organizing events and received certificates in financial modelling and valuation.

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    Download as docx, pdf, or txt
    of 2

    Shilpee Chaursiya

    Finance & Marketing | 2018-20


    Education
    Degree Board Institute Percentage Year
    MBA AKTU Babu Banarasi Das University 7.5 (SGPA) 2020
    B.Com D.D.U DDU Gorakhpur University 50% 2017
    Class XII U.P S.P.G.I Collage Deoria 70% 2014
    Class X U.P S Durga ji School Deoria 81.7% 2012
    EXPERIENCE

    Bajaj capital Insurance •Provide financial advice to Present


    Broking limited (Client client on retirement planning,
    Relationship Officer) education planning, wedding
    planning,and investing and
    protecting against risk.
    • Meeting with clients .
    • Complete financial needs
    analysis.
    • Utilising knowledge of tax
    investment strategies.
    • Encourage clients to invest
    in the future.

    • Over the sales process to attract new client .


    • Research and identify new market opportunity and manage Risk .
    Elite investment advisory • Ensuring efficient usage of leads and close deals on phone call and on virtual
    services conduction. Earlier
    (Business • Face to face client handling right from counseling to closing direct sales .
    Development executive) • Achieving daily ,weekly and monthly calling and conduction targets.

    • Loan sanctioning process at HDFC


    • Analyzing the Credit Monitoring Arrangement (CRM) data
    HDFC Bank • Analyzing the Annual Report of the borrower party
    (Finance Intern) 2019
    • Understood the customer requirement through the effective communication
    • Review credits documents of the loan application and other various addendum
    related to the loan application
    PROJECTS
     To study the chain of events of processing alone proposal from receiving the
    Financing the SME’sapplication from the borrower , doing credit rating of the borrower and the company, 2019
    Scope and analysis analyzing the financial statements, sanctioning to dispersment and the post sanction
    reviews
    Comparative Study • To study the financial returns of the mutual funds
    Between Mutual fund • Learning about mutual funds plans 2018
    SBI & HDFC Bank • To provide idea summary of the funds available in India
    Working capital • Amount of funds that a company require for financing its day to day
    management at HDFC operation Learning about mutual funds plans 2017
    bank • Working capital includes the current assets and current liabilities areas of
    the balance sheet
    POSITIONS OF RESPONSIBILITY
    Co-Head at college Fest
     Responsible for organizing quizzes and games, talks & case competitions 2020
    (UDGAM)

    EXTRA CURRICULAR ACHIEVEMENTS


    Attended Workshop • Attended workshop at IIM Lucknow on ‘Scope of Digital Marketing’ 2018
    • Attended workshop at Jaipuria on ‘Economy’
    • Secured 1st place in a College Fest UDGAM
    Art 2019
    • Secured 1st position in Poster making
    Sports – Kho -Kho  Secured 2nd place among 8+ college 2019
    CERTIFICATE

    Financial Modelling & • Completed a six weeks online training


    Valuation 2020
    • The training consisted of understanding Excel, Investment Decision Technique,
    Application of Decision Techniques, Financial Statement Analysis and Valuation
    Modules. 2019
    • Diploma in computer application (DCA) 2017
    • Course on computer concept(CCC)  Tally 2017
    Email:shilpee0317 @gmail.com | Address: Lucknow | Phone: 6306340535

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