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
Relationship Officer)
client on retirement planning,
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