Shilpee CV

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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

 Over the sales process to attract new client .


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

 Loan sanctioning process at HDFC


 Analyzing the Credit Monitoring Arrangement (CRM) data
HDFC Bank  Analyzing the Annual Report of the borrower party
2019
(Finance Intern)  Understood the customer requirement through the effective communication
 Review credits documents of the loan application and other various
addendumrelated to the loan application
PROJECTS
 To study the chain of events of processing alone proposal from receiving the
Financing the SME’s Scope application from the borrower , doing credit rating of the borrower and the
2019
and analysis company, 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 operation
management at HDFC 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 at IIM Lucknow on ‘Scope of Digital Marketing’ 2018
Attended Workshop
 Attended workshop at Jaipuria on ‘Economy’
 Secured 1 place in a College Fest UDGAM
st
Art 2019
 Secured 1 position in Poster making
st

Sports – Kho -Kho  Secured 2 place among 8+ college 2019


nd

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

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