Experience

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  Tax2win

  • Jaipur, Rajasthan, India

  • Tax Associate

    • Jun 2023 - Aug 2023
    • Jaipur, Rajasthan, India

    - Reviewing Financial Records and income statements of the clients.- Consulting with Clients and responding to questions and concerns.- Maintaining accurate and up to date client records. - Develop and utilize spreadsheets, Databases and other computer applications.

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  NatWest Group

  • Gurugram, Haryana, India

  • Customer Support Operation Analyst

    • Feb 2019 - Mar 2022
    • Gurugram, Haryana, India

    -The job includes managing the bank accounts of the international clients and explain them about their charges and overdrafts so that they can manage their finances better which has helped in gaining international exposure.-During the last six months I got an opportunity to work with the applications team and understand how the applications process works and also got an opportunity to improve the process as well to make the client's experience better.

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  Bajaj Capital Ltd

  • New Delhi, Delhi, India

  • Summer Intern

    • May 2018 - Jul 2018
    • New Delhi, Delhi, India

    -Bajaj Capital provided an opportunity to learn more about Financial products and services available in market and what needs to be done while selection .-The program name was Wealth Management and provided a great opportunity to explore the market and nature of the investors .-Converted 12 clients out of 48 meetings conducted. 25% Conversion Rate.