1. NIKITA AGARWAL
Phone: +66 970781050
E-Mail: nikitaxissfinance@gmail.com
Budding Finance professional, targeting assignments in Finance, Marketing & Business Development with a reputed
organization
Post Graduate Diploma in Finance Management from Xavier Institute of Social Service, Ranchi with 3.5 years of
experience in supporting the CRM function in being the single point of contact for coordinating client trainings,
providing assistance in acquisition of new clients and Business Development , cross selling to existing clients and
handling all customer queries
Capable of executing business plans with a view to penetrate new Projects & expand existing ones in close
coordination with cross-functional teams
Proficiency in monitoring various operations and maintaining customer relationships through the provision of
quality service
A keen communicator with strong problem-solving, analytical and organizational skills
14th Sept’15 till 2nd Nov’16: National Stock Exchange of India Ltd as Assistant Manager-Customer Relationship
Management
Key Result Areas:
Working towards addressing existing as well as upcoming bottlenecks (E.g. Technological gaps, product gaps or
process gaps) by providing additional support and handling operational details to enhance customer satisfaction
Meeting prescribed number of authorized personnel and representatives to ensure Sales targets are met
Coordinating, supporting and assisting with setting up road shows, seminars and presentations for disseminating
information to relevant customers and creating investment awareness
Tracking, monitoring and escalating client issues in a timely manner to enhance customer experience, Coordinating
with internal departments to provide suitable responses to client queries
Coordinating client training requests and forwarding to marketing department for delivery purposes, offering
training wherever needed to improve product /service experience
6th May’13 till 10th Sept’15: HDFC Asset Management Company Ltd as Executive-Sales & Distribution
Key Result Areas:
Developing and enhancing the penetration of channel through Banks (HDFC,Axis,Indusind,Yes,DCB,IDBI,Kotak) &
National Distributors (HDFC Securities & ICICI Securities) in order to increase the share and footprint of business
Communicating offerings to key decision makers and stakeholders of Distribution Channel.
Striving to achieve targets and maintain dominant Market Share.
Conducting promotional activities and events including presentations, Seminars and trainings regarding the products
DEGREE UNIVERSITY/BOARD YEAR SCORE
PGDM-Finance Xavier Institute of Social Service, Ranchi 2013 76.12%
BSc (Vocational)-CAPP St.Xavier’sCollege,Ranchi 2011 86.1%
Class-XII DAV Centenary Public School,Khunti 2008 91.8%
Class-X DAV Centenary Public School,Khunti 2006 93.4%
A C A D E M I C D E T A I L S
E M P L O Y M E N T D E T A I L S
P R O F I L E S U M M A R Y
2. Project Title: Comparative Analysis of Non-Performing Assets
Organization: Punjab National Bank, Ranchi
Period: Apr’12 –June’12
Description: It aimed at the study of Non-Performing Assets. It also included the activities engaged especially
in recovering NPAs
A C C O L A D E S
NSE Certified Market Professional
Awarded with CERTIFICATE OF ACHEIVEMENT by DAV COLLEGE MANAGING COMMITEE, NEW DELHI for being the School
Topper in Class X and XII.
Acknowledged as the top 0.1 % successful candidates of AISSE-2006 in Social Science.
Received 1st prize in debate competition at Youth Festival organised at DAV Public School, Bistupur
I T S K I L L
Certified as Diploma in Computer Application by LCC Infotech Ltd,Kolkata
Well versed with MS Office (MS Excel, MS Word & MS PowerPoint)
E X T R A C U R R I C U L A R A C T I V I T I E S
Experience of more than 7 years as a part time tutor for Higher Secondary Education for subjects like Mathematics and
Science.
Served as the School Head Girl and organised various events.
Won various prizes in Sports and Competitions organised at School and College Level.
P E R S O N A L D E T A I L S
Date of Birth: 10th Feb 1991
Languages Known: English & Hindi
Interests: Writing & Travelling
Address: Flat No 3D,78 NL Residence,Sukhumvit Soi 21,Wattana-11010
I N T E R N S H IP