Surbhi Maheshwari is an MBA graduate with over 2 years of experience in finance and customer relationship management. She has strong communication, analytical, and Microsoft Excel skills. Her previous roles include positions at Cognizant Technology Solutions as a Process Executive and at Kotak Asset Management as an intern where she analyzed funds and sold mutual funds. She is seeking new opportunities in business development, marketing, or client services.

1. SURBHI MAHESHWARI MBA (Finance)
+919860700903
maheshwari.surbhi0@gmail.com
Summary:
A personable motivated and result-driven business professional with strong educational
performance. Possesses a strong sense of responsibility, an enterprising sprit and
committed to delivering a high level of service with a focus on building client relations and
strategic audience development with continually striving to achieve improved business
performance.
Key Skills and Expertise:
Good Communication Skills.
Experienced in Customer relationship management.
Proficient in handling MS- excel.
A team player, with ability to deliver results under tight deadlines.
Excellent in Analytics and Internet Research.
Experienced in B2B and B2C marketing.
Work Experience:
1) Cognizant Technology Solution. Pune
Tenure: 20/08/2015 to 12/2/2016
Job Title: Process Executive
Job Profile:
 Maintain daily, monthly tracker.
 Maintain excel sheets.
 Working with UBS (client) under APAC BCM team.
 Client servicing (Singapore).
 Maintaining reports.
 Updating reports.
Project Title: Business Continuity
2) Kotak Asset Management Co. Pune (MBA Internship)
Duration: 2 month (June- July 2014)
Project Title: Fundamental Analysis of Kotak Mahindra Asset Management
Company Ltd (with reference to mutual funds)
Job Profile:
 Coordinating between clients and company.
 Maintaining and analyzing database of client.
 Sales of mutual fund.

2. 3) Academy of financial training. Pune
Tenure: 8/11/20011 to 28/04/2012
Job Title: Administrative executive
Job Profile
 Networking with Corporate Clients.
 Maintain ‘Customer Loyalty’ and increase references.
 Deals with the students and colleges.
Achievements: Recognized as Best Performer ‘Business Development Executive’.
Education:
MBA Indira Institute of
Management
Pune
University
2013-2015 A 68%
(Finance)
BBM (IB) Mitsom College, Pune Pune
University
2010-2013 72.5 %
HSC Emerald Heights
International School Indore
CBSE 2008-2010 67.5%
SSC People’s Public School
Bhopal
CBSE 2008 50.3%
Extra Curricular Activities:
• Worked as marketing, admin profile for software application (2014-15)
• Was associated with an NGO called Divya Deep (2015)
• Part of ‘Curious event’ held at National level (2014)
• Event Head at Indian Student Parliament (2011)
• Played basket ball at District level (2010)
• Winner of state level art completion (2008)
Personal Information :
Current Address: Vanaz Corner, Kothrud , Pune .
Permanent Address: Bankhede, Hoshangabad, Madhya Pradesh.
Language Known: English, Hindi.
Date of Birth: 10/11/1991
Marital Status: Single
Contact Details: 9860700903
Email: maheshwari.surbhi0@gmail.com
P.S.: References are available on request.