Shruti Ghiya
Werdegang
Berufserfahrung von Shruti Ghiya
- 1 Jahr und 8 Monate, Mai 2008 - Dez. 2009
Manager : Finance and Marketing
Atulit Chemicals Products Private Ltd.
•Analysed target market and potential clients creating new business opportunities •Built competitive intelligence and market knowledge on customers •Advised, drafted and implemented sales policies to streamline sales processes •Facilitated operational functions to support sales •Accomplished follow up of order execution and sales activity to expedite sales cycle •Assisted in winning pending litigation cases contributing to cash inflows •Implemented compliance norms
- 2 Jahre und 2 Monate, März 2006 - Apr. 2008
Executive
HDFC Asset Management Company Ltd.
-Investment and Portfolio advisory for Individual and Corporate clients -Conducted mutual fund trainings -Developing actionable strategies to fulfil monetary goals -Handled back office operations to support and increase sales -Assisted in implementation of Prevention of Money Laundering Act, 2002 to ensure controls against money laundering and terrorist financing -Implemented KYC (Know Your Customer) Compliance for the client as per the rules set by SEBI (Securities and Exchange Board of India) leading
Ausbildung von Shruti Ghiya
- 1 Jahr und 6 Monate, Jan. 2008 - Juni 2009
Financial Planning
Financial Planning Standards Board (FPSB) Certification
Certified Financial Planning - CFPCM (Recognised in 23 countries worldwide) (Completed all modules) • Financial Planning • Risk Management & Insurance Planning • Retirement Planning & Employee Benefit • Investment Planning • Tax and Estate Planning
- 1 Jahr und 7 Monate, Juli 2004 - Jan. 2006
Masters in Business Administration (MBA)
Institute for Technology and Management (ITM)
Dual Specialisation - Marketing and Finance
Sprachen
Englisch
C2 (Verhandlungssicher / Muttersprachlich)
Französisch
A1-A2 (Grundkenntnisse)
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