Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Roles And Responsibilities
Languages
Timeline
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SHIVANI KIRTAN SHAH

Hamilton,WKO

Summary

I seek challenging opportunities where I can use my skills for the success of the organization.Experienced with managing high-stakes projects and ensuring client satisfaction. Utilizes analytical skills and strategic thinking to drive successful outcomes. Track record of effective teamwork and adaptability in dynamic environments.

Overview

7
7
years of professional experience

Work History

Senior Associate

SBI Life Insurance
01.2023 - 01.2024
  • Responsible to solve the customer’s day to day transaction problems
  • Working closely with the operations team to solve customers’ final payment and if payments due then help them to pay the premiums on time
  • Responsible to manage customers portfolio and guide them to invest money on the right shares as per the market prediction
  • Making the new customers by opening new stock exchange (DMATE) accounts

Senior Associate

Choice Equity Broking PVT Ltd
01.2021 - 01.2023
  • Responsible to call customers and guide them to buy a shares and do a investments.
  • Guide them and give suggestions them to clear the position or to hold the position in day to day trading market.
  • Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
  • Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.

Senior Associate

Jhaveri Securities
01.2017 - 01.2021
  • Responsible to call customers and guide them to buy a shares and do a investments.
  • Guide them and give suggestions them to clear the position or to hold the position in day to day trading market.
  • Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
  • Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
  • Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.

Education

Masters of Business and Administration - Finance

Parul University
Vadodara, Gujarat
01.2017

Bachelors of Business And Administration - Marketing and Finance

D.D.Nagda Haria College
Jamnagar, Gujarat
04.2015

Skills

  • Communication Skills
  • Teamwork
  • Finance
  • Financial statements expertise
  • Customer interaction
  • MS office

Hobbies and Interests

  • Meeting new people
  • Family
  • Friends
  • Gathering knowledge from internet sources
  • Listening to music
  • Cooking

Roles And Responsibilities

  • Responsible to solve the customer’s day to day transaction problems.
  • Working closely with the operations team to solve customers’ final payment and if payments due then help them to pay the premiums on time.
  • Responsible to manage customers portfolio and guide them to invest money on the right shares as per the market prediction.
  • Making the new customers by opening new stock exchange (DMATE) accounts.

Languages

Gujarati
Native or Bilingual
English
Limited Working

Timeline

Senior Associate

SBI Life Insurance
01.2023 - 01.2024

Senior Associate

Choice Equity Broking PVT Ltd
01.2021 - 01.2023

Senior Associate

Jhaveri Securities
01.2017 - 01.2021

Bachelors of Business And Administration - Marketing and Finance

D.D.Nagda Haria College

Masters of Business and Administration - Finance

Parul University
SHIVANI KIRTAN SHAH