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Anukriti Tiwari
Looking for a jobExecutive – Operations
Finance graduate who analyzed 15+ company balance sheets and researched mutual funds at Interlink Capital Advisors Pvt. Ltd.
IndiaExecutive – Operations at Startek
About
At Interlink Capital Advisors Pvt. Ltd., I analyzed balance sheets of 15+ companies to assess financial health, leverage, and capital structure in support of investment recommendations. I also compared mutual fund performance across categories and verified shipping bills through the ICEGATE portal for trade and compliance checks.
As an Executive – Operations at Startek, I handled customer queries through calls and live chat, updated records using CRM tools and Microsoft Excel, and performed routine data verification and quality checks. I hold a PGDM in Finance and the NISM Series V-A certification, and I'm seeking an opportunity to contribute to a financial services or operations team.
Experience
Executive – Operations
Handled customer queries through inbound calls and live chat, providing timely assistance and effective issue resolution. Maintained and updated customer data in Microsoft Excel, ensuring data accuracy and consistency.
Customer ServiceCRMExcelData VerificationQuality ChecksSOPsDocumentation
Research and Financial Planning Intern
Verified shipping bills via the ICEGATE portal for trade and compliance checks, maintaining accurate documentation. Analyzed balance sheets of 15+ companies to evaluate financial health and leverage, and compared mutual fund performance across categories.
Financial Statement AnalysisRatio AnalysisMutual Fund ResearchICEGATEDocumentation
Education
Pune Institute of Business Management
Pursuing a Post Graduate Diploma in Management with a specialization in Finance.
NIELIT
Completed O Level certification from NIELIT.
NIELIT
Completed CCC certification from NIELIT.
Har Sahai Mahavidyalaya College, Kanpur (CSJM University)
Completed Bachelor of Commerce degree.
NISM
Certification in mutual fund distribution.