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₹500/hr
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Classes offered by Pooja
  • Individual
The classes will be held
Taught subjects
  • Accounting
  • Economics
  • Finance
  • Marketing
  • Financial management
Levels
  • Primary School
  • Middle School
  • Class 10
  • Higher Secondary School
  • Class 12
  • Adult education
  • Undergraduate
  • Masters
  • Postgraduate Diploma

Engineer plu MBA in Finance with 6 years of Financial Industry Experience

Methodology

Engineer plus MBA in Finance have 6 years of working Experience, have all across Mathematical, Analytical and Financial Educational and Professional background. Now I would want to pass on my knowledge and expertise to students at Graduation and Junior college.

Background

Engineer plus MBA in Finance have 6 years of working Experience, have all across Mathematical, Analytical and Financial Educational and Professional background. Now I would want to pass on my knowledge and expertise to students at Graduation and Junior college.

Rates

Rate for online classes : ₹500/hr
Rate for 5 hours of classes : ₹2,000
Rate for 10 hours of classes : ₹4,000
Classes offered by Pooja
Individual
The classes will be held
at her home
at your home
Taught subjects
  • Accounting
  • Economics
  • Finance
  • Marketing
  • Financial management
Levels
  • Primary School
  • Middle School
  • Class 10
  • Higher Secondary School
  • Class 12
  • Adult education
  • Undergraduate
  • Masters
  • Postgraduate Diploma

Pooja's CV

Pooja Bhatia
Email: (concealed information)
+(concealed information)

Objective

Seeking growth opportunities, utilizing my knowledge and experience in the Industry.

Skills

• Solution Oriented and Result driven attitude.
• Exceptional verbal & written communications skills, Interpersonal and Presentation skills.

Work Experience
• HDFC Bank – Bombay, India – May 2014 till date

Designation – Imperia Relationship Manager
Job Role

• Building strong relationship with the Clients, Identifying new business opportunities to increase profitability and sustain customer base.
• Ensuring that the budget plan aligned with the client objectives and interests in order to exceed the client’s satisfaction.
• Investment advisor of HNI clients for their financial need based planning & asset allocation across Mutual Funds, Bonds, Domestic & Global Deposits, life insurance products.
• Acquisition of HNI NTB (New to Bank clients),to build bank’s CASA books.

• AXA Middle East – Dubai, UAE - June 2012 – January 2014

Designation – Insurance Advisor
Job Role
• Insurance Advisorfor Non-Life Insurance (Travel, Motor, Home).
• Ensuring the Audit compliance for Non Life Insurance related documents.
• Providing assistance to Commercial Partners (Banks and Brokers) for non life insurance.
• Undertaking the processing requirements of new & existing client’s portfolio management.

• HSBC Bank – Pune, India - December 2010 - April 2011

Designation – Advance Relationship Manager
Job Role
• Managingand advising High net worth customers for their portfolio and Financial Planning.
• Ensuring the quality of Portfolio with regular interval analysis and asset mix.
• Acquisition of HNI NTB (New to Bank clients),for the bank to build its CASA books.


Awards and Achievements:
• Promoted as Senior Manager in a span of 2 years with HDFC bank.
• Achieved Financial results- Managed Financial aspects of budget plan to ensure plan is met or exceeded in both growth and Profitability.
• Awarded with Silver awards twice for performance (Fy- 2016-2017)
• Awarded for maximum number of NTBs and Milestone achievement for Insurance (Fy 2014-2015)
• Awarded as Top performer in specialist team – AXA Insurance Middle East – Feb’2013
• Rewarded with Appreciation letter - winter internship at Forbes Marshall Private Limited – Oct’2010, for helping the company save Rs. 10 lakhs in bank charges.


Projects Undertaken:

Internship Assignments at Forbes Marshall Private Limited
• Working Capital Management:
1. Working capital Ratio Analysis
2. Receivable management
3. Cash Management
4. Working capital related assignments
• Bank Guarantee Commission Calculation:
Calculated Bank Guarantee commission as per terms given by the bank, which helped Forbes Marshall Private Limited, recover an amount of Rs 10 lakhs, that was over charged by Bank of Maharashtra.
• Reconciliations:
Reconciled TDS and Intercompany reconciliations to avoid company’s blockage of Funds.

Academic Qualifications

2008-2010- Post Graduate Diploma in Business Management -74.6%
Balaji Institute of Modern Management-Pune, India
• Specialized in Finance- Secured Highest Grade.
• Major Project- Working Capital Management, Internship with Forbes Marshal India Private Ltd -2 months.
• Shouldered responsibility of Academic Coordinator.

2003-2007- Bachelors of Engineering -72%
M.I.E.T.-Gondia, Nagpur University, India
• Specialized in Electronics and Communication- Consistently ranked among the top 5.
• Major Projects: Software Project –Audio CD player (compatible with C and C++ compiler)
Hardware Project-Heat Detector.
• Paper Presentation: Digital Image processing and Wi-Fi.

2001-2003- Higher Secondary Certification -67.66%
M.M. Junior College-Gondia,Pune Board, India

Certifications
• Certification in Mutual Fund Distribution by National Institute ofSecurities Markets.
• Certification in life Insurance by Insurance Institute of India.

Computer Skill Set:
• Tools: MS-Office
• Languages: C, VC++
• Operating Systems: Windows, Ms-DOS

Personal Details:
Date of Birth : 31st August 1985
Marital Status : Married

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