Simran Bhatia

Experience

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  Kotak Mahindra Bank

  May 2015 - Jun 2015

  Summer Internship

  Interned with Kotak Mahindra Bank in their Financial Institutions Group division and liaised with key clients to develop long-term customer relationships

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  Deloitte India

  May 2020 - Jun 2020

  Transfer Pricing Intern

  Conducted risk assessment and ratio analysis of key financial metrics for a chemical industry-based client; ensured due diligence and pricing compliance to OECD guidelines

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  ERCGroup

  May 2020 - Jun 2020

  Finance Intern (Live Project)

  Developed a GTM Strategy for a new venture of the company; spearheaded the social media marketing strategy for existing products

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  White Owl

  Apr 2021 - Jan 2022

  Assistant Manager-Business Strategy & Finance

  Executed performance management, budget management and achieved cost reduction by optimum financial planning and analysis; enhanced operational efficiency by streamlining business processes; aided in market and competitor analysis for new market expansion; developed promotional strategies targetting channel partners resulting in a boost in sales

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  Intellect Design Arena Ltd

  Feb 2022 - now

  Presales Solutions Consultant (Global Transaction Banking)

  Presales support on consultative sales of Corporate Banking products under the Intellect suite to banks in India, Middle East and Africa region; managing RFP/RFIs and related documentation, engaging with customers for product demonstrations and proof of concept scenarios; utilizing the client interactions to cross-sell and upsell products and obtain new logos for the Intellect brand; creating user stories for clients; providing market relevant inputs for product roadmaps