Sakshi Tiwari

Experience

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  Dr. Gaur Hari Singhania Institute of Management & Research

  May 2020 - Jun 2020

  Student Intern

  Content scheduleding strategies and Impact of technology advancement on programming content the way forward for FM Stations based at Kanpur

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  Kanpur PLastipack Ltd.

  Oct 2020 - Dec 2020

  Intern

  • Assisted in Data extraction for 5000+ potential customers on Plastic Packaging Products.• Assisted in strategic sourcing of customers.• Performed descriptive analysis for potential customers to complete their demands.• Supported the team in day-to-day operations, such as invoice processing and expense management.

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  FinEdge

  Apr 2021 - Jul 2023

  Investment Manager

  • Helped clients to achieve 300+ Financial goals with help of Portfolio Management.• Acquired 50+ new clients and increased the revenue of company by 5%.• Represented the organization in front of 600+ clients by living and embodying the company's core values of client centricity and empathy.• Connected with 150+ Deactivate Clients to make them aware on financial planning & goals to help them to achieve goals which lead to increase company's revenue by 3%.• Helped valuable clients to achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.• Helped 600+ clients on their challenging journey towards long term wealth creation.• Manipulated investment portfolios of worth 20cr.+ and made people ready to meet their financial goals by following the financial planning process Skills Qualifications.• Acted as liaison between customers, channel partners, investors, and our financial institution/products.• Built the existing database, redesigned, and proposed new ideas so that more insights can be driven from the Analyzer as per customer needs.• Driven investment business by effectively pitching for new investment ideas and assist clients in the portfolio construction / review process to achieve their financial objectives as per their suitability and risk profile.• Evaluated potential investments basis current market conditions• Responsible for Justifying decisions (approvals/rejections) and report on them Show less

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  Schneider Electric

  Jul 2023 - Dec 2023

  Finance Executive

  • Responsible for Preparation, analysis, and communication of the monthly executive Business Unit pack review.• Providing meaningful insights and commentary to portray the financial outlook.• Providing financial analysis, coupled with business perspective to adequately communicate financial trends and variances to expected results. Provide metrics, ad hoc reports and dashboards that help steer business decisions.• Recommending strategic changes which will augment revenues, optimize costs, and drive portability.• Building effective relationships within the finance team as well as with the businessteam.• Worked cross-functionally and collaborate to gain knowledge and insights of finance related activities.• Maintained open communication with business partners to stay in front of activities with a financial impact.• Responsible for performing Monthly revenue forecasting exercise.• Responsible for Facilitating the annual budgeting cycle. Show less

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  IIFL Securities

  Jan 2024 - now

  Manager