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Sakshi Khemka

Sakshi Khemka

Followers of Sakshi Khemka245 followers
location of Sakshi KhemkaAmritsar, Punjab, India

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  • Timeline

  • About me

    Assistant manager

  • Education

    • SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

      2017 - 2019
      Post Graduation Diploma Banking and Finance

    • RBGI - Rayat Bahra Group of Institutes

      2013 - 2016
      Bachelor of Business Administration - BBA Finance and Financial Management Services

      Activities and Societies: Member of Student Organizing Committee

    • UpGrad.com

      2022 - 2023
      Advance Certificate in Digital marketing and communication Marketing Analytics and Brand communication

      Digital Marketing Channels | Social Media Marketing | Search Engine Optimization |Display Marketing | Email Marketing | Web AnalyticsMarketing Identification and Collection | Data Integration | Predictive analysisBuilding brand identity and image | Brand Engagement | Branding for international markets | Marketing Communications

  • Experience

    • Motilal Oswal Financial Services Ltd

      Feb 2018 - Jan 2021

      Contributed to generate 8x of productivity primarily through advising clients on their portfolioDirecting minimum of 300 clients of branch with value greater than 3 lakh and groth in portfolio Provided recommendations on mutual funds, IPO's, NFO's and other financial instruments on daily basisAssisted clients in trading (equity, forex and derivatives)

      • Senior Executive

        May 2020 - Jan 2021

      • Executive

        Feb 2018 - Apr 2020

    • ADITYA BIRLA MONEY LTD

      Jan 2021 - Jun 2021
      Assistant Manager

      Developed and maintain long term relationship with customers to maintain high level of retention Headed customer acquisition and help them with trading and investments to earn profits

    • Kotak Securities

      Jul 2021 - Jan 2023
      Deputy Manager

      Managing over 100 accounts by providing one-on-one interaction and discussing financial product and investment optionsDevised and executes 1-2 training and engagement for partners and other product knowledge in timely manner

    • Nuvama Wealth

      Jan 2023 - Jul 2023
      Assistant Manager

      Offer comprehensive solutions based on financial planning done with the clientAssisted in sales process and maintain 100% customer interactions on internal CRM on daily basisDeliver the required revenue number targets along with 20% customer acquisition every month

    • JM Financial Ltd

      Aug 2023 - now
      Senior Associate

  • Licenses & Certifications

    • POST GRADUATE DIPLOMA IN APPLIED FINANCE AND ACCOUNTS

      NIIT Limited
      Nov 2017

    • NISM-SERIES-1: Currency Derivatives Certification

      National Institute of Securities Markets (NISM)
      Jul 2018

    • Google Digital Garage: Fundamentals of Digital Marketing

      Google
      May 2023

    • NISM-SERIES-8: Equity Derivatives Examination

      National Institute of Securities Markets (NISM)
      Aug 2018

    • NISM-SERIES-5A: Mutual Fund Distribution Certifications

      National Institute of Securities Markets (NISM)
      Mar 2018

    • INTRODUCTION TO GOODS AND SERVICES TAX

      NIIT Limited
      Nov 2017

  • Honors & Awards

    • Awarded to Sakshi Khemka
      Best Caller Metamorphosis Training for Q1 (2020) MOTILAL OSWAL FINANCIAL SERIVES LTD. Jun 2020 House sales/Query handlingFocused on objection handlingUnderstanding Client's need Financial PlanningClient ProfilingSoft skills
    • Awarded to Sakshi Khemka
      BEST ADVISOR- CURRENCY DERIVATIVES MOTILAL OSWAL FINANCIAL SERIVES LTD. Mar 2019
    • Awarded to Sakshi Khemka
      BEST ADVISOR OF THE MONTH MOTILAL OSWAL FINANCIAL SERIVES LTD. Oct 2018
    • Awarded to Sakshi Khemka
      TOP PERFORMER Q2 2018 MOTILAL OSWAL FINANCIAL SERIVES LTD. Sep 2018 Overall performance w.r.tProductivityBusiness processKnowledgeCustomer Service
    • Awarded to Sakshi Khemka
      BEST ADVISOR- CURRENCY DERIVATIVES MOTILAL OSWAL FINANCIAL SERIVES LTD. Aug 2018 Performance Parameters w.r.t.Business ProcessClient Activation Productivity