Preeti Varshney

Preeti Varshney

Executive Trainee

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location of Preeti VarshneyThane, Maharashtra, India

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  • Timeline

  • About me

    Senior Analyst

  • Education

    • IMS Ghaziabad

      2014 - 2016
      Master of Business Administration (M.B.A.) Finance and Marketing 6.7 cgpa
    • St.Francis convent school

      2010 - 2011
      12th Business/Commerce, General 52.2%
    • St.Francis convent school

      2008 - 2009
      High School 10th 55.6%
    • Invertis University

      2011 - 2014
      Bachelor of Business Administration - BBA Management

      Activities and Societies: Acted as the coordinator in many of the events conducted by the University.

  • Experience

    • Outlook Publishing (India) Pvt. Ltd.

      May 2015 - Jul 2015
      Executive Trainee

      I had done summer internship with Outlook Group of India for 2 months as an executive trainee.Responsibilty are to sale the subcription of magazines and solve the problems of the clients.

    • HDFC Bnak

      Jun 2017 - May 2019
      Assistant Manager

      Experience of retail banking and interacting with high profile customers.Familiar with banking products offered by large banksProfound knowledge of bank operations and productsRemarkable ability to maintain all Bank information confidential.Ability to manage time and pressure effectively to insure no loss of efficiency.

    • Kotak Mahindra Bank

      Jul 2019 - Feb 2020
      Assistant Manager

      Process standard teller transactions for customers including servicing client accounts, accepting loan payments, managing safe deposit boxes, balancing cash drawers, correcting discrepancies, and organizing stock.Handled customer service by dealing with complaints and answering customer questions.Maintained positive customer relationships by responding quickly to customer inquiries.

    • Policybazaar.com

      Sept 2021 - Dec 2022
      Senior associate service consultant

      Understand the customer requirements, respond to client questions and concerns in a timely mannerPerformed underwriting for all the life insurance applications for the term and Evaluate financial records, and statements, collecting background information and assessment of risk.Reaching productivity that meets job standards, while working with speed and accuracy.Recognized as the star of the month for impeccable and excellence

    • Genpact India Private Limited Delhi

      Dec 2022 - May 2023
      Process Developer

      Process transactions for Property and casualty of Travelers Canada.● Responsible for Endorsement, Processing, Coding and issuance of policy.● Responsible for handling varied volumes of workloads and to reach targetsand deadlines on a timely basis.● Creating submission of the policy adding all the basic endorsement details tothe policy and making changes.

    • Marsh McLennan

      Mar 2024 - now
      Senior Analyst
  • Licenses & Certifications

    • Acted as Business Plan Co-ordinate in Lakshya’13(The Academic Fest) at Invertis University

    • Attended The International Food and Agri-Business summit at IIM Ahmedabad.

    • Certificate of proficiency in IT Fundamentals & Microsoft Office 2007 of 60 Hours under NIIT

    • One Day Orientation Program for Students Development, conducted by GHRDC.

  • Honors & Awards

    • Awarded to Preeti Varshney
      Secured 1st in Fashion Show in Melange’14 held at Institute of Management Studies, Ghaziabad -
    • Awarded to Preeti Varshney
      Secured 3rd position in Tattoo Making held at Invertis University, Bareilly -