
Preeti Varshney
Executive Trainee

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About me
Senior Analyst
Education

IMS Ghaziabad
2014 - 2016Master of Business Administration (M.B.A.) Finance and Marketing 6.7 cgpa
St.Francis convent school
2010 - 201112th Business/Commerce, General 52.2%
St.Francis convent school
2008 - 2009High School 10th 55.6%
Invertis University
2011 - 2014Bachelor of Business Administration - BBA ManagementActivities and Societies: Acted as the coordinator in many of the events conducted by the University.
Experience
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Outlook Publishing (India) Pvt. Ltd.
May 2015 - Jul 2015Executive TraineeI 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 2019Assistant ManagerExperience 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 2020Assistant ManagerProcess 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 2022Senior associate service consultantUnderstand 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 2023Process DeveloperProcess 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 - nowSenior 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 VarshneySecured 1st in Fashion Show in Melange’14 held at Institute of Management Studies, Ghaziabad -
- Awarded to Preeti VarshneySecured 3rd position in Tattoo Making held at Invertis University, Bareilly -
Languages
- enEnglish
- hiHindi
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