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Saba Malik

Saba Malik

Finance Intern

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location of Saba MalikCanada

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  • Timeline

  • About me

    Financial Services Professional with Expertise in Sales, Customer Services, Portfolio Management, Business Development, Administration and Project Leadership

  • Education

    • Kumaun University, Nainital

      2012 - 2015
      Bachelor of Commerce - BCom(Hons.) Accounting and Finance

    • Amity University

      2015 - 2017
      Master of Business Administration (MBA) Finance, Marketing & General

      Activities and Societies: Chess

  • Experience

    • SMC Global Securities Ltd.

      May 2016 - Jul 2016
      Finance Intern

    • HDFC AMC

      Jun 2017 - Aug 2023

      Data-Driven Investment Insights:Analyzed mutual fund scheme data to anticipate market trends and guide informed investment decisions.Result: Enhanced fund performance and investor confidence through proactive strategies.Empowering Financial Literacy:Conducted Investor Awareness Programs (IAP) to educate individuals about financial principles and investment options.Result: Elevated financial literacy, leading to increased investment interest and community financial well-being.Market Insight Dissemination:Shared insights on economic and financial updates, guiding clients and stakeholders in informed decision-making.Result: Strengthened relationships, demonstrated thought leadership, and inspired confidence in investment strategies.Customer Service Excellence & Compliance:Maintained exceptional customer service and stringent regulatory compliance by streamlining processes and conducting audits.Result: High customer satisfaction, minimized compliance risks, and positive audit reports.Strategic Portfolio Collaboration:Collaborated closely with portfolio managers to align investment strategies with market dynamics.Result: Improved portfolio performance, refined strategies, and enhanced collaboration.AUM Growth & Partner Liaison:Strengthened AUM by fostering relationships with Distributors, National Distributors, banks, and institutions.Result: Increased AUM, solidified partnerships, and contributed to market leadership.Actionable Data Insights Delivery:Created MIS reports and dashboards for translating complex data into actionable insights.Result: Empowered leadership with data-driven strategies, positively impacting business outcomes.Exceptional Service Coordination:Ensured outstanding service quality through streamlined communication and close monitoring.Result: Minimized service disruptions, elevated client satisfaction, and operational excellence. Show less

      • Financial Services Manager

        Apr 2022 - Aug 2023

      • Assistant Manager

        Jun 2018 - Mar 2022

      • Management Trainee

        Jun 2017 - Jun 2018

    • CURO Financial Technologies Corp

      Nov 2023 - May 2024
      Financial Services Representative

      customer service, Audit, collection, loans, cash handling, Financial Services, compliance, digital platform, inbound & outbound phone skill, maintaining store debt level.

  • Licenses & Certifications

    • Foundation of project management

      Coursera
      Jul 2023
      View certificate certificate

    • NISM XB

      National Institute of Securities Markets (NISM)
      May 2018

    • NISM VA

      National Institute of Securities Markets (NISM)
      Feb 2023

    • NISM XA

      National Institute of Securities Markets (NISM)
      May 2017

    • Investment Foundations Certificate

      CFA Institute
      Aug 2021