
Puneet Gupta

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About me
Management Student | NISM Certified ( Series VIII ) | Financial Market Enthusiast | Financial Modelling | Fund accounting | ex-Strategic Alliance Intern - 360Tf | ex- Sales Intern - Mantra Properties | ex- Iffco Kisan
Education

University of Rajasthan
2017 - 2020Bachelor of Commerce - BCom Commerce 1 division
Pune Institute of Business Management
2022 - 2024Master of Business Administration - PGDM Accounting and Finance
Careers India Jobs
2014 - 201710+2 Commerce 89.20 %
Experience

Modi agarwal &co
Mar 2019 - Apr 2020As an accountant my job was to accessing, managing and upgrading the tally software I worked on application named as “INDIAN FESTIVALS “ and in it i was supposed to manage the stock and orders comes on the application .
Accountant
Mar 2019 - Apr 2020Application System Manager
Mar 2019 - Apr 2020

IFFCO Kisan Suvidha Limited
Mar 2021 - Jan 2022Customer Service RepresentativeAs an customer support executive, My job was to analyse and then register the complain which comes under Consumer protection ACT.

Mantra Properties and Developers
Dec 2022 - Jan 2023Management Trainee* Dealing with clients directly : Sales Pitch , Model demonstration ,Floor plans ,sample flat explanation cost sheet explanation , negotiation , follow ups.* Handled the responsibility of GRE : Filled KYC of the clients , AV room operations.* Marketing for the new project , Tower launch , Genrated Token amounts (EOI), Warm clients.* Worked with ICP to source clients for visit and Tele calling to the clients .

360tf
Jun 2023 - Jul 2023Strategic Alliances InternResearch and generate lists of potential customers• Create and Provide input on customer briefs, presentations, and sales literature• Help develop client relationships and retain existing accounts• Assist in evaluating new sponsorship opportunities• Learn and apply sales techniques• Maintain sales records• Conduct Demos on regular basisCustomer support:• Extend support to clients during the onboarding process.•Regular calls to existing clients to proactively service them and attend to their needs.• Address any queries of clients relating to transaction processing by internally coordinating with the relevant departments and calling back the client with resolution.• Systematic documentation of customer logs, turn-around time, complaint resolution, etc. Show less
Licenses & Certifications

Completed training on Consumer protection Act and consumer welfare
Indian Institute of Public AdministrationAug 2021.webp)
NISM Series VIII : Equity Derivatives from National Institute of Securities Markets (NISM)!
National Institute of Securities Markets (NISM)May 2023
Microsoft Excel - Excel from Beginner to Advanced
UdemyMay 2023
Citco Funds Module
The Citco Group LimitedSept 2023- View certificate
.webp)
Corporate Finance Fundamentals
Corporate Finance Institute® (CFI)Jun 2023 
International business
NPTELMay 2024- View certificate
.webp)
Accounting Fundamentals
Corporate Finance Institute® (CFI)Jun 2023
Languages
- enEnglish
- hiHindi
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