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Surbhi K.

Surbhi k.

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location of Surbhi K.Gurgaon, Haryana, India
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  • Timeline

  • About me

    CBRE Land & Capital Markets | FMVA®| MBA Finance

  • Education

    • Institute of management and entrepreneurship development (bvdu), pune

      -
      Mba finance and marketing 9

      Activities and Societies: 1) Community Work for Entrepreneurship Development (CWED)- Interaction with micro-scale entrepreneurs like the street vendors selling groceries understanding their business-its strengths, weaknesses, opportunities & threats, providing methods to improve and upscale their businesses. 2) "Marketing tambola"-It involved quizzes, MCQs and impromptu advertisement description and recognition.

    • Guru nanak dev university, amritsar

      -
      Bachelor of commerce business administration and management, general

  • Experience

    • Multiple schools

      Jan 2015 - Jun 2017
      Teacher

    • Kotak mahindra bank

      Dec 2017 - Jan 2018
      Management trainee

      1) Privy League- CASA accounts, procedures, KYC procedures,Relationship Management, Portfolio Management and WealthManagement2) Calls and follow up for KYC processing3) Documentation check for opening CASA accounts4) Loans and Credibility check using FAT (Financial Analysis Tools) &CIBIL scores

    • Bajaj finserv

      Mar 2018 - Mar 2018
      Acquisition intern

      A week-long project during Gudi Padwa season that involved1) Lead generation & qualification 2) Customer engagement 3) Detailed discussions with customers regarding schemes4) KYC process of EMI eligible customers 5) Query & Problem resolution

    • Fabhotels

      May 2018 - Jul 2018
      B2b acquisition intern

      1) Acquisition and facilitating tie-ups of properties with Fabhotels2) Onboarding & Training of Travel Agents for Self Booking Tools.3) Quality check of hotels and website.4) Client Relationship Management.5) Lead generation & conversion.6) Business analytics & Digital marketing

    • Cbre

      Jul 2019 - now

      Land & Capital Markets

  • Licenses & Certifications

    • Real estate financial modeling

      Corporate finance institute® (cfi)

    • Financial modeling & valuation analyst (fmva) ®

      Corporate finance institute® (cfi)