Meenakshi Sharma

Experience

• 

  Bank of Baroda

  May 2021 - Jul 2021

  Summer Intern

  *Provided support in the onboarding of high-net-worth individuals introduced by the relationship manager by integrating client data into the system with 100% accuracy, ensuring a seamless transition and enhancing the client experience.*Contributed to business growth and client engagement by actively promoting bank products, and generating over 20 new leads through strategic customer engagement and relationship building efforts.*Assisted in account openings, closures, loan applications, and financial decision-making for more than 10 clients, demonstrating due diligence and commitment to customer service excellence.*Strengthened relationships with over 20 customers through consistent follow-up and personalized rapport-building strategies, significantly boosting client retention.*Creating awareness about bank’s products and Lead Generation were the prime focus of the internship. Show less

• 

  Goldman Sachs

  May 2023 - Nov 2023

  Analyst

  *Managed third-party entitlements onleading platforms such as S&P Capital IQ,Bloomberg, VisibleAlpha, FactSet, andReuters ensuring efficient and compliantdata access.*Developed an optimized verification process,executing detailed audits of profiles andcompany verification, ensuring 100%authenticity of all incoming requests.*Showed proficiency in fostering teamworkthrough collaborative projects with the salesdepartment, resulting in exceptional clientservice.*Played a key role in improving the teamefficiency by creating a daily routineworksheets, enabling the effective handlingof research access requests.*Managed the subscriptions and permissionsfor clients including both MiFID and non-MiFID entities to access GIR research,optimizing access levels, and ensured 100%compliance with regulatory standards. Show less