Nilofer Shaikh

Counselor

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Hyderabad, Telangana, India

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Timeline
About me
Quality & Audit Analyst BPEX at Motilal Oswal Financial Services Ltd
Education
- Bunts Sanghas S M Shetty College of Science Commerce and Management Studies
  2013 - 2015
  Bachelor's degree Accounting and Finance
- IBS Mumbai
  2019 - 2021
  Master of Business Administration - MBA Finance, General
  Activities and Societies: Volunteered for many events that took place in IBS as a part of student union. * Majors were Finance and Management which included every aspect of it.* Key modules were Financial Management, Marketing Management, Economics and Business Analytics for first year.* Key modules for second year were Security analysis, Financial statement analysis, Project Appraisal.
Experience
- Toppr
  May 2016 - Dec 2016
  Counselor
   Educating the customers regarding the application and its benefits Scheduling the meeting of client with our representative Meet the daily goals
- Rubique
  Jan 2017 - Aug 2017
  Business Development Executive
   Acquisition and Activation of Business Associates. Dealing with the Business Associates regarding the queries, problems and pay-out Reporting the Channel Head about the status of the Business Associates. Keeping track of business from Business Associates.
- HDFC ERGO General Insurance
  Sept 2017 - Oct 2018
  Sales Executive
   Educate the customers regarding the products and services of HDFC Ergo Retrieve Customer Information Respond to the customer’s concern and queries.  Provide inbound call assistance Achieved monthly targets
- Talent Corner HR Services Pvt Ltd
  Feb 2020 - May 2020
  Financial Analyst
  * Handled the global reporting tool (upload retrieve, analyse company performance and profitability)* Monitoring business variances, identifying trends and providing meaningful solutions, insight and actions which can add value for business.* Analysis of Primary and Secondary Data.
- Fintoo
  Dec 2020 - Sept 2021
  Wealth Advisor
  * Provide professional and customized support to HNI and UHNI with the ultimate objective of helping them with the growth of their personal wealth in a tax-efficient manner.* Advise clients on different asset classes suiting the macroeconomic scenario and portfolio horizon.* Creating unique financial solutions for Goal Fulfilment and retirement corpus creation
- Motilal Oswal Financial Services Ltd
  Jul 2022 - now
  Quality & Audit Analyst BPEX
  • Ensure that advisors are adhering to company’s defined quality & productivity standards.• Develop Quality assurance plans, sampling methodologies, monitoring procedure, feedbacks, coaching methodologies in accordance with Standard Operating Procedure.• Monitor Team productivity and adherence to laid down SOP’s with emphasis on accuracy & deliverables• Prepare Quality Reports by collecting, analyzing & summarizing the information and trends.• Engage with stakeholders & other forums to arrive at action plans for process improvement and maintaining quality.• Highlighting the gaps in the process to the stakeholders & suggesting measures for improvement Show less
Licenses & Certifications
- Internship Certificate
  Talent Corner HR Services Pvt Ltd
  Jun 2020
- NISM 7
  NSEIT LIMITED
  Sept 2022
- NISM V - A
  NSEIT LIMITED
  Jan 2021
- The Complete Financial Analyst Course 2020
  Udemy
  Jun 2020
- Banking Fundamentals
  ForeVision
  Nov 2019
- Equity Research and Financial Modeling
  ForeVision
  Sept 2019