Prerna Chugh

Prerna Chugh

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  • Timeline

  • About me

    Administrator, Retail Lending Operations at Coast Capital Savings

  • Education

    • Institute Of Marketing and Management

      2009 - 2011
      PGDM Finance, General
    • Delhi University

      2006 - 2009
      BSc - Bachelor of Science Chemistry
  • Experience

    • S&P Global Market Intelligence

      Feb 2011 - May 2018

      • Provided customer support by executing customer queries timely and efficiently raised by clients over “Salesforce” tool• Educated clients on how to use the company products effectively• Spearheaded the Response Task/Client Support team to manage all incoming client queries with respect to Capital IQ database, reduced query response time from 48 to 24 hours• Supported sales team by identifying customer needs• Initiated the root cause analysis in the ERA form analyzing the reason for the error pointed out by the client and coming with prevention measures. Reducing error rate by 15% Show less • Analysed and synthesized the available data and brought out value-added insights to the clients• Provided real time secondary coverage of International Private Placement & Capital Market transactions for JP Morgan, Goldman Sachs, RBC Capital Markets, UBS and other I- banks• Tracked, validated, and analysed business information and financial statements related to private placement transactions, like Venture Capital, Growth Capital, PIPE transactions• Proficiently worked with internal and external search engines like Nexis, Factiva, Newsedge, Google, and worldwide stock exchanges which forms an integral part of any research process Show less

      • Research Associate II

        Jul 2013 - May 2018
      • Research Associate I

        Aug 2011 - Jul 2013
      • Research Associate

        Feb 2011 - Aug 2011
    • A.P. Moller - Maersk

      Aug 2020 - Sept 2021
      • Operations Support

        Mar 2021 - Sept 2021
      • Clerk/Coordinator

        Aug 2020 - Feb 2021
    • Coast Capital Savings

      Oct 2021 - Dec 2022
      Monitoring and Testing Specialist
    • Coast Capital Savings

      Apr 2023 - now
      Administrator, Retail Lending Operations
  • Licenses & Certifications

    • Canadian Investment Funds Course

      IFSE Institute
      Sept 2019