PP
Priyanshi Patel
ID: CCE151782
Priyanshi Patel
ID: CCE151782
PP
Priyanshi Patel
ID: CCE151782
About Priyanshi Patel
To develop financial expertise and obtain a position in a dynamic organization that allows me to utilize my skills while gaining valuable insights through dedicated hard work, innovative thinking, and continuous learning.
Employment History
2024
B&
BULLS & BEARS ADVISORY
1st Jun 2024 to 1st Aug 2024
Agent
1st Jun 2024 to 1st Aug 2024
See MoreRoles & Responsibility
Executed trades, acquired clients, and provided investment guidance. Developed expertise in trading strategies, client acquisition, investment advisory, and financial analysis.
2024
AB
Aditya Birla Capital
1st May 2024 to 30th Jun 2024
Agent
1st May 2024 to 30th Jun 2024
See MoreRoles & Responsibility
Learned to simplify financial education for doctors and provide personalized guidance. Gained skills in building relationships and exploring partnerships with Chartered Accountants.
Education
2025
PGDM in Finance Retail Management
Jaipuria Institute of Management, Lucknow
17th Jul 2023 to 16th Jun 2025
2025
PGDM ( FINANCE MARKETING
Jaipuria Institute of Management
17th Jul 2023 to 19th May 2025
2022
Graduation Degree
Dr. Ram Manohar Lohia Mahavidyalaya, Kanpur
1st Jun 2019 to 1st Jun 2022
2019
Senior Secondary School Certificate
KUMARI Udyan Girls Inter College, Kanpur
1st Jun 2018 to 1st Jun 2019
2017
Secondary School Certificate
KUMARI Udyan Girls Inter College, Kanpur
1st Jun 2016 to 1st Jun 2017
Expertise
M.S Excel
5/5
Financial Analysis
5/5
Problem Solving
5/5
Creativity
5/5
Team Management
5/5
Prompt Engineering
5/5
SalesForce CRM
5/5
Leadership
5/5
Excel
5/5
Lingo
English
Verbal
5/5
Written
5/5
Hindi
Verbal
5/5
Written
5/5
