I am a finance professional currently pursuing an MBA, with practical experience in financial advisory and investment planning. I am certified in SAP FICO and Financial Accounting and proficient in Tally Prime and MS Excel. I aim to leverage analytical skills and financial acumen in an SAP FICO consulting or financial advisory role, and I enjoy building data-driven financial strategies.

Shreya Verma

I am a finance professional currently pursuing an MBA, with practical experience in financial advisory and investment planning. I am certified in SAP FICO and Financial Accounting and proficient in Tally Prime and MS Excel. I aim to leverage analytical skills and financial acumen in an SAP FICO consulting or financial advisory role, and I enjoy building data-driven financial strategies.

Available to hire

I am a finance professional currently pursuing an MBA, with practical experience in financial advisory and investment planning. I am certified in SAP FICO and Financial Accounting and proficient in Tally Prime and MS Excel.

I aim to leverage analytical skills and financial acumen in an SAP FICO consulting or financial advisory role, and I enjoy building data-driven financial strategies.

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Language

English
Fluent

Work Experience

Financial Advisor at Axis Max Life
January 1, 2024 - Present
Analyze client financial goals to develop tailored investment plans and insurance strategies. Manage a diverse portfolio of investments, ensuring alignment with risk tolerance and market trends. Conduct financial needs analysis for clients to recommend suitable wealth-building products. Maintain accurate client records and ensure compliance with financial regulations.

Education

Master of Business Administration (MBA) in Finance at Sikkim Manipal University
January 11, 2030 - December 26, 2025
Bachelor of Science (B.Sc.) at Purvancal University
January 11, 2030 - January 1, 2024

Qualifications

AP FICO Certification (FI & CO)
January 11, 2030 - December 26, 2025
Diploma in Financial Accounting
January 11, 2030 - December 26, 2025
Technical Training: MS Excel and MS PowerPoint
January 11, 2030 - December 26, 2025

Industry Experience

Financial Services, Professional Services