Preeti Agarwal
T: 8902527052 . E: preetiagarwal9@gmail.com
Objective
To work in pragmatic way in an organization where I can show my talent and enhance my skills to
meet company goals and objective with full integrity and zest.
Summary
I am an MBA in Finance and Marketing, having 3 years of work experience.
Experience
Senior Financial Analyst, Tuli e Services
Kolkata, West Bengal — Aug,2011- till date
My work includes Validate data, Designing format, conducting various presentation and giving
creative ideas for the customization of the website created for the product investment purpose.
Accomplishments
 Validate data retrieving software to be used in banks and other financial institutions;
designed product templates and created knowledge base articles to allow effective
modeling of instruments.
 Designed format to see each day data for different banks to see if the data are captured
properly and what is the variation. Analyzed the profile of the different banks and checked
for the rates
 Conducted various presentations and case studies through Internet. Performed bank
research and studied profiles, recognizing the number of rates and investments which
yielded major returns.
Customer Relation and SSI Executive, Hyundai India Motors Ltd
Kolkata, West Bengal — Jan,2011- Aug,2011
Worked as a trainer and CRM where my basic work included to train the dealer’s CRM and also to
manage database of all the complaints status. Also deal with problems as a higher authority if
cann’t be resolve by the CRM of the dealers.
Accomplishments
 Coordinate HO Customer Complaints and resolve the same through coordination with the
Customer Care Managers and Executives at Showroom and branches.
 Use CRM tools such as Dealer Management System (GDMS) for effective follow up of
complaints or inquiries of customers
 Plan, Implement and Monitor major Customer Care activities and training program for the
sales consultant, SSI manager at dealership, CRM and CRE.
 Prepare Reports and Presentations of all Customer Care activities and submit the same to
the management for continuous monitoring and review
 Coordinate Training Programs for the sales consultant, SSI manager at dealership, CRM
and CRE.
 Prepare Graph and presentation for the sales complain for the month and review the
report.
 Facilitate internal audit for the Sales department
Executive: Spares and Parts Management, Extec Screens and Crushers
Gurgaon, Haryana — 2009-2010
Coordinating the parts availability in the factory of UK, and its quantity in the dealers in India. Also
coordinate the parts transfer to the customers in India.
Accomplishments
 Spares and parts management, inventory management along with the complete
commercial documents handling for the import of the parts from UK and Dealing with the
direct customer and the Stockiest.
 Taking care of the parts supply from our dealer in India during sudden machine
breakdown. Managing and coordinating with the supplies, dealer and customers for the
effective and efficient supply of parts and spares.
Project Details
Project Name: Study of commodity trading in India and hedging solution to Corporate.
Client Name: S M C Global Securities Limited, (Delhi) , 15 April, 2008 to 15 June, 2008.
Description: The objective of this project was to understand the commodity market, to
analyze the factors which affect the prices of commodity products, mainly the most
traded commodity products. Technical Skills used was Microsoft packages Word, Excel
and Power point
ACADEMIC PROJECTS
Marketing project
Marketing plan of Mumbai Dabbawala (Service industry), and Gillette.
Project on "IT Enabled Retail industry."
Brand Audit of Coca Cola.
Created a plan for travelling service company "Dekho India", and used different IMC tools
for its promotion.
Finance Project
Analysis of Lafarge India Ltd.'s Alsindi project
Created a Business Model, developed Revenue Model for Medicine store (Whole sale)
Forecasted the PL and BS of Arvind ltd. and value of the firm using the DCF model.
Fundamental & Technical Analysis and Business Strategy analysis of Gitanjali Gem Ltd.
Financial Statement Analysis and Business Strategy Analysis of Tata Consultancy
Services
Analysis of Investment pattern in Banking sectors in India.
Education
Skills
EXTRA
CURRICULUM:
School of Management, KIIT University ,MBA-Finance and Marketing — 2007 – 2009, 8.13
(CGPA) . (Full Time).
Scottish Church College, B-Sc., Calcutta University 2003-2006 , 53% .
Siksha Sadan, West Bengal board , 12th,2001-2003, , 57%.
Sun Rise (Eng.Med) School, I.C.S.E , 10th, 2001, 77% .
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Competent in the use of Microsoft packages Word, Excel and Power point, Other Software
SPSS.
Good report writing and editing skills.
Training and presentation skills, including the writing of training materials.
Good communication skills at all levels both internal and external to company.
Analysis and problem solving skills
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Attended Technical Training Program held by Hyundai Motor India Ltd.
Attended Soft Skill Training Program held by Hyundai Motor India Ltd.
Model creation using different Excel function like Scenario manager, goal seek, etc., for
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calculation of interest rate, tax rate, bond value, YTM, loan amortization.
IMC plan creation like print media, Website, Collages, Advertisement by using different
software packages, Picasa.
Passed novice test in Swimming, Performing stage shows, dancing and acting.
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Done Art of Living Course and Volunteered Yoga Classes, Vipasna course of 11 days
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PERSONAL
POFILE
References
Date of Birth: 9th September, 1984
Languages Known: English, Hindi, and Bengali.
Address: Flat 3 d, 476 S K B Sarani, Kalindi Enclave, Kolkata: 700030
Available upon request.
I hereby confirm that the above written details are true to the best of my knowledge and belief.