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nitisha gupta, senior executive

nitisha gupta

senior executive·SBI Capital

Saudi Arabia

High school or equivalent, Banking And Finance

Work experience

Total years of experience: 4 years, 0 months

senior executive

November 2024 - June 2025

SBI Capital

Jaipur, India

November 2024 - June 2025

Company industry:
Financial Services
Job role:
Finance and Investment

Manager

June 2023 - November 2024

JM Financial Ltd

Jaipur, India

June 2023 - November 2024

• Manage portfolio of a certain client base to help them generate enough gains by
suggesting investment opportunities
• Assess and analyze the performance of stocks, bonds, commodities, and other
investment vehicles, as well as monitoring market trends to identify opportunities
or risks
• Responsible for ensuring all activities are in-adherence as per Compliance & Risk.

Company industry:
Financial Services
Job role:
Management

Assistant Manager

April 2022 - June 2023

Kotak Security Ltd

Jaipur, India

April 2022 - June 2023

• Assist portfolio managers, fund managers, and investment advisors by providing in
depth financial analysis, valuation models, and economic outlooks
• Build investment opportunities decks for portfolio managers and fund managers
for
• Cross sell third party product like motor insurance, life insurance, SIPs, Mutual
Funds, etc to a small base of active clients

Company industry:
Financial Services
Job role:
Finance and Investment

Senior Associate Customer Experience

July 2021 - April 2022

Angel One Limited

Delhi, India

July 2021 - April 2022

• Support customers to place an order on call
• Ensure quick and efficient resolution of customer queries / grievances
• Ensure volume to resolution and resolution to time consumed ratios are intact
• Learning curve and process improvement methods are analyzed

Company industry:
Financial Services

Education

NISM

May 2024

May 2024

High school or equivalent, Banking And Finance

India

Global College of Technology

May 2016

May 2016

High school or equivalent, Electronics

India

Global College of Technology

January 2016

January 2016

High school or equivalent, Electronics and Communication

India

Guru Harkishen Public Senior Secondary School

January 2011

January 2011

High school or equivalent, science and maths

India

Guru Harkishen Public Senior Secondary School

January 2011

January 2011

High school or equivalent, PCM

India

Skills

ANALYTICAL THINKING
Intermediate
ANALYTICAL THINKING
Intermediate
COMPLIANCE MANAGEMENT
Intermediate
COMPLIANCE MANAGEMENT
Intermediate
CREDIT PRODUCTS
Intermediate
CREDIT PRODUCTS
Intermediate
CROP MANAGEMENT
Intermediate
CROP MANAGEMENT
Intermediate
CROSS SELLING
Intermediate
CROSS SELLING
Intermediate
DATA ANALYSIS
Intermediate
DATA ANALYSIS
Intermediate
FINANCIAL ADVISING
Intermediate
FINANCIAL ADVISING
Intermediate
MARKET TREND
Intermediate
MARKET TREND
Intermediate
PORTFOLIO MANAGEMENT
Intermediate
PORTFOLIO MANAGEMENT
Intermediate
REVENUE ANALYSIS
Intermediate
REVENUE ANALYSIS
Intermediate
Teamwork
Expert
Teamwork
Expert
Sales
Expert
Sales
Expert
Customer Service
Expert
Customer Service
Expert
Accounting
Expert
Accounting
Expert
Call Center
Expert
Call Center
Expert
Data Entry
Intermediate
Data Entry
Intermediate
BUSINESS EFFICIENCY
Intermediate
BUSINESS EFFICIENCY
Intermediate
COMPLEX PROBLEM SOLVING
Intermediate
COMPLEX PROBLEM SOLVING
Intermediate
PRICING STRATEGIES
Intermediate
PRICING STRATEGIES
Intermediate

Languages

English

Beginner

Hindi

Beginner

Punjabi

Beginner