Senior Budget Manager@ Slate Group Consulting
Kolkata, Other Chattisgarh
Surbhi Saxena
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Seattle University
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FlashIntel GPTSurbhi Saxena is a highly experienced professional with 12.6 years of work experience in various roles. She has expertise in business networking, finance, business development, retail banking, and investment banking. Surbhi is a Forex champ and has trained in all operations related to foreign exchange. She is skilled in extracting big ticket sized businesses from managed account customers and is certified as a mutual fund advisor. Surbhi is also a certified mutual fund advisor and has experience handling customer escalations. She has worked in reputable companies such as Slate Group Consulting, Sira Consulting, and ICICI Bank.
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Emails and Phone Numbers
About
1. Strong experience in networking with different departments like assets-home loan, personal loans, auto loans, mutual funds. 2. Forex champ :-trained in all operations related to foreign exchange. 3. Expertise in extracting big ticket sized business from managed account customers. 4. Certified mutual fund advisor by The Association of Mutual funds in INDIA(AMFI). 5. Skilled & certified by National Securities Depository Limited. (NSDL) in DEMAT services. 6. Certified C, C++ programmer. 7. Expertise in Finacle core banking solution. 8. Experienced handling customer escalations. 9. Five S exposure.
...See MoreWork Experience
Senior Budget Manager
Business Consulting and Services
Surbhi Saxena's Professional Milestones
- Financial Process Analyst (2018-07-01~2019-01-01): Streamlined financial processes to increase efficiency and accuracy, contributing to budgeting success.
- Branch Operation Manager\ Corporate-customer Service (2011-02-01~2014-01-01): Optimized operational efficiency, ensuring seamless customer service and consistent customer satisfaction.
Education
Corporate Finance,
Business,
Finance,
Masters
2016-2017Skill
Business Networking
Finacle
Business Development
Retail Banking
Investment Banking
Amfi Certified
Nslds
Business Relationship Management
Cross Selling
Team Management
Portfolio Management
Customer Service
Microsoft Office
Banking
Leadership
Management
Strategic Planning
Retail Banking Operations
Team Leadership
Soft Skills
Customer Engagement
Microsoft Excel
Project Management
Business Strategy
Financial Analysis
Risk Management
Customer Relationship Management
Financial Statement Analysis
Business Coaching
Management Consulting
Market Research
Audit And Compliance
Forex Transactions And Remmitance
Data Mining And Analysis
R Programming
Microsoft Sql Server
Xbrl
Crm
Enterprise Resource Planning
Financial Modeling
Business Valuation
Financial Reporting
Internal Audit
Accounting
Business Analysis
Strategy
Investments
Certification
Colleagues
Flavia Cesario
Business Program Manager
Bradley Hansen, MBA, MIMFA
senior budget manager at slate group consulting
Michelle Arneson
senior budget manager at slate group consulting
Joe Singson
sr budget manager at slate group consulting
Michael Hua
Procurement Support Manager
Other Named Surbhi Saxena
Frequently asked questions
We found 3 Surbhi Saxena's email addresses
Surbhi Saxena works for Slate Group Consulting
Surbhi Saxena's role in Slate Group Consulting is Senior Budget Manager
Surbhi Saxena works in the industry of Business Consulting and Services
Surbhi Saxena's colleagues are Flavia Cesario,Bradley Hansen, MBA, MIMFA,Michelle Arneson
Surbhi Saxena's latest job experience is Senior Budget Manager at Slate Group Consulting
Surbhi Saxena's latest education in Seattle University
