Priyanka Meti
Wealth Management & financial consulting II IBM Specialised in international Finance II Geneva business School
Corsier,GE
Summary
Hardworking and passionate job seeker with strong organizational and analytical skills. Eager to secure a position in wealth management and to achieve company goals. Driven and detailed candidate successful at managing multiple priorities with a positive attitude in a multicultural professional environment.
Overview
12
12
years of post-secondary education
3
3
Years of professional work experience
8
8
years of professional experience
Work History
Advance Training Program at the United Nations
World Federation Of United Nations Associations
Geneva
2023.04 - 2023.04
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- MUN model;- solving a global issue through research, drafting, lobbying and debate to pass a suitable 'resolution'.
- Presented a compelling business case for a large multinational company to invest in corporate social responsibility projects.
Wealth Management Intern
Azur Global Consulting
Geneva, Switzerland
2023.02 - Current
- Researched and evaluated potential investment products for clients.
- Monitored and updated financial plans to comply with client goals.
- Educated clients on financial topics and best practices.
- Assist in sales and operations functions to streamline processes and strengthen client experience.
- Provided writing support in fast-paced environment for variety of public-facing materials.
- Completed thorough research into assigned topics.
- Organized and detail-oriented with strong work ethic.
- Presented data and report findings to advisory staff on assigned topics
- Analyzed investment styles, markets and characteristics
- Collaborated with service lines defining wealth targets and goals for company and its individual clients
Mentor at AdmitKart
AdmitKart
Noida, India
2021.09 - Current
- Drove operational improvements which resulted in savings and improved profit margins.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Developed and maintained courteous and effective working relationships.
- Collaborated with team members to achieve target results.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Developed team communications and information for meetings.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Delivered services to customer locations within specific timeframes.
- Resolved problems, improved operations and provided exceptional service.
Digital Marketing Intern
AdmitKart
Noida, India
2022.01 - 2023.03
- Weekly updates and reports to track growth and success rates of marketing campaigns.
- Assisted marketing coordinators and graphic designers with website copywriting and proofing.
- Responded to email and social media messages according to prescribed policies.
- Tracked social media trends and adapted to attract target follower demographic.
- Wrote interesting reports which reflected for current trends and viral potential.
- Executed consistent online messaging across various social media verticals.
Volunteer Coordinator
EU Startups
Barcelona
2022.05 - 2022.05
- EU-Startups Summit; annual event which showcase a selection of Europe’s hottest startups and which come together to learn from some of most successful European entrepreneurs.
- Managed volunteer calendar and verified coverage of key roles during volunteer unavailability.
- Worked with leadership staff and special committees to define volunteer mission and set standards.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Kept high average of performance evaluations.
- Monitored front areas so that questions could be promptly addressed.
Intern in the Outreach Team
girlsnextdoor
Delhi
2020.10 - 2020.12
- Designed and presented social media campaign ideas.
- Supported branding, digital marketing messaging and advertising campaigns by engaging with followers on various social media platforms.
- Assisted team with various marketing projects that would engage new leads and potential customers.
- Responded to comments, posts and questions from various channels.
- Collaborated with team members to help expand marketing channels.
- Conducted daily updates to social media profiles to boost company online presence.
- Stayed updated with latest marketing concepts and techniques.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Maintained energy and enthusiasm in fast-paced environment.
- Developed and maintained courteous and effective working relationships.
Art and Culture Assistant
Husmann Tschaeni
Goa
2015.04 - 2015.06
- Worked flexible hours across night, weekend and holiday shifts.
- Maintained excellent attendance record, consistently arriving to work on time.
- Assisted with job fairs on and off property.
- Set up new hire orientation, room, uniforms and photos.
- Helped teacher prepare instructional material and displays.
- Demonstrated specific skills and activities for students to improve. understanding and take excess workload off teachers.
- Enforced rules and instructions to maintain discipline.
Education
BBA - International Finance
Geneva Business School
Geneva Switzerland 2023.03 - 2024.07
BBA - International Finance
IBM Specializing in International Finance
Barcelona, Spain 2021.09 - 2023.03
High School Diploma -
MES Higher Secondary School
Goa, India 2018.06 - 2020.06
High School Diploma -
Mount Litera Zee School
Goa, India 2011.06 - 2018.04
High School Diploma -
Keshar Academy of Learning
Goa, India 2001.04 -
Skills
Coaching and mentoring initiatives
undefinedTimeline
Advance Training Program at the United Nations
World Federation Of United Nations Associations
2023.04 - 2023.04
BBA - International Finance
Geneva Business School
2023.03 - 2024.07
Wealth Management Intern
Azur Global Consulting
2023.02 - Current
Volunteer Coordinator
EU Startups
2022.05 - 2022.05
Digital Marketing Intern
AdmitKart
2022.01 - 2023.03
BBA - International Finance
IBM Specializing in International Finance
2021.09 - 2023.03
Mentor at AdmitKart
AdmitKart
2021.09 - Current
Intern in the Outreach Team
girlsnextdoor
2020.10 - 2020.12
High School Diploma -
MES Higher Secondary School
2018.06 - 2020.06
Art and Culture Assistant
Husmann Tschaeni
2015.04 - 2015.06
High School Diploma -
Mount Litera Zee School
2011.06 - 2018.04
High School Diploma -
Keshar Academy of Learning
2001.04 -
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