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
04.2023 - 04.2023
- 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
02.2023 - 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
09.2021 - 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
01.2022 - 03.2023
- 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
05.2022 - 05.2022
- 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
10.2020 - 12.2020
- 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
04.2015 - 06.2015
- 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 03.2023 - 07.2024
BBA - International Finance
IBM Specializing in International Finance
Barcelona, Spain 09.2021 - 03.2023
High School Diploma -
MES Higher Secondary School
Goa, India 06.2018 - 06.2020
High School Diploma -
Mount Litera Zee School
Goa, India 06.2011 - 04.2018
High School Diploma -
Keshar Academy of Learning
Goa, India 04.2001 -
Skills
Coaching and mentoring initiatives
Marketing and advertising
Operations support
Project support
Administrative support
Social Media Management
Performance Optimization
Social media expertise
Timeline
Advance Training Program at the United Nations
World Federation Of United Nations Associations
04.2023 - 04.2023
BBA - International Finance
Geneva Business School
03.2023 - 07.2024
Wealth Management Intern
Azur Global Consulting
02.2023 - Current
Volunteer Coordinator
EU Startups
05.2022 - 05.2022
Digital Marketing Intern
AdmitKart
01.2022 - 03.2023
BBA - International Finance
IBM Specializing in International Finance
09.2021 - 03.2023
Mentor at AdmitKart
AdmitKart
09.2021 - Current
Intern in the Outreach Team
girlsnextdoor
10.2020 - 12.2020
High School Diploma -
MES Higher Secondary School
06.2018 - 06.2020
Art and Culture Assistant
Husmann Tschaeni
04.2015 - 06.2015
High School Diploma -
Mount Litera Zee School
06.2011 - 04.2018
High School Diploma -
Keshar Academy of Learning
04.2001 -