Harneet Kaur

To leverage my academic background in Finance and Business Administration, along with practical exposure to investment services and financial modelling, to secure a challenging position in a reputable organization where I can apply my analytical, accounting, and financial skills while contributing to organizational or academic growth and continuously enhancing my professional expertise.

Intern - Anytime Invest - Delhi

(2025-06 - 2025-08)

• Developed understanding of financial products, including mutual funds, stocks, and investment planning concepts.
• Assisted in maintaining client records and ensuring accurate documentation of financial information.
• Gained exposure to wealth management processes and client servicing practices.
• Learned key financial and investment terminologies used in the financial services industry.
• Supported customer engagement activities while adhering to organizational service standards.

Intern - The Online Shop by C/S/C

(2023-10 - 2023-11)

• Gained practical exposure to wealth management and investment advisory services.
• Learned fundamental concepts of mutual funds, equity markets, and financial planning.
• Assisted in client servicing activities and maintained professional communication standards.
• Observed and supported day-to-day operations related to investment and financial services.
• Developed understanding of financial terminology and industry best practices.

Master of Business Administration (MBA) - Finance (Major), Digital Marketing (Minor) - Uttaranchal University (2024 - 2026)

Bachelor of Business Administration - Business Administration - The Veer Shaheed Kesari Chand Rajkiya Snatkotar Mahavidyalaya (2021 - 2024)

Intermediate - 12th Grade - Shri Guru Ram Rai Public School (2020 - 2021)

Matriculation - 10th Grade - Shri Guru Ram Rai Public School (2018 - 2019)