
Anukriti Tiwari
@anukrititiwari
Finance graduate who analyzed 15+ company balance sheets and researched mutual funds at Interlink Capital Advisors Pvt. Ltd.
What I'm looking for
At Interlink Capital Advisors Pvt. Ltd., I analyzed balance sheets of 15+ companies to assess financial health, leverage, and capital structure in support of investment recommendations. I also compared mutual fund performance across categories and verified shipping bills through the ICEGATE portal for trade and compliance checks.
As an Executive – Operations at Startek, I handled customer queries through calls and live chat, updated records using CRM tools and Microsoft Excel, and performed routine data verification and quality checks. I hold a PGDM in Finance and the NISM Series V-A certification, and I'm seeking an opportunity to contribute to a financial services or operations team.
Experience
Work history, roles, and key accomplishments
Executive – Operations
Startek
Jun 2026 - Aug 2026 (2 months)
Handled customer queries through inbound calls and live chat, providing timely assistance and effective issue resolution. Maintained and updated customer data in Microsoft Excel, ensuring data accuracy and consistency.
Research and Financial Planning Intern
Interlink Capital Advisors Pvt. Ltd.
May 2025 - Jul 2025 (2 months)
Verified shipping bills via the ICEGATE portal for trade and compliance checks, maintaining accurate documentation. Analyzed balance sheets of 15+ companies to evaluate financial health and leverage, and compared mutual fund performance across categories.
Event Management Intern
ISDSI-G
Nov 2024 - Dec 2024 (1 month)
Coordinated with 4+ sub-committees to organize the ISDSI-G international conference, managing logistics and corporate sessions for 100+ participants. Designed data-visualized PPT reports to improve clarity of updates presented to senior management.
Education
Degrees, certifications, and relevant coursework
Pune Institute of Business Management
Post Graduate Diploma in Management, Finance
2024 -
Pursuing a Post Graduate Diploma in Management with a specialization in Finance.
NIELIT
O Level, Computer Concepts
2023 - 2023
Completed O Level certification from NIELIT.
NIELIT
CCC, Computer Concepts
2023 - 2023
Completed CCC certification from NIELIT.
Har Sahai Mahavidyalaya College, Kanpur (CSJM University)
Bachelor of Commerce, Commerce
2020 - 2023
Completed Bachelor of Commerce degree.
NISM
NISM Series V-A — Mutual Fund Distributors, Mutual Fund Distribution
Certification in mutual fund distribution.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
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