Surbhi Gupta
@surbhigupta4
I organize financial and operational data into accurate Excel reports and compliant records.
IndiaWhat I'm looking for
At Punjab National Bank, I supported daily operational logs, corporate transaction vouchers, record monitoring, and secure archiving workflows. I also conducted KYC and CKYC verification routines to maintain accurate, compliant customer records.
I use Excel formulas to organize and summarize ledger data for back-office teams, supported by knowledge of accounting principles, financial statements, and corporate finance concepts.
Previously, at Epitome Training & Recruitment Consultants, I compiled engagement metrics into standardized presentation slides and helped coordinate outreach schedules and communication updates.
I've also coordinated vendors, schedules, and volunteers for VIPS' INITIO annual management fest, while building Excel-based financial statement and corporate ledger summarization projects.
Experience
Work history, roles, and key accomplishments
Apprentice
Punjab National Bank
Nov 2024 - Nov 2025 (1 year)
Assisted with daily operational logs, corporate transaction vouchers, and record monitoring. Conducted KYC and CKYC verification routines to ensure customer record accuracy and compliance.
Intern
Epitome Training & Recruitment Consultants
May 2023 - Jul 2023 (2 months)
Compiled engagement metrics into standardized summary presentation slides for internal review. Assisted team members in organizing outreach schedules and daily communication updates.
PR & Marketing Coordinator
INITIO – Annual Management Fest (VIPS)
Managed on-ground coordination with vendors, event scheduling, and volunteer routines. Assisted in drafting post-event summary reports to track resource usage and milestone progress.
Education
Degrees, certifications, and relevant coursework
Tecnia Institute of Advanced Studies, IGNOU
Master of Business Administration, Finance
Pursuing a Master of Business Administration (MBA) with a focus on Core Finance.
Vivekananda Institute of Professional Studies, GGSIPU
Bachelor of Business Administration, Business Administration
Grade: 8.92/10.0
Graduated with a Bachelor of Business Administration (BBA) achieving a CGPA of 8.92/10.0.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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