Hi there! I'm Sheenam Pahuja, a finance enthusiast with a Master's degree in Economics and over 5 years of experience in a customer-facing role. My primary goal is to ensure customer satisfaction by providing excellent service.My career highlights include generating and converting leads with an 80% success rate and providing customized solutions to 200+ customers. In my current role as a Coordinator at Mackenzie Investments, I perform account management and servicing activities for clients. I analyze documentation to process investment transactions accurately and in a timely manner.Before Mackenzie Investments, I worked at Commex Institute as a Finance Coordinator and reduced turnaround times and customer attrition by 70%. I also collaborated with institutes to conduct informative seminars on finance, communication skills, and the stock market, as well as provided expert guidance to 200+ students.As an Economics Tutor at Commex Institute, I developed lesson plans according to the approved curriculum and assisted students with the concepts of economics and finance. I have also conducted research on the effect of macroeconomic variables on the Indian stock market.I possess excellent oral, written, interpersonal, and relationship-building skills. I am proficient in using MS Office (Excel, PowerPoint, Word, Outlook) and am an active listener and strategic thinker. Collaborating with cross-functional teams to identify opportunities for growth and optimization is my forte.I am always looking for new challenges to help me grow professionally and personally. If you would like to connect with me, please feel free to send me a message! I am open to discussing new opportunities and building meaningful connections.
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FounderTransketToronto, On, Ca -
Coordinator Client SolutionsMackenzie Investments Aug 2022 - PresentGreater Toronto Area, Canada• Conducted thorough research and analysis to evaluate the financial performance and stability of potential clients, using tools such as financial statements, credit reports, and market data.• Developed financial models and projections to forecast revenue, expenses, and cash flows, and identified potential areas of risk and opportunity.• Prepared detailed reports and presentations on the financial viability of potential clients, highlighting key findings and recommendations for senior management.• Collaborated with cross-functional teams such as sales, marketing, and legal to ensure alignment and consistency in client engagement and communication.• Maintained up-to-date records of client interactions and transactions, and provided ongoing support and guidance to clients throughout the engagement lifecycle -
Business CoordinatorCommex Institute Sep 2019 - May 2022Noida, Uttar Pradesh, India• Assisted with budget setup, fee record maintenance, and bill payments.• Achieved a 70% reduction in turnaround times and customer attrition by focusing on client needs through effective communication and problem-solving skills.• Collaborated with 10-12 institutes to conduct informative seminars on communication skills, finance, and the stock market for an audience of 30-50 high school students.• Provided expert guidance to 200+ students and conducted one-on-one calls to build strong relationships with clients.
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Economics TutorCommex Institute Jun 2017 - Aug 2019Noida, Uttar Pradesh, India• Developed and presented lesson plans in accordance with the approved curriculum for Microeconomics and Macroeconomics courses.• Assisted students in comprehending various concepts of economics and provided individual classes for students in Class 11th and 12th.• Conducted grading and evaluations of students to track their progress and performance.• Utilized effective teaching methodologies to enhance student learning and understanding of the subject matter.
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Research InternIndian Ministry Of Finance May 2016 - Aug 2016North Delhi Area, New Delhi Area, India• Conducted a major research project titled "Effect of Macroeconomic Variables on the Indian Stock Market: Using the ARDL Approach" where the relationship between the Indian stock market and macroeconomic variables such as IIP, WPI, REER, FII, S&P 500, oil prices, gold prices, and 91-day Treasury bill rate were analyzed using monthly data from April 2005 to March 2016.• Analyzed short-run dynamics and long-run relationships using the ARDL approach to co-integration.• Prepared a conceptual note on the Investment Education and Protection Fund (IEPF) maintained by the Ministry of Corporate Affairs and the Investment Protection and Education Fund (IPEF).• Conducted a comparative study on accredited investments, analyzing the laws and frameworks adopted for accredited investments in various countries.
Sheenam Pahuja Skills
Sheenam Pahuja Education Details
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Economics -
Economic Hons -
Commerce With Mathematics
Frequently Asked Questions about Sheenam Pahuja
What company does Sheenam Pahuja work for?
Sheenam Pahuja works for Transket
What is Sheenam Pahuja's role at the current company?
Sheenam Pahuja's current role is Founder.
What schools did Sheenam Pahuja attend?
Sheenam Pahuja attended Amity University, Gautam Budh Nagar, Delhi University, Asn Senior Secondary School - India.
What skills is Sheenam Pahuja known for?
Sheenam Pahuja has skills like Research, Statistics, Economics, Actuarial Science, Data Analysis, Econometrics, Stata, Regression Analysis.
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