Dhanrekha Gaikwad
Finance Intern
About
Results-driven finance professional with an MBA in FinTech, academic qualifications in Commerce, and nearly four years of experience across financial services, real estate, and healthcare. Experienced in HNI client servicing, portfolio management, CRM operations, relationship management, upselling, and cross-selling.
Experience
Finance Intern
Focus Wise Solution
July 2025 – August 2025
Completed a 45-day internship focused on stock market operations and financial services. Gained hands-on exposure to trading platforms, investment instruments, portfolio management principles, market analysis techniques, and financial decision-making frameworks.
Assistant Manager – Customer Service
HDFC Securities Ltd
March 2024 – July 2024
Managed end-to-end customer transactions, service requests, and investment account queries for retail and HNI clients. Resolved trading account, demat, and investment portfolio issues; provided tailored solutions and portfolio advice; handled escalations; and coordinated with internal operations teams to resolve complex cases.
Pre-Sales Senior Executive
PlatinumOne Business Services Ltd (Client: Kalpataru Limited)
July 2022 – March 2024
Handled inbound and outbound inquiries for real estate projects, advising clients on pricing, configurations, and amenities. Managed leads, follow-ups, and sales support using Salesforce CRM, drove revenue through relationship management and cross-selling, and maintained relationships with builders, partners, and clients.
Customer Service Executive
Gynoveda FemTech Private Limited
April 2020 – November 2021
Managed multi-channel customer support through calls, chats, emails, and social media. Handled escalations, product information, order updates, and end-to-end assistance. Used Freshdesk CRM to track tickets and coordinated with internal teams to improve service gaps and customer satisfaction.
Education
Ajeenkya DY Patil University, Pune
MBA, FinTech
2026
CGPA 9.4
Valia College, Mumbai
M.Com, Commerce
2024
CGPA 6.76
Bhavans College, Mumbai
B.Com, Commerce
2022
CGPA 7.54
Bhavans College, Mumbai
HSC, Commerce
2019
81.23%
St. Catherine's High School, Mumbai
SSC
2017
80.80%