Pallavi Pundir

About

Finance professional and PhD research scholar with experience in business development, customer relationship management, financial research, and quantitative data analysis. Skilled in lead generation, CRM reporting, and tools such as SPSS, SmartPLS, Excel, and Google Workspace.

Experience

• BUSINESS DEVELOPMENT ASSISTANT
  Lido Learning
  Oct 2021 – Nov 2022

Education

• MBA
  Sharda University
  Finance & International Business · 2021
• BBA
  Sharda University
  Banking & Finance · 2019
• Ph.D. in Finance
  Graphic Era Deemed To Be University
  Finance · 2023

Skills

• Research and Analytics
• Lead Generation
• Reporting
• Customer Onboarding
• Customer Counseling
• Quantitative data analysis

Courses & certifications

• National Seminar on Multidisciplinary Role of Ancient Indian Value System in New Age Business
• Intellectual Property Rights
• GST

📚 Publications

• AI-Driven Robo-Advisory Systems: Modeling Investor Attitudes and Trust Using Intelligent Decision-Making Algorithms