Summary
Adaptable professional with quick learning ability and talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change. Focused on supporting team success and achieving positive results.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Analyst Intern
HDFC bank
03.2024 - 08.2024
- Analyzed financial statements and industry trends to generate investment recommendations, contributing to a 12% increase in portfolio performance
- Assisted in preparing financial statements, reports, and forecasts for senior management review.
- I created data visualizations Using Tableau to present complex financial information, reducing report preparation time by 30%.
- Developed and maintained contacts with over 50 companies and channel partners to gather valuable insights, expanding the firm's network by 20%
- Prepared comprehensive research reports and presentations for the research team, covering 25+ companies across 5 industry sectors
- Collaborated with various teams to gain broader industry exposure, participating in 10 cross-functional projects that enhanced understanding of market dynamics
- Assisted in the analysis of HDFC Bank's performance, noting its consistent year-on-year growth of 18-20% in advances and deposits over the past 5 years
- Participated in 5 client education seminars, enhancing investor knowledge on various financial topics
Internship Trainer
wealth trust capital services
05.2023 - 07.2023
- Conducted financial needs analysis for 30 prospective clients, resulting in 10 new account openings
- Developed and maintained relationships with 20 key stakeholders, including financial advisors and product specialists
- Prepared and presented 15 comprehensive financial plans, addressing areas such as retirement planning, tax optimization, and estate planning
- Collaborated with the investment team to analyze and recommend suitable investment products, leading to a 12% increase in assets under management for assigned clients
- Contributed to the development of a new client onboarding process, reducing onboarding time by 25%
Education
MBA - Finance & Analytics
07-2024
Bachelor of science (Hons.) -
08-2021
XII -
08-2018
Skills
- Financial Data Analysis
- Investment Research
- Portfolio Management
- Financial Modeling
- Microsoft Excel (Advanced)
- Python (Basic)
- SQL (Basic)
- Tableau
- Power BI
- Business research
- Financial Forecasting
- VBA
- Microsoft Excel
Certification
- Financial Planning, Banking & Investment Management by NSE
- Portfolio Optimization using Markowitz by Coursera
- Investment Risk Management by Coursera
Work Preference
Work Type
Full TimeLocation Preference
HybridImportant To Me
Work-life balanceCompany CultureFlexible work hoursWork from home optionStock Options / Equity / Profit SharingLanguages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Timeline
Financial Analyst Intern - HDFC bank
03.2024 - 08.2024
Internship Trainer - wealth trust capital services
05.2023 - 07.2023
MS Ramaiah Institute of Management - MBA, Finance & Analytics
PATNA WOMEN COLLEGE - Bachelor of science (Hons.),
ISHAN INTERNATIONAL GIRLS SCHOOL - XII,
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