Summary
Overview
Work History
Education
Skills
Timeline
Generic

AARJU TYAGI

Hapur

Summary

Finance professional with a solid academic foundation in finance, coupled with hands-on experience in credit risk assessment, loan processing, and financial analysis. Proficient in evaluating investment opportunities, conducting market research, and implementing risk management strategies. Skilled in leveraging SQL, financial modeling, and technical analysis to deliver data-driven insights. Demonstrated ability to manage cross-functional collaborations, streamline processes, and enhance client satisfaction. Experienced in international currency and commodity trading, portfolio management, and fundamental and technical analysis of financial markets.

Overview

2
2
years of professional experience

Work History

Management Trainee

TATA CAPITAL LIMITED
GURGAON
05.2024 - Current

Credit Risk Assessment: Evaluated customer creditworthiness by analyzing financial documents, assessing risk parameters, and gaining in-depth exposure to the home loan underwriting process.

Loan Processing & Structuring: Collaborated with the credit and risk teams to assess risk profiles and contribute to loan structuring, balancing client needs with organizational risk tolerance.

Compliance & Risk Mitigation: Ensured all loan applications adhered to regulatory and internal policies, mitigating default risks by thoroughly verifying customer credit profiles.

Cross-functional Collaboration: Partnered with legal, credit, and operations teams to optimize loan disbursement workflows, reducing turnaround time and enhancing overall customer experience.

Customer Retention & Post-Approval Service: Played a critical role in post-approval processes, ensuring seamless transitions from approval to disbursement and contributing to improved customer retention rates.

Equity Research Analyst (Intern)

Profit Idea
Gurgaon
02.2023 - 05.2023
  • Analyzed and executed pair trading strategies, enhancing portfolio diversification and risk management.
  • Developed and implemented trading strategies for international currency and commodity markets, achieving targeted returns.
  • Conducted risk-reward analysis for stocks, commodities, and currency markets, providing actionable insights to the team.
  • Established and managed risk and money management processes to optimize capital allocation and reduce losses. Negotiated favorable terms for investment contracts, contributing to increased profitability.
  • Provided client consultations to understand investment objectives and tailored portfolio strategies accordingly.
  • Actively managed and executed trades on acquired client portfolios, consistently meeting or exceeding client expectations.

Education

MBA - Finance

ICFAI BUSINESS SCHOOL
GURGAON
03-2024

BBA - Business Management

CHAUDHARY CHARAN SINGH UNIVERSITY
MEERUT
07-2022

Skills

  • SQL
  • Financial Modelling
  • Risk Management
  • Microsoft Office
  • Financial Accounting and Analysis
  • Fund Accounting
  • Client Relationship Management
  • Reconcilition Process
  • Investment Reporting
  • SAP

Timeline

Management Trainee

TATA CAPITAL LIMITED
05.2024 - Current

Equity Research Analyst (Intern)

Profit Idea
02.2023 - 05.2023

MBA - Finance

ICFAI BUSINESS SCHOOL

BBA - Business Management

CHAUDHARY CHARAN SINGH UNIVERSITY
AARJU TYAGI