Aditya Doshi
Mulund
Summary
Highly skilled and certified Data Analyst with over 6 years of diverse experience across sales, customer relationship management, financial analysis, data analysis, operations, and compliance. Possessing in-depth knowledge of finance and a proven track record in leveraging data-driven insights to improve decision-making and business performance. Currently working as a Senior Analyst, adept at managing complex projects, leading cross-functional teams, and utilizing tools like SQL and Tableau for data visualization and reporting. Known for delivering compliance solutions, driving operational efficiency, and supporting strategic initiatives.
Overview
7
7
years of professional experience
Work History
Senior Analyst
eClerx Service Limited
Mumbai
08.2022 - Current
- Ensuring compliance at the account level by collaborating with Process Leads to meet compliance objectives.
- Manage risk assessment by overseeing Business Continuity Plan (BCP) tests, ensure all BCP documentation is consistently updated, handling mandatory leave closures, and ensuring timely completion of mandatory tests to align with compliance requirements.
- Closely work with Shared Services on ad-hoc data requests, lead monthly compliance calls with the client's team, and monitor data performance across multiple teams.
- Prepare and deliver detailed monthly and quarterly business control reports, and play a pivotal role in managing audits.
- Use my advanced skills in SQL and Tableau for data management and reporting to ensure accuracy and efficiency in all tasks.
Equity Research Analyst
Ats Share Broker Pvt Ltd
Bangalore
04.2022 - 07.2022
- Responsible for written coverage updates and research reports for security holdings within a specific sector.
- Actively pitch investment ideas with in-depth presentations highlighting catalysts, growth opportunities, and risks.
- Support findings with several types of DCF, DDM and multiple valuation models. Covering a wide range of securities within the Automobile
- Maintained database, including company profiles, financials, and offering information.
Deputy Manager
Kotak securities Ltd
Mumbai
07.2021 - 04.2022
- Provided top-notch financial advice to over 250 clients, fostering successful relationships with each one.
- Cross-selling financial products like bonds, mutual funds, activating dormant clients, brokerage generation by advising stocks as per client needs and risk appetite.
- Responsible for identifying customer needs, assessing their risk appetite, and providing them investment options.
- Creating daily MIS about performance regarding brokerage, intraday volume, and daily traded clients to Managers.
Relationship Manager
IIFL Securities Ltd
Mumbai
07.2019 - 07.2021
- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
- Sold financial products, including stocks, bonds, and mutual funds.
Equity Dealer
IIFL Securities ltd
Mumbai
10.2017 - 10.2018
- Managed client calls involving order placement and query handling.
- Meet all customer level guidelines, including service levels, handled time, and productivity. Cross-selling third-party products.
Education
Master in Data Science - Data Science & Analytics
Top Mentor
01-2024
Financial Risk Management - Finance And Risk Management
Global Association of Risk Professionals (Garp)
06-2023
Chartered Wealth Management - Finance & Wealth Management
American Academy of Financial Management
08-2016
Bachelor of Commerence - Accounting
K.J. Somaiya Collage
Mumbai05-2014
Skills
- Python (NumPy, Pandas, Scikit-learn, Keras, Seaborn & Matplotlib)
- Data Visualization (PowerBi & Tableau)
- SQL (MySQL)
- Data Analysis
- Risk Analysis
- Risk Management
- Financial Modelling & Analysis
- Proficient in MS Excel, Word & Powerpoint
Accomplishments
- Received a Value Award for exceptional performance in my role at eClerx Services Ltd
Timeline
Senior Analyst
eClerx Service Limited
08.2022 - Current
Equity Research Analyst
Ats Share Broker Pvt Ltd
04.2022 - 07.2022
Deputy Manager
Kotak securities Ltd
07.2021 - 04.2022
Relationship Manager
IIFL Securities Ltd
07.2019 - 07.2021
Equity Dealer
IIFL Securities ltd
10.2017 - 10.2018
Master in Data Science - Data Science & Analytics
Top Mentor
Financial Risk Management - Finance And Risk Management
Global Association of Risk Professionals (Garp)
Chartered Wealth Management - Finance & Wealth Management
American Academy of Financial Management
Bachelor of Commerence - Accounting
K.J. Somaiya Collage
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