AISHWARYA BIRLA
Pursuing CFA
Pitampura
Summary
- B.Com (Hons) from Delhi University with a strong finance foundation subjects: Financial planning, Financial analysis, Financial reporting, Investment fundamentals.
- Currently pursuing CFA to deepen my financial expertise.
- Seeking roles in financial analysis, investment banking, and finance operations/audits. (Can Join Immidiately)
- Passionate about exploring finance and eager to learn and grow in the field.
Overview
3
3
years of professional experience
23
23
years of post-secondary education
Work History
Publisher Partnership and Monetization
Z1 Tech
07.2024 - Current
- To plan, strategize, and achieve the business targets, while being primarily focused on increasing revenues.
- Find prospective publishers and get them onboard with us.
Manage a robust pipeline and accurately forecast new business closure rate and revenue booked. - Manage presentations, build relationships, and negotiate contracts.
- Handling Revenue Dashboards of the Publishers.
Build long-term strategies for process improvement.
Grow existing relationships and open new avenues. - Oversee the existing Business Development team and take on the responsibility of work division.
- Provide support as needed, including reporting, data entry, presentation creation, strategic planning, and customer service as needed.
- Observe our leaders to acquire knowledge of methods, procedures, and standards required for the performance of departmental duties.
- Understand and stay current on industry trends, competitive landscape, and internal product development efforts.
Intern
Buddy Services Private Ltd.
3 2022 - 8 2022
- Assisted Management team in finance and HR related matters like keeping track of revenue and expenses, preparing statements for financial analysis, budgeting, and forecasting, and maintaining employee records
- Analyzed stocks of various nationalized banks and kept track of their performance over the previous ten years; identified top performers and investment potentials and submitted a list to management
- Conducted research on industry trends and market conditions to support investment decision making.
Intern
Agile Capital Services
01.2022 - 03.2022
- Underwent training in tax slabs and different kinds of insurance products; learnt techniques to convince potential clients to buy company's insurance products
- Gained experience in lead generation and sales
- Maintained records of sales and expenses in the Finance Departments.
Virtual HR Trainee
JP Morgan
09.2021
- Completed practical modules in: Give Constructive Feedback to Motivate, Change and Inspire; Learn about Lean Mindset and Practice Lean Principles to Improve Processes: Coach a Leader on Compensation and Benefit Approach
- Prepared content on a multitude of topics like trends in technology, entrepreneurial mindset, balanced investment approach, healthy living, social media marketing, etc.
Education
B.COM (Hons)
University of Delhi
04.2001 - 01.2024
12th CBSE(Commerce) - undefined
Lancer's Convent Senior Secondary (New Delhi)
10th CBSE (Commerce) - undefined
Lancer's Convent Senior Secondary (New Delhi)
Skills
Microsoft Office: Excel, Powerpoint
Positions Of Responsibility
- Nivesh (Finance Society - Keshav Mahavidyalaya, DU.), 12/2021 - 09/2022, Active Member & Treasurer; Participated in various events and trading competitions and handled society's budget., 1st position in intra-university competition in product building, management, presentation and revenue model, The Proffer House, Delhi College of Arts & Commerce, DU South Campus, April 2022, Organized intra college event for PAN India students, Arthvyavastha
- Bizworld (Commerce Society - Keshav Mahavidyalaya, DU.), 01/2021 - 12/2022, Active Member; Organized various intra college events and worked with the management team., Regular meetings and presentations on Hot topics such as blockchains, mining, Fed Fund rates and many more contributed to my knowledge and presentation skills.
Awards
- Won 1st prize for Debate on Renewable Energy Should Replace Fossil Fuels and for Best Presentation on the topic of Blockchains, Class 11, Lancer's Convent, New Delhi, 2020
- 1st position in intra-university competition in product building, management, presentation and revenue model, The Proffer House, Delhi College of Arts & Commerce, DU South Campus, April 2022
- Gained experience in financial analysis and presentation through participation in various case competitions such as Case-o-Pedia conducted by SRCC DU, Tesseract by IT (BHU) Varanasi, and Bet or Debt by SRCC DU, 2022
Languages
English
Bilingual or Proficient (C2)
Timeline
Publisher Partnership and Monetization
Z1 Tech
07.2024 - Current
Intern
Agile Capital Services
01.2022 - 03.2022
Virtual HR Trainee
JP Morgan
09.2021
B.COM (Hons)
University of Delhi
04.2001 - 01.2024
Intern
Buddy Services Private Ltd.
3 2022 - 8 2022
12th CBSE(Commerce) - undefined
Lancer's Convent Senior Secondary (New Delhi)
10th CBSE (Commerce) - undefined
Lancer's Convent Senior Secondary (New Delhi)
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