Summary
Overview
Work History
Education
Skills
Certification
Interests
Software
Timeline
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Amandeep Ravish

Amandeep Ravish

Financial Analyst
New Delhi

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

8
8
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work History

Financial Analyst

Bank of America Continuum
New Delhi
08.2019 - Current
  • Managed, tracked and monitored financial updates, watch lists and Model Portfolios.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue and profitability forecasts.
  • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
  • Promoted successful investment plans with well-organized and smooth presentations.

Assistant Manager Financial Planning

HFI Wealth Creators Pvt Ltd
New Delhi
02.2017 - 07.2019
  • Prepare Financial and Investment plans for individuals to meet to their financial goals.
  • Conducted research, gathered information from multiple sources and presented results.
  • Managed a team of more then 8 financial planners and trained them by providing financial knowledge.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

Education

MBA - Financial Planning

University of Mysore
International College Of Financial Planning Delhi
08.2015 - 06.2017

Bachelor of Science - Computer Applications

Manav Bharati University
Solan
07.2010 - 06.2013

Skills

    Financial and operational reporting

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Certification

Certified Financial Planner CFP

Interests

Playing Outdoor sports preferably Cricket and Badminton

Software

MS Office

Bloomberg

Morning Star

Timeline

Certified Financial Planner CFP

03-2020

Financial Analyst

Bank of America Continuum
08.2019 - Current

Assistant Manager Financial Planning

HFI Wealth Creators Pvt Ltd
02.2017 - 07.2019

MBA - Financial Planning

University of Mysore
08.2015 - 06.2017

Bachelor of Science - Computer Applications

Manav Bharati University
07.2010 - 06.2013
Amandeep RavishFinancial Analyst