ANUSHKA CHOUDHARY
Mumbai
Summary
Results-driven Equity Dealer and Portfolio Manager with proven expertise in client acquisition, trade execution, and portfolio management. Skilled in managing investments across equity and derivative markets with a strong focus on maximizing returns and minimizing risk. Demonstrates strong teamwork, problem- solving, and time-management skills.
Overview
1
1
year of professional experience
Work History
Assistant Manager
Aditya birla money limited
Mumbai
02.2025 - Current
- Manage client portfolios, executing equity and derivative trades on their behalf across short-term and long-term horizons.
- Acquire and onboard new clients by understanding their investment goals and risk profiles.
- Monitor market trends and news to provide timely investment advice and risk management strategies.
- Build strong client relationships through consistent communication, performance reporting, and portfolio reviews.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Supervised daily operations including scheduling shifts, assigning duties.
- Established processes for monitoring customer satisfaction
- Monitored market trends and identified potential trades for consideration by traders.
- Executed trades on behalf of clients in accordance with their instructions.
- Provided timely updates and reports on the performance of clients' portfolios.
- Identified areas of improvement within existing trading processes and recommended solutions.
- Assessed current market trends to anticipate future changes in stock prices.
Volunteer
Making a Difference
06.2024 - 07.2024
- Enhanced local environment through regular neighborhood cleanups and beautification projects.
- Supported 4 underprivileged families with distribution of essential supplies, improving their living conditions.
- Managed 3 food drives that collected nutritious meals for those facing food insecurity within community.
Finance Intern
TATA Capital
Mumbai
04.2024 - 04.2024
- Conducted thorough research on the education loan offerings by various NBFCs, including product features, interest rates, and eligibility criteria.
- Analyze market trends and consumer behavior related to education loans.
- Collaborated with senior stakeholders in strategic decision-making by providing detailed financial analysis.
- Evaluate the regulatory environment and its impact on NBFCs in the education financing space.
- Collect and interpret data through surveys, discussions, and secondary research to identify customer needs and preferences.
- Prepare comprehensive reports and presentations that synthesize research findings and highlight actionable insights.
- Collaborate with team members to develop strategies for enhancing education loan products and services.
- Monitor industry news and trends to stay informed about changes affecting the NBFC education loan market.
Volunteer
The Geostrata
04.2024 - 04.2024
- Provided food and fresh water to stray dogs in designated areas.
- Maintained accurate records of feeding activities, including the number of dogs fed, types of food provided, and any notable observations.
- Equip stray dogs with reflective collars designed to enhance their visibility at night and help drivers recognize them on the roads.
- Educated drivers and pedestrians about the significance of reflective collars for stray dogs and the potential hazards of not noticing them at night.
- Improved community engagement by organizing and leading volunteer initiatives.
Education
BBA - Finance and Marketing, Economics
Amity University
Mumbai04.2025
High School - Commerce
Ann Mary School
Dehradun, Uttarakhand03.2022
Skills
- Time Management
- Communication
- Adaptability
- Teamwork
- Interpersonal Skills
- Problem-Solving
- Community Engagement
- Leadership
- MS Office (Excel, PowerPoint)
- Financial Analysis
- Market Research
- Data Interpretation
- Report and Presentation Preparation
- Event Management
- Financial analysis
- Market research
Accomplishments
- Second Position, Inter-House Debate competition (2018-2019)
- Successfully drove the Campus Binge program initiative for freshers.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Utilized PowerPoint presentation to present research to Senior Stakeholders.
- Certificates from Mathematics and English Olympiads.
- Won Inter-school Chess competitions.
- Won Inter-School Badminton and Cricket Tournament.
- Participated in an Inter-school Debate.
- Facilitated campus cleaning and plantation drive at Lacchiwala, Dehradun.
- Facilitated events to raise visibility of organization.
- Supported campus events to increase student engagement and promote campus-wide initiatives.
- Played key role in implementing new initiatives aimed at enhancing overall college experience for students by serving on various planning committees and task forces.
- Achieved 1.2k followers surpassing initial goals and contributing to increased brand visibility and engagement.
- Generated visibility through targeted campaigns and community-building efforts.
- Created informative and entertaining posts for client's Twitter, Facebook, and Instagram pages.
- Responded to comments, posts, and questions from various channels under supervision of Community Leader.
Disclaimer
I hereby declare that the information provided in this resume is true to the best of my knowledge and belief.
Personal Information
- Date of Birth: 03/16/04
- Marital Status: Single
Timeline
Assistant Manager
Aditya birla money limited
02.2025 - Current
Volunteer
Making a Difference
06.2024 - 07.2024
Finance Intern
TATA Capital
04.2024 - 04.2024
Volunteer
The Geostrata
04.2024 - 04.2024
BBA - Finance and Marketing, Economics
Amity University
High School - Commerce
Ann Mary School