Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

ASMIT PATEL

Management trainee
ASMIT PATEL

Summary

Developed strong analytical and problem-solving skills in fast-paced financial environment, with focus on data-driven decision-making. Gained expertise in financial modeling and reporting, along with deep understanding of market trends. Seeking to transition into new field where these transferable skills can drive impactful results.

Overview

3
years of professional experience
7
Certifications
2
Languages

Work History

Go Digit General Insurance Ltd

Business Analyst
04.2025 - Current

Job overview

  • Facilitated communication between technology teams and business stakeholders to ensure strategic alignment.
  • Defined end-to-end customer journeys to enhance user experience and business outcomes.
  • Identified and executed opportunities that integrated business objectives with technological capabilities.

LIC Housing Finance Limited

Summer Intern
04.2024 - 06.2024

Job overview

  • Input loan application details into the company's database, ensuring all information is accurate and up-to-date.
  • Support the processing of loan disbursements, ensuring adherence to company policies and guidelines.
  • Directed financial data analysis to craft and implement effective debt restructuring proposals.
  • Managed Client interactions, Addressing queries and delivering detailed information on loan products and services.

Finlatics

Equity Market Analyst
04.2024 - 06.2024

Job overview

  • Conducted comprehensive analysis and comparative ratio analysis of equity markets to identify investment opportunities.
  • Implemented strategies in simulated environments to assess performance and risk.
  • Evaluate the risks associated with various equity and derivative strategies and propose risk mitigation techniques.
  • Analyzed market conditions and economic indicators to optimize asset allocation decisions for enhanced portfolio performance.

Jodhpur wala Restaurant & Lounge

Manager
07.2022 - 04.2023

Job overview

  • Managed all payment transactions and finances for the restaurant, including payroll and check deliveries.
  • Developed and executed promotional campaigns across social media platforms, including ads and posts.

Education

Symbiosis Institute of Business Management
Bengaluru, India

MBA from Finance
04.2001

University Overview

6.76 CGPA

CFA LEVEL 1 Cleared

CFA from Finance
04.2001 - 01.2025

University Overview

1760/1900

Madhav Institute of Technology And Science
Gwalior

B.Tech from Information Technology
08.2018 - 06.2022

University Overview

7.14 CGPA

Skills

Research and data analysis

Certification

Financial Markets, Coursera, 2023

Timeline

Business Analyst

Go Digit General Insurance Ltd
04.2025 - Current

Summer Intern

LIC Housing Finance Limited
04.2024 - 06.2024

Equity Market Analyst

Finlatics
04.2024 - 06.2024

Manager

Jodhpur wala Restaurant & Lounge
07.2022 - 04.2023

Madhav Institute of Technology And Science

B.Tech from Information Technology
08.2018 - 06.2022

Symbiosis Institute of Business Management

MBA from Finance
04.2001

CFA LEVEL 1 Cleared

CFA from Finance
04.2001 - 01.2025
ASMIT PATELManagement trainee