Ayush Patni
Mumbai
Summary
Dynamic professional with a proven track record at Trustwell Management Consulting, excelling in client acquisition and investor relations. Expertise in Zoho CRM and advanced financial analysis, securing high-value clients and closing deals exceeding 300,000. Strong communication and negotiation skills drive revenue growth and enhance client engagement.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Management Trainee - (Associate Vice President)
Trustwell Management Consulting & Services LLP
04.2025 - Current
- Lead client acquisition and outreach in proxy solicitation and investor relations.
- Use Zoho CRM, Rocket Reach, and LinkedIn to generate leads and schedule 10–12 client meetings monthly with Company Secretaries or Decision Makers.
- Closed Deals worth 300,000+ and contributed to deals exceeding 1 Crore with players like OLA Electric, TVS Motors, IDFC First Bank, Zee Entertainment.
- Getting in touch with FII's like Vanguard, Blackrock, State Street, Dimensional and DII's to enhance voting participation.
- Secured high value clients like TVS Group, Siemens, Josts Engineering, GE Power, supporting steady revenue growth.
- Preparation of Proposal Decks, Engagement letters and Invoicing, also designing marketing brochure for Institutional Investors.
- Speaking with HNI's and UHNI's for Pre - IPO opportunities.
Accounting and Sales Associate
Adam Global Auditing and Accounting, CSP
10.2024 - 02.2025
- Completed successfully 8 VAT filings and prepared their VAT summary sheet and Backlog accounting for clients
- Successfully took 4 clients on board within 4 months worth AED 22000
- Handling leads (first point of conversation) for company
- Devised some great marketing and business set up packages for the company , which increased the revenue of the team by 2% extra
Article Trainee
GKR & Associates
04.2023 - 07.2023
Working as GST and EXIM article for CIPLA Ltd
Assistance in preparation of reports and filing of GST returns
Supported audit procedures including financial statement preparation and compliance checks
Assisted in preparation of reports and documents required for regulatory compliance
Education
Masters of Global Business (Finance) - Finance
10-2024
Recipient of Deans List, Term 1
- IBR (Term 1 and Term 2) - Bridging the capital and digital infrastructure gap to stimulate forex analysis in London vis a vis India - In depth analysis of capital markets and digital infrastructure in India and London and provided with measures for reducing the volatility in forex markets.
- IBR(Term 3) Role of Artificial Intelligence in enhancing Risk management for a Bank(Bank Citibank) - Led a team to explore the integration of AI in risk assessment in banks and what are the financial implications.
Bachelor of Commerce - Commerce
03-2023
Skills
Advanced Excel
GST and VAT filing
Sales Force
Zoho CRM
Financial Analysis
Quantitaive Analysis
Tablu and Power BI
Communication Fluency
Negotiation
Consumer relations
Data Cleaning and Analysis
Cold Calling and Follow up, Mass emailing
Accomplishments
Cleared CA Foundation and CA Intermediate (Group 1)
National Level Swimming Championship, DPS
Head of Student Council, DPS
IIMUN Summits - Verbal mention (Sahara)
Certification
IT Certificate, ICAI, 2020
OT Certificate, ICAI, 2020
Advanced excel, Coursera, 2023
Blue Ocean Strategy Simulation
International Business Strategy, Capstone
Fundaments of Quantitative modeling, Coursera 2025
Timeline
Management Trainee - (Associate Vice President) - Trustwell Management Consulting & Services LLP
04.2025 - Current
Accounting and Sales Associate - Adam Global Auditing and Accounting, CSP
10.2024 - 02.2025
Article Trainee - GKR & Associates
04.2023 - 07.2023
SP Jain School of Global Management (Singapore - London - Du - Masters of Global Business (Finance), Finance
Kishanchand Chellaram, College(HSNCU) - Bachelor of Commerce, Commerce