Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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Bhawana Bihani

Chartered Accountant
Jaipur, Rajasthan

Summary

A Chartered Accountant who cleared CA Final Group 2 in May'22 and Group 1 back in Dec'21. Persuing CFA and had also completed Masters in Human Resource Management and Bachelor in Commerce from University of Rajasthan. And has also cleared NISM Series VIII: Equity Derivative Certification Examination.

A confident person who delivers work with passion and sincerity.

Always curious to gain knowledge related to Finance, Business, Investment Banking, Corporate Finance, Investment and Portfolio Management, Equity and Derivatives.

A self motivated individual who loves to explore new things and learn from it, is a firm believer in "Together we learn and grow".

Overview

1
1
Certificate
2
2
Languages
6
6
years of professional experience
12
12
years of post-secondary education

Work History

Business Manager

Motilal Oswal Financial Services Ltd.
Jaipur, Rajasthan
11.2019 - Current
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Met with clients to generate new business and negotiate contracts.
  • Reached out to potential customers via telephone, email and in-person inquiries.
  • Performed database management and analysis of business functions and processes.
  • Improved employee and client retention rates through active communication and problem-solving efforts.

Articleship Trainee

Soni Amit & Co
Jaipur, Rajasthan
10.2016 - 10.2019

Worked in the field of tax returns and statutory audits.

Clients handled:

  • Rajasthan University
  • Kshitz Propcon Pvt. Ltd.
  • Unicorn Dream Homes
  • Shree Premsukh Rolling Mills Pvt. Ltd.
  • Western India Nature Tours Pvt Ltd.

Preparing certificates, future projections in consultation with client.

Project financing of clients which encompasses preparing project report and getting loan sanctioned for the client.

Analysis of draft financial statement and notes to accounts.

GST audit

Education

Chartered Accountancy -

Institute of Chartered Accountants of India
Jaipur, Rajasthan
05.2015 - 05.2022

Masters in Human Resource Management -

University of Rajasthan
Jaipur, Rajasthan
07.2018 - 06.2020

Bachelor of Commerce -

University of Rajasthan
Jaipur, Rajasthan
07.2015 - 06.2018

Level I Candidate -

CFA Institute
07.2022 - Current

Skills

    Communication skill

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Certification

National Institute of Securities Market Series VIII: Equity Derivative

Interests

Stock Market

Digital Marketing

Photoshop

Travelling

Writing

Timeline

Level I Candidate -

CFA Institute
07.2022 - Current

Business Manager

Motilal Oswal Financial Services Ltd.
11.2019 - Current

Masters in Human Resource Management -

University of Rajasthan
07.2018 - 06.2020

Articleship Trainee

Soni Amit & Co
10.2016 - 10.2019

Bachelor of Commerce -

University of Rajasthan
07.2015 - 06.2018

Chartered Accountancy -

Institute of Chartered Accountants of India
05.2015 - 05.2022
Bhawana BihaniChartered Accountant