BITTU RANI
Sec 40 Gurgaon Haryana
Summary
Dedicated and analytical professional with nearly 4 years of experience in equity market and B2B management. Currently serving as Deputy Manager at a leading share market firm. Possesses a strong skill set in financial analysis, market research, and valuation, enabling the identification of high-potential investment opportunities. Adept at managing B2B franchise operations, driving business growth, and developing strategic partnerships. Proficient in financial modeling, forecasting, and delivering data-driven insights to support informed decision-making. Demonstrates exceptional communication, leadership, and client relationship management skills, contributing to the success and profitability of the organization.
Overview
3
3
years of professional experience
3
3
Certification
Work History
Deputy Manager
Grm Bulls and Bonds Pvt Ltd
2023.06 - Current
B2B Franchise Management:
- Franchise Development: Onboard new franchise partners, aligning with company goals.
- Relationship Building: Strengthen and support existing franchise partnerships.
- Performance Monitoring: Assess and enhance franchise growth and profitability.
- Training: Conduct training on company policies, products, and market strategies.
- Sales Growth: Successfully drove business growth by generating 100% of revenue target within 4 months.
Portfolio Advisory for Sub-Broker Clients:
- Client Consultation: Provide tailored portfolio advice based on client goals.
- Investment Strategy: Develop strategies using market research and analysis.
- Market Updates: Deliver regular insights on market conditions and opportunities.
- Compliance: Ensure advisory services meet regulatory standards and maintain records.
Associate
Incredible Management Services
2021.11 - 2023.04
- Guidance & Support: Assist merchants with KYC requirements and issue resolution.
- Status Updates: Provide customers with regular KYC verification updates.
- Collaboration: Coordinate with sales, compliance, and operations for smooth onboarding.
- "Managed around 30 daily incoming calls, emails, and faxes from customers."
- Developed and maintained strong relationships with key clients to ensure high levels of satisfaction.
- Improved reporting accuracy, implementing new data management system.
Business Partner
MOFSL
2021.07 - 2021.12
Client Management:
- Onboarding: Identify and onboard clients for trading and investment opportunities.
- Relationship Management: Maintain strong client relationships with personalized support.
- Market Monitoring: Provide insights on market trends, news, and financial reports.
- KYC Compliance: Ensure all client documentation meets KYC regulations.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Developed and maintained strong relationships with key stakeholders for improved collaboration and strategic alignment.
Education
Master of Commerce - Commerce
Maharishi Dayanand University Rohtak
Haryana, India05.2019
Bachelor of Commerce - Commerce
Govt Collage of MDU ROHTAK
Meham, Rohtak, Haryana05.2017
Skills
- Onboarding and Orientation
- Revenue Forecasting
- Training and Development
- Business Analysis and Reporting
- Technical Proficiency
- Managing Operations and Efficiency
- Documentation And Reporting
- MS Office
- Teamwork and Collaboration
- Meeting facilitation
- Business Development
- Customer Relationship Management (CRM)
Skills
Key Skills
- Financial Analysis: Interpreting financial statements and ratios to assess company health.
- Valuation Techniques: Proficient in DCF, CCA, and precedent transactions.
- Industry Knowledge: Deep understanding of specific sectors and trends.
- Economic & Market Analysis: Analyzing macroeconomic factors and market impacts.
- Financial Modeling: Building and analyzing financial models in Excel.
- Investment Research: Conducting thorough company research and analysis.
- Communication: Strong written and verbal skills for clear investment recommendations.
- Critical Thinking: Identifying opportunities/risks and proposing strategies.
- Attention to Detail: Ensuring accuracy in financial data and reports.
- Ethical Standards: Committed to industry regulations and best practices.
- Teamwork: Collaborative with analysts and portfolio managers.
Accomplishments
- Star of The Year,"Incredible Management services - (2022)
- Employee of The month," Grm Gulls and Bonds Pvt Ltd - (2023)
Certification
- NISM Research Analyst Series XV
- NISM Equity Derivatives Series VIII
- NISM Portfolio Management Services Series XXI
- Basic Computer and tally ERP9
Timeline
Deputy Manager
Grm Bulls and Bonds Pvt Ltd
2023.06 - Current
Associate
Incredible Management Services
2021.11 - 2023.04
Business Partner
MOFSL
2021.07 - 2021.12
Master of Commerce - Commerce
Maharishi Dayanand University Rohtak
Bachelor of Commerce - Commerce
Govt Collage of MDU ROHTAK
- NISM Research Analyst Series XV
- NISM Equity Derivatives Series VIII
- NISM Portfolio Management Services Series XXI
- Basic Computer and tally ERP9
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