Bunty Gurjar
Stock Broker
Halol
Summary
Dynamic finance professional with experience as a Finance Intern at Sharekhan, excelling in financial analysis and strategic planning. Proven ability to enhance reporting accuracy and optimize cash management practices. Strong communicator and collaborator, adept at building client relationships and providing valuable insights for informed decision-making. Finance professional with practical experience in financial analysis and reporting. Known for strong teamwork and flexibility in dynamic environments, contributing to budget preparation and financial forecasting. Reliable with focus on achieving results, proficient in MS Excel and financial software.
Overview
4
4
years of professional experience
2
2
years of post-secondary education
2
2
Certifications
Work History
POWER BROKER
SAMCO SECURITIES
SIKAR
02.2024 - Current
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Utilized advanced technology tools to streamline operations and improve efficiency within the brokerage team.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
- Analyzed potential investment opportunities using comprehensive research methods to provide valuable insights to clients.
- Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns.
- Optimized client investment strategies to mitigate risks, leveraging in-depth analysis of economic indicators and market trends.
- Exceeded sales targets by developing and maintaining strong relationships with clients and understanding their investment needs.
- Discussed financial options with clients and provided informed suggestions.
Finance Intern
Sharekhan
HALOL
03.2021 - Current
- Prepared and posted financial journal entries using technically relevant software.
- Supported organizational account management duties under direct supervision.
- Developed strong relationships with clients through effective communication, fostering trust and satisfaction.
- Collaborated with team members on financial projects, resulting in more efficient workflows and timely completion.
- Reviewed expense reports for accuracy, ensuring compliance with company policies and procedures.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Managed sensitive information responsibly, maintaining strict confidentiality standards.
- Analyzed financial statements to identify trends and provide valuable insights for decision-making.
- Reviewed statements with staff accountants to inform corporate and individual financial planning.
- Researched accounting issues and proposed solutions to avoid repeat occurrences.
- Drafted financial reports to support comprehensive investigations.
- Prepared comprehensive forecasting reports for senior leadership as necessary.
- Monitored revenue, risk and capital allocations for financial transparency and balance.
- Implemented system for tracking payments on projects and contracts.
- Aided constructive forecasting by assisting with financial model development.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Drafted reports on stock and bond health for periodic client communications.
- Improved accuracy of financial reports by meticulously reconciling account discrepancies.
- Assisted in developing risk management policies, minimizing potential financial losses.
- Supported finance team in negotiating terms with vendors, achieving cost savings.
- Optimized cash management practices, ensuring liquidity for operational needs.
- Supported financial forecasting efforts, enhancing accuracy of budget allocations.
- Streamlined expense tracking for improved financial oversight.
- Assisted in creation of financial models for new business opportunities, supporting growth initiatives.
- Conducted in-depth market research, contributing to informed investment decisions.
- Analyzed financial data to identify trends, aiding in forecasting process.
- Developed and maintained database of financial records for clients.
- Provided strategic financial advice to senior management and stakeholders.
Education
Some College (No Degree) - Finance
BOSTON UNIVERSITY
SHIVAJI NAGAR , PUNE 03.2025 - Current
Bachelor of Science - PCM
SHRI KHAUSHALDAS UNIVERSITY
Hanumangarh 07.2021 - 04.2023
Skills
Financial Management
Investment principles
Data analysis
Cash flow management
Loan and grant knowledge
Excellent Communication
Teamwork and Collaboration
Multitasking Abilities
Analytical and Critical Thinking
Financial aid applications
Project Management
Data evaluation
Financial analysis and reporting
Cash handling expertise
Business Development
Cost control and reduction
Budgeting
Compliance risk management
Equity derivatives
Hedging service expertise
Certification
Orderflow analysis
Timeline
Some College (No Degree) - Finance
BOSTON UNIVERSITY
03.2025 - Current
Orderflow analysis
01-2025
POWER BROKER
SAMCO SECURITIES
02.2024 - Current
Bachelor of Science - PCM
SHRI KHAUSHALDAS UNIVERSITY
07.2021 - 04.2023
Finance Intern
Sharekhan
03.2021 - Current
Technical analyst by Boomingbulls academy
03-2021
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