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Aspiring Finance professional and CFA Level II candidate with a solid academic background in investments, valuation, and financial markets. Passionate about portfolio management, mutual fund analysis, and strategic financial planning, with proven leadership and teamwork experience through volunteering and club service initiatives. Strong analytical skills and attention to detail drive commitment to delivering results in fast-paced financial environments. Eager to contribute to team success while pursuing ongoing professional development in finance.

Seasoned private banker with 23 years of experience across Citibank and Axis Bank, with deep expertise in private banking segment. Proven track record in managing HNI and UHNI client relationships, delivering holistic wealth solutions, and building long-term, trust-based partnerships. Recognized multiple times for outstanding performance through the Regional Chairman's Council (RCC) awards, and selected for international training at NUS Singapore. Known for strong compliance discipline, consistently high NPS scores, and a client-first approach. Seasoned Private Banker with a solid background in providing high net worth clients with personalized financial services. Possess strong skills in wealth management, portfolio growth strategies, and relationship building. Proven track record of developing new business opportunities and fostering client loyalty. Demonstrated ability to deliver top-level customer service while maintaining strict compliance with banking regulations and standards.

Learning & Development leader with over 16 years of experience in enhancing organizational performance through strategic initiatives. Demonstrated success in leading high-performing teams, managing budgets, and utilizing technology to improve learning outcomes. Expertise includes needs analysis, curriculum design, program delivery, assessment, and continuous improvement. Skilled in coaching, talent management, e-learning administration, and vendor management, with a focus on fostering a culture of continuous learning and achieving measurable business results.

Over twenty years of experience, with ten years performed at the management level or above, in positions including Assistant General Manager, Controller, Human Resources Director, Operations Manager, Revenue Manager, Manager- in- Training. Dedicated Hotel General Manager, providing clients with the highest degree of hospitality and customer service by ensuring that facilities meet and exceed expectations. Strong leader possessing outstanding work ethic and integrity, always dedicated to meeting budget and meticulously documenting financials. Manages by leading and showing staff the rewards of pushing past their own expectations to provide the best work possible. Championed three renovations, including one new opening. Higher education. (Diploma in Bookkeeper) and proficiencies in generally accepted accounting practices (GAAP) as well as MS Office Suite, Great Plains software, QuickBooks Desktop & Online, People Soft, ERP/EDI systems and SAP.

Chirag Khandelwal

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Finance Intern

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PGDM - Finance with Financial Analytics & Investment Management

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XII Standard, CBSE - Commerce

X Standard - CBSE - undefined

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Finance Intern

BBA - undefined

XII Standard, CBSE - Commerce

X Standard - CBSE - undefined

PGDM - Finance with Financial Analytics & Investment Management

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