Debangana Goswami
Melbourne
Summary
Dynamic and results-driven financial analyst with five years of comprehensive experience in equity trading, mutual fund advisory, and tax return support. Proven expertise in managing client portfolios, delivering personalized investment strategies, and improving operational efficiency. Well-versed in corporate finance trends, with a strong commitment to informed, data-driven decision-making. Recognized for building lasting client relationships and thriving in both independent and team-oriented roles.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Executive Director
Redolent Financial Broking Pvt. Ltd
Guwahati
11.2023 - Current
- Advised clients on tailored fund investments, resulting in a 30% increase in client satisfaction.
- Act as a mediator in streamlining the transmission process for shares and funds through process optimization, and ensuring proactive coordination among investors and shareholders.
- Maintained up-to-date knowledge of industry trends related to fund operations.
- Analyzed and reviewed fund financial statements, ensuring that investors received actionable insights into fund performance.
- Prepared and filed state income tax returns for individuals, ensuring accuracy and compliance with current tax laws.
- Contributed actively to board meetings, providing valuable insights for decision-making.
Equity Trader
Religare Broking Limited
Guwahati
02.2022 - Current
- Managed and optimized client investment portfolios, achieving 12% growth by leveraging real-time market insights.
- Organized and led investor support groups to promote knowledge sharing and financial literacy, resulting in a 35% increase in client retention.
- Maintained up-to-date knowledge of industry trends and providing strategic share trading recommendations aligned with current market conditions.
Operational Executive
Religare Broking Limited
Guwahati
12.2019 - 01.2022
- Collaborated with cross-functional teams to resolve operational challenges, increasing efficiency by 10%.
- Processed demat account-related services, including opening accounts and dematerialization/re-materialization of shares, with an 86% accuracy rate.
- Provided periodic Statements of Account (SOA) to mutual fund clients, enhancing client transparency and trust.
- Ensured compliance with KYC regulations, achieving 99% audit clearance rates.
Education
Post Graduate Diploma - Finance Management
MIT School of Distant Learning
Pune, India12-2024
Master in Commerce - Finance
S.N.D.T Women's University
Pune, India05-2018
Bachelor in Commerce - Finance
Gauhati University
Guwahati, India05-2016
Skills
- Portfolio management
- Tax preparation (ITR filing)
- Client relationship management
- Market research
- Trade execution (delivery and intraday)
- Equity trading
Certification
- Investment banking & capital market (NSE academy), 2019
- Equity Derivatives Certification Examination, 2025
- Mutual Fund Distributions Certification Examination, 2023
- GST practitioner (MSME - Technology Development Centre), 2021
- Perfect accountant (Tally ERP 9)
Languages
Assamese
First Language
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
References
Available upon request
Timeline
Executive Director
Redolent Financial Broking Pvt. Ltd
11.2023 - Current
Equity Trader
Religare Broking Limited
02.2022 - Current
Operational Executive
Religare Broking Limited
12.2019 - 01.2022
Post Graduate Diploma - Finance Management
MIT School of Distant Learning
Master in Commerce - Finance
S.N.D.T Women's University
Bachelor in Commerce - Finance
Gauhati University
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