Summary
Overview
Work History
Education
Skills
Websites
Languages
Certifications
Hobbies and Interests
Personal Information
Timeline
Generic

Diviz Marri

Pune

Summary

Financial professional prepared to excel in managing client relationships and delivering customized financial strategies. Proven ability to enhance client satisfaction and foster long-term partnerships. Known for collaborative approach and flexibility in dynamic environments, emphasizing relationship-building and problem-solving skills.

Overview

2
2
years of professional experience

Work History

Preferred Relationship Manager

HDFC Bank
07.2024 - 11.2024
  • Managed a portfolio of high-net-worth clients, increasing client retention through personalized financial solutions and proactive engagement.
  • Financial Planning, Wealth Management, Investment Advisory, Client Relationship Management, Portfolio Management, Cross-Selling, CRM Software, Risk Assessment.

Sales and Finance Intern

Tetrahedron Manufacturing Services
04.2023 - 06.2023
  • Worked as a sales intern for the DOJO vertical of the company. Wherein, intensive cold calling was done to explain manufacturing companies regarding about our DOJO services.
  • Valued the company using different valuation techniques however predominantly used the discounted cash flow method using appropriate weighted cost of capital (WACC).

Education

MBA - International Business (Finance)

Symbiosis Institute of International Business
Pune
04.2024

Bachelor of Business Administration - Finance

Amity Global Business School
07.2020

Skills

  • Financial Risk Management
  • Financial Statement Analysis
  • Valuation Techniques
  • Financial Modeling
  • Budgeting
  • Analytical skill

Languages

English
Telugu
Hindi
Konkani

Certifications

  • EY CAFTA- Financial Risk Management, Learned about different types of Financial and Non-Financial risks. Also dwelled on ways to mitigate financial risks by using both quantitative and qualitative methods.
  • Project Valuation and Capital Budgeting Process, University of Boulder, Learned how to value projects and decide which projects would be profitable. Gained insights on Project selection techniques like NPV, IRR, Payback Period.
  • Introduction to Capital Markets, Learned about capital markets, sell-side and buy-side operations, and gained insights into sell-side and buy-side functions, enhancing my ability to analyze financial markets.
  • The Language and tools of financial analysis, University of Illinois, Dwelled into analysis financial statement and gained insights on different kinds of financial ratios while learning the time value of money.

Hobbies and Interests

  • Cricket
  • Football
  • Reading books
  • Playing video games

Personal Information

Date of Birth: 01/08/99

Timeline

Preferred Relationship Manager

HDFC Bank
07.2024 - 11.2024

Sales and Finance Intern

Tetrahedron Manufacturing Services
04.2023 - 06.2023

Bachelor of Business Administration - Finance

Amity Global Business School

MBA - International Business (Finance)

Symbiosis Institute of International Business
Diviz Marri