Dweep Bansal
Delhi
Summary
Finance professional with diverse experience in investment strategy and client relationship management across multiple financial firms. Demonstrated expertise in analyzing market trends and enhancing portfolio performance. Ready to contribute to success in a competitive financial landscape. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills.Loves learning new skills
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sales and warehouse Intern
AADHUNIK MARKETING
05.2025 - 06.2025
- Assisted in organizing inventory for efficient warehouse operations.
- Conducted regular stock checks to monitor inventory levels accurately.
- Followed established protocols for handling hazardous materials safely.
- Dispatched orders accurately and efficiently according to customer requirements.
- Assisted sales team in preparing product presentations and promotional materials.
- Collaborated with marketing to execute social media campaigns and promotions.
Finance Intern
SARVAM & ASSOCIATES
06.2024 - 08.2024
- Supported tax preparation and filing processes for clients, ensuring compliance with regulations.
- Analyzed financial data to enhance decision-making and reporting accuracy.
- Maintained organized documentation of financial transactions for efficient record-keeping.
- Advised clients on capital gains, losses, and trends in financial markets.
Financial Services Representative
NIKUNJ STOCK BROKER
06.2023 - 08.2023
- Managed client relationships to provide tailored investment strategies.
- Recommended stocks aligned with clients' financial goals and market trends.
- Allocated assets according to risk and reward profiles, optimizing portfolio performance.
- Organized files and maintained databases for efficient information retrieval.
Education
CFA L1 Candidate - Financial Analysis
CFA Institute
08-2026
Global Financial Markets Program -
Bombay Stock Exchange
12-2025
Bachelor's of Vocational Studies - Accounting and Finance
Dr. B.R. Ambedkar University
Delhi01.2025
Higher Senior Secondary Education - PCM
St. Xavier's Senior Secondary School
Delhi01.2022
Secondary Education -
Rosary Senior Secondary School
Delhi01.2020
Skills
- Investment strategy and financial analysis
- Market research
- Excel proficiency
- Inventory management
- Effective communication
- Client relationship management
- Problem solving
- Document organization
Certification
*NISM Series VIII - Equity Derivatives, National Institute of Securities Markets (NISM)
*NISM Series V-A - Mutual Fund Distributors, National Institute of Securities Markets (NISM)
*Business Development Executive - Tata Strive (TATA GROUP)
*Accounts Assistant - BFSI, Sector Skill Council of India (NCVET)
*AI Bootcamp (Python), National Institute of Electronics & Information Technology (NIELIT)
*NISM Series V-A - Mutual Fund Distributors, National Institute of Securities Markets (NISM)
*Business Development Executive - Tata Strive (TATA GROUP)
*Accounts Assistant - BFSI, Sector Skill Council of India (NCVET)
*AI Bootcamp (Python), National Institute of Electronics & Information Technology (NIELIT)
Languages
German
Beginner (A1)
A1
Hindi
Upper Intermediate (B2)
B2
English
Intermediate (B1)
B1
Timeline
Sales and warehouse Intern
AADHUNIK MARKETING
05.2025 - 06.2025
Finance Intern
SARVAM & ASSOCIATES
06.2024 - 08.2024
Financial Services Representative
NIKUNJ STOCK BROKER
06.2023 - 08.2023
CFA L1 Candidate - Financial Analysis
CFA Institute
Global Financial Markets Program -
Bombay Stock Exchange
Bachelor's of Vocational Studies - Accounting and Finance
Dr. B.R. Ambedkar University
Higher Senior Secondary Education - PCM
St. Xavier's Senior Secondary School
Secondary Education -
Rosary Senior Secondary School