Gaurav Bathija

• Accomplishments:
  Achieved ₹65 lakh in total sales over two quarters by strategically promoting financial products to a user base of 3,000+, driving product adoption and revenue growth.
  Built fixed-income securities products, financial ratios and analyses, and risk and return attribution for funds from scratch and a knowledge base to produce consistent and streamlined intelligence with the help of the team.
  
  Roles and Responsibilities:
  Business Development: Identified new business opportunities and partnerships to contribute to the expansion of the client base and revenue streams.
  Product Development and Enhancement: A pivotal role in the continuous improvement and innovation of financial products to satisfy market demands is played by over 10 solutions and verticals.
  Quality Assurance: Ensuring the high quality and reliability of the products and services through rigorous quality control measures.
  Customer Relationship Management: Building and nurturing strong relationships with the client base of over 3000 users, focusing on providing exceptional service and addressing their needs.
  Capital Market Research: Conducted in-depth research on equity, debt, and alternative instruments for product development initiatives.
  PMS, MF, ULIPs, and AIF AMC Onboarding and Research: Facilitating the onboarding process for various fund houses that manage 25+ trillion in assets and conducting research to support investment decisions.
  Recruitment: Actively involved in the recruitment process, sourcing and onboarding 5 talented out of 50 individuals to strengthen the team.
  Team Management: Supervised and mentored 5 employees, providing guidance and support to ensure their professional growth and productivity.
  Agreements and Addenda: Collaborated with 25+ stakeholders to negotiate and finalize agreements and addenda, ensuring compliance with regulatory requirements and business objectives.
  At Finalyca Technologies, I handle diverse roles: business development, product management, financial analysis, data analysis, quality assurance, client relationships, marketing, recruitment, and contract management. All aimed at company growth and delivering value to stakeholders and customers.

• Accomplishments:
  Valued a public company in a company-wide Winter Olympics event; placed 3rd.
  Demonstrated portfolio management skills in a mock stock market event, securing 3rd place.

Roles and Responsibilities:
Data Analysis: Extracted and analyzed thousands of models, providing insights into industries.
Financial Modeling: Created models to value companies and identify investment opportunities.
Investment Research: Assessed financial performance and potential of listed companies.
Collaboration: Enhanced data collection and AI systems with a 25-member team. Prepared reports and presentations on market trends and investment opportunities.

• Assisted in GST returns and prepared financial statements
• Managed 700 clients, filed tax returns, provided training, and developed relationships with 75 new clients, exceeding sales goals by 20%.