Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Gaurav Sethi

Financial Analyst
New Delhi

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

1
1
year of professional experience
3
3
years of post-secondary education
3
3
Certificates

Work History

Wealth Management Associate

Finogent Solutions LLP
New Delhi
03.2022 - 08.2022
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Prepared variety of different written communications, reports and documents.

Equity Research Intern

GS analytics
New Delhi
01.2022 - 03.2022
  • Analyzed information to determine viability and rebalance portfolio.
  • Developed and deepened client relationships to cement profitable partnerships.
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
  • Created several financial models for buy and sell recommendations.
  • Developed reports for clients outlining statistical data points.
  • Valued and priced securities and companies based on historical, current and forecasted information.
  • Created and maintained precise and accurate models, charts and reports.

Business Development Representative

HDB Financial Services
New Delhi
07.2020 - 05.2021
  • Communicated with local organizations to build networks and develop leads.
  • Tracked weekly sales to develop corrective action planning reports.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
  • Improved bottom-line profitability by growing customer base and capitalizing on upsell opportunities.
  • Fostered positive and trusting client relationship and professional reputation for meeting and exceeding objectives.
  • Met with current clients to assess needs and develop improvement plans.

Education

BBA - Business Management

Guru Gobind Singh Indraprastha University
New Delhi
08.2016 - 08.2019

Skills

Financial planning

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Certification

CFA - Certified Financial Analyst Level 1

Timeline

Wealth Management Associate

Finogent Solutions LLP
03.2022 - 08.2022

Equity Research Intern

GS analytics
01.2022 - 03.2022

Business Development Representative

HDB Financial Services
07.2020 - 05.2021

BBA - Business Management

Guru Gobind Singh Indraprastha University
08.2016 - 08.2019

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Gaurav SethiFinancial Analyst