Overview
Work History
Education
Skills
Certification
VIRUTAL INTERSHIP
Timeline

Gaurav Soni

Indore

Overview

2
2
years of professional experience
1
1
Certification

Work History

Assistant Financial Analyst

Shri Ram Life Insurance Company
08.2021 - 09.2021
  • During this internship I have learned about basic of insurance,finance,stock market,portfolio management
  • Prepared detailed reports on financial status of clients' investments.
  • Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
  • Created financial strategies to optimize portfolio performance and reduce risk.

Business Development Trainee

Basil Infotech
INDORE
10.2021 - 11.2021
  • Created presentations to attract new business opportunities.
  • Maintained a database of existing customers and prospective leads.
  • Conducted research on industry trends, competitor activities, and customer needs.
  • Developed and implemented strategies to increase sales and market share.
  • Identified potential clients, built relationships, and negotiated contracts.

Business Analyst

HOMEOSPHERE
Gurugram
02.2022 - 05.2022
  • Developed business requirements documents for software development projects.
  • Analyzed data to identify trends and develop insights for senior management.
  • Performed gap analysis between current state and desired future state of business processes.
  • Communicated with customers, competitors and suppliers to stay abreast of industry or business trends.

Business Development Manager

PRATAP PIPE ENTERPRISES
INDORE
08.2022 - 08.2023
  • Developed strategic partnerships with vendors and suppliers to ensure cost efficiency.
  • Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
  • Maintained open and ongoing communication with clients to meet needs and expectations.
  • Supported sales team members to drive growth and development.
  • Conducted market research and reported on competitors.
  • Coordinated Daily Field Reports (DFRs) and distributed to clients.

Education

Secondary School -

Mount Litera Zee School
01.2019
Percentage: 60%

Higher Secondary School -

Mount Litera Zee School
01.2021
Percentage: 61%

BBA - BFSI (BANK,FINANCE,SERVICE,INSURANCE)

Symbiosis University of Applied Sciences, INDORE,INDIA
08.2022
  • GPA: 7.7
  • Member Of Stock Market Club
  • Member Of Cryptocurrencies Club

Skills

  • Business Development
  • Investment Analysis
  • ERP Accounting
  • MS Office Suite
  • Forecasting and Planning

Certification

  • Bajaj finServ Certificate Programm
  • CFI ( Accounting Fundamentals )
  • CFI ( Banking Products and Services )
  • Harvard X ( Entrepreneurship in Emerging Economies )
  • CFI ( Introduction to Business Intelligence)

VIRUTAL INTERSHIP

  • CITI BANK (APAC Investment Banking Virtual Reality Intern Experience)
  • Fidelity (Investment Management Virtual Experience Programme)
  • Jp Morgan ( Investment Banking Virtual Experience )

Timeline

Business Development Manager - PRATAP PIPE ENTERPRISES
08.2022 - 08.2023
Business Analyst - HOMEOSPHERE
02.2022 - 05.2022
Business Development Trainee - Basil Infotech
10.2021 - 11.2021
Assistant Financial Analyst - Shri Ram Life Insurance Company
08.2021 - 09.2021
Mount Litera Zee School - Secondary School,
Mount Litera Zee School - Higher Secondary School,
Symbiosis University of Applied Sciences - BBA, BFSI (BANK,FINANCE,SERVICE,INSURANCE)

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Gaurav Soni