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 -
01.2019
Percentage: 60%
Higher Secondary School -
01.2021
Percentage: 61%
BBA - BFSI (BANK,FINANCE,SERVICE,INSURANCE)
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)