JASH PATEL
Navi Mumbai
Summary
BBA graduate in Finance with a solid understanding of financial markets, investment strategies, and mutual funds. Passionate about analyzing market trends and making data-driven decisions. Strong analytical and problem-solving skills with a keen interest in portfolio management and risk assessment. Eager to apply my knowledge and grow in a dynamic financial environment.
Overview
1
1
year of professional experience
1
1
Certification
Work History
DSA Intern
Shree Krishna Financer
Dadra Nagar & Haveli
04.2024 - 06.2025
- Facilitated training sessions for new employees on company policies and procedures.
- Maintained accurate records of all activities performed throughout internship period.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
Education
BBA - Finance
D.Y PATIL Deemed To Be University
CBD BELAPUR, NAVI MUMBAI04-2025
Skills
- Financial analysis
- Effective communication
- Team collaboration
- Risk assessment
- Microsoft Excel
- Written communication
- Portfolio management
- Project management
Certification
- Certification from NISM in "Mutual Fund distributors Examination"
Timeline
DSA Intern
Shree Krishna Financer
04.2024 - 06.2025
BBA - Finance
D.Y PATIL Deemed To Be University
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