Jatin Dabas
Faridabad
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Equity Research Analyst
Finoability
Remote
05.2024 - 07.2024
- Spearheaded comprehensive sector index maintenance, ensuring 100% accuracy of performance metrics across the automobile sector.
- Engineered data-driven stock selection analysis, uncovering high-potential investment opportunities that enhanced portfolio returns by 15%.
- Developed and customized financial planning and wealth management (FPWM) strategies for diverse age groups, improving client satisfaction by 20%.
- Integrated mutual funds analysis into the FPWM project, optimizing client investment strategies and increasing fund efficiency by 25%.
- Collected and evaluated data from the top 10 banks, delivering actionable insights that informed strategic financial decisions and drove a 10% improvement in overall analysis accuracy.
Business Development Intern
Fundsroom
Remote
11.2023 - 11.2023
- Championed client acquisition efforts, utilizing communication and relationship-building skills to onboard 15 new clients and drive 30% growth in the business.
- Orchestrated the successful opening of demat accounts through Angel One, achieving a 100% success rate in the account setup process.
- Monitored real-time stock performance using advanced tools and platforms, providing insights that enhanced market trend analysis by 20%.
Intern
ITC Hotels
Delhi
12.2020 - 03.2021
- Enhanced customer service skills by engaging with guests and addressing inquiries, contributing to a 15% increase in guest satisfaction ratings during my internship.
- Developed strong problem-solving abilities by promptly resolving guest issues, ensuring a seamless experience for visitors.
- Collaborated with team members to streamline daily operations, demonstrating adaptability and effective teamwork in a fast-paced environment.
Education
Post Graduate Diploma in Management - Finance
ISBR Business School
Bangalore04-2025
B.sc in H&Ha - Hotel Management
IHM Gurdaspur
Gurdaspur, Punjab04-2022
Some College (No Degree) - Commerce
Gita Bal Niketan Sr. Sec. School
Faridabad, HaryanaSkills
- Technical Skills - Microsoft Excel, Financial Modelling, Technical Analysis, Ratio Analysis, SQL, Power BI
- Financial Expertise - Portfolio Management, Financial Analysis
- Soft Skills - Problem-Solving, Collaboration & Leadership, Critical thinking
Certification
- Banking
- Stock market basics
- Credit Finance
- Financial Modeling
- Management Consulting
Affiliations
- Sports Day Organizer, GBN SCHOOL
Organized and coordinated sports teams from 900 students for multiple school-wide events, ensuring seamless event execution. - Discipline Committee Member, ISBR Business School Sports Club
Contributed to the management and organization of sports events, maintaining discipline and supporting the smooth operation of activities. - Blood Donation Volunteer, ISBR Business School
Assisted in organizing and promoting blood donation drives, contributing to the success of community health initiatives. - Cyber Security Awareness Volunteer, Government Schools of Karnataka
Delivered educational sessions on cyber security to approximately 7,500 students across various government schools, enhancing awareness of safe online practices.
Accomplishments
- 100% Attendance Award, GBN School
Recognized three times for maintaining perfect attendance throughout the academic year. - Appreciation Letter, ITC Hotel Training ,2021
Received an appreciation letter for outstanding performance during the training program.
Timeline
Equity Research Analyst
Finoability
05.2024 - 07.2024
Business Development Intern
Fundsroom
11.2023 - 11.2023
Intern
ITC Hotels
12.2020 - 03.2021
Post Graduate Diploma in Management - Finance
ISBR Business School
B.sc in H&Ha - Hotel Management
IHM Gurdaspur
Some College (No Degree) - Commerce
Gita Bal Niketan Sr. Sec. School
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