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
Similar Profiles
SUSHIL PATELSUSHIL PATEL
Finance Trainee at FINOABILITYFinance Trainee at FINOABILITY
PURVI RANJANPURVI RANJAN
Management Trainee at Finoability Pvt LtdManagement Trainee at Finoability Pvt Ltd
Ayush MundhadaAyush Mundhada
Intern(Equity Research & Portfolio Management) at Finoability Pvt LtdIntern(Equity Research & Portfolio Management) at Finoability Pvt Ltd
MANDIRA THAKURMANDIRA THAKUR
Cluster Head at Derma Arts ClinicCluster Head at Derma Arts Clinic
HIMANI MANGLAHIMANI MANGLA
Team Manager at A ROAD TO FINANCETeam Manager at A ROAD TO FINANCE