Kaavish Mahajan
Kathua,JK
Summary
Analytical and detail-oriented candidate with hands-on experience in financial analysis, valuation, risk management, and market research. Proficient in Power BI, Excel, and financial modeling with exposure to equity, fixed income, and derivatives markets. Strong background in corporate banking and insurance sector benchmarking, with a proven ability to connect financial insights with client and market needs.
Overview
1
1
years of professional experience
3
3
Certification
Work History
Corporate Employee Solutions Deputy Manager 2
ICICI Bank
06.2025 - 10.2025
- Engaged risk, compliance, and product teams to facilitate seamless corporate onboarding and operational efficiency.
- Partnered with corporate clients to deliver comprehensive banking and investment solutions, aligning salary accounts and employee benefits.
- Utilized financial insights and client profiling to discover cross-selling opportunities for wealth and capital market products.
- Built and managed a pipeline of high-value corporate clients, enhancing understanding of financial structuring and market dynamics.
- Conducted account monitoring and reconciliations, investigating frozen accounts and resolving discrepancies for operational accuracy.
- Created PPA codes for new corporate partnerships, reconciling payroll entries to enable smooth intercompany settlements.
- Executed service requests for account activations, unfreezing transactions, credit cards, loans, reimbursements, and investments, ensuring compliance with policies.
- Resolved corporate complaints by identifying root causes of service discrepancies, reconciling mismatched entries, and ensuring timely case closure.
Financial Analyst Intern
Anand Rathi Insurance Brokers Ltd.
04.2024 - 06.2024
- Analyzed over 48 financial statements from 12 broking companies, benchmarking key ratios for strategic insights.
- Created Power BI dashboards to facilitate performance benchmarking within insurance industry.
- Supported insurance bidding and sales processes, enhancing client acquisition and risk assessment capabilities.
Accounts Assistant Intern
Sai International School
09.2022 - 05.2023
- Processed vendor invoices through Accounts Payable and managed invoicing in Accounts Receivable.
- Tracked receivables, reimbursements, and monitored balances to ensure timely collections.
- Identified discrepancies in account balances and contributed to resolving intercompany imbalances.
- Maintained accurate financial records by recording journal entries and ledger maintenance.
Audit Intern
CA Anshu Gupta & Co.
03.2022 - 08.2022
- Conducted audit checks and risk assessments to evaluate internal controls
- Documented financial records and supported statutory audits for SMEs
Education
PGDM - Finance Analytics
SOIL School of Business Design
GURUGRAM05-2025
BBA - Management
University of Jammu
03-2022
Higher Secondary -
St. Xavier's Convent School
Kathua03-2019
Secondary -
St. Xavier's Convent School
Kathua03-2017
Certification
- Financial Markets - Yale University (Coursera)
- Google Analytics - Google Certified
- SQL for Data Science (Coursera)
Projects
- Cybersecurity Risks in Banks - Wrote article on latest threats and strategies.
- NHPC Valuation - Ran Monte Carlo simulations and CAPM-based analysis.
- Stock Simulation - Evaluated 5 pharma stocks using financial ratios and market strategy.
- Social Innovation - Taught 50+ children; led environmental and inclusion drives.
- Cost of Capital Analysis - Estimated WACC for top Indian banks.
- Sustainable Fashion - Researched Gen Z and millennial attitudes in Gurugram.
Extra Curricular Leadership
- State and District Badminton Champion; Inter-College Participant.
- Secretary - Sports Club | Executive - Finance Academy | Class Representative - SOIL.
- Event Head - SOIL Premiere League (Raised Rs.90,000 Sponsorship).
Timeline
Corporate Employee Solutions Deputy Manager 2
ICICI Bank
06.2025 - 10.2025
Financial Analyst Intern
Anand Rathi Insurance Brokers Ltd.
04.2024 - 06.2024
Accounts Assistant Intern
Sai International School
09.2022 - 05.2023
Audit Intern
CA Anshu Gupta & Co.
03.2022 - 08.2022
PGDM - Finance Analytics
SOIL School of Business Design
BBA - Management
University of Jammu
Higher Secondary -
St. Xavier's Convent School
Secondary -
St. Xavier's Convent School