Summary
Overview
Work History
Education
Skills
Equity Research Analysis & Portfolio Management
Position of Responsibilities
Accomplishments
Timeline
Generic

Mahak Rani

Pune

Summary

Results-oriented professional with expertise in financial accounting, analysis, customer relationship management, growth strategy, and data analytics. Skilled in revenue growth and data-driven decision-making to drive business expansion and enhance customer experience. MBA in Finance and CFA L1 candidate with experience in equity research analysis, managing my family's equity portfolio.

Overview

1
1
year of professional experience

Work History

Customer Relationship Intern

Deciml
Pune
12.2024 - 03.2025
  • Conducted primary research of 5k+ inactive users at Deciml identifying 4 key pain points by categorizing responses & data analysis.
  • Increased user retention by 15% by designing & implementing "Feedback" section during account deactivation, capturing insights on reasons for churn & discouraging immediate exits.
  • Presented business case to senior CXOs influencing product strategy earning 90% positive feedback rating.
  • Introduced "Tutorial" button to retain new users increasing user onboarding completion rate by 21%
  • Improved product offerings by introducing flexible investment option like Gold in MF boosting ARPU by 11%
  • Increased CSAT by 40% by offering language preferences, ensuring users found relevant information & informative videos effortlessly
  • Reduced user frustration by managing 100+ email queries, reducing average response time by 50%

Financial Accounting Intern

Ardent Financial Consulting PVT. Ltd
Pune
06.2024 - 08.2024
  • Responsible for ROC filing and monthly bookkeeping for 20+ firms; filed IT and TDS returns for 50+ individuals.
  • Part of internal audit team to evaluate fin. accounts for malpractices, governance & process inefficiences.
  • Acted as mentor for onboarding firm; facilitated training in accounting & analysis to 4 interns

Management Trainee

AIM india
Pune
06.2024 - 07.2024
  • Conducted cold calls to generate over 500 qualified leads, with a 6% conversion rate, driving Rs. 7.5 lakhs in sales revenue.
  • SPOC for 30+ clients; catered to 500+ client queries via WhatsApp Help reducing average query resolution time by 40%.

Education

MBA - Finance

ASM - Institute of Business Management & Research
Pune
05-2025

Bachelor of Science - Hotel Management

Institute of Hotel Management
Chennai
09-2020

High School Diploma -

Army Public School
Pune
04-2017

Skills

  • Financial analysis
  • Finance and accounting
  • Team collaboration
  • Business presentation
  • Stakeholder management
  • Account and client management
  • Market research
  • Microsoft Excel and PowerPoint

Equity Research Analysis & Portfolio Management

  • Identified 4 investment opportunities across Fintech sectors with cumulative market cap. of Rs 19 Trillions
  • Facilitated investment decisions in 2 portfolios by leveraging DCF model for determining intrinsic value
  • Executed DCF model on 3 FMCG firms identifying 15% value increase in share price in 2 years

Position of Responsibilities

64th ASM Induction, Core Member 2024

  • Led team of 20 successfully inducting 500+ students; Collaborated with 3+ stakeholders reducing TAT by 31%
  • Owned scheduling of 25+ events; handled 20+ guest speakers coordinating end-to end transportation ensuring zero delays across 72 hours of event

SigFi CEO, Finance Club ASM 2024

  • Orchestrated flagship event incl. stock market trading league simulating real-life experience, Rs 1.2L+ cash prize
  • Organized stock pitch comp. footfall 500+; sector rep. oil & gas sector; published monthly newsletters

Sports Committee - Core Member, IHM 2019-2020

  • Selected 10/300+; organized 10 events including Food Fest; spearheaded 5 VMs & 50+ POCs.
  • Promoted diversity by introducing Sports Week.
  • Managed Rs 50k+ budget by strategically negotiating with 10+ sellers for sourcing 100+ sports jerseys
  • Envisaged promotional content & ideated fund pitches; raised sponsorships worth Rs 15L+ from ITC & Dabur

Accomplishments

  • Business Research Competition, ASM - 1st/400+ teams
  • Percept Case Competition, ASM - Campus Finalist/ 100+ teams
  • Insignia, Culinary Competition, IHM - 1st/30+ teams
  • Nestle Food Competition - 1st/200+ teams

Timeline

Customer Relationship Intern

Deciml
12.2024 - 03.2025

Financial Accounting Intern

Ardent Financial Consulting PVT. Ltd
06.2024 - 08.2024

Management Trainee

AIM india
06.2024 - 07.2024

MBA - Finance

ASM - Institute of Business Management & Research

Bachelor of Science - Hotel Management

Institute of Hotel Management

High School Diploma -

Army Public School
Mahak Rani