MAHIE AGARWAL
Wealth Manager
New Delhi
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Management Trainee
Anand Rathi Wealth Pvt Ltd
New Delhi
05.2024 - Current
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Managed 150+ Crore book for 50+ families, curating asset allocation strategy as per their financial objective
- Alerted about market changes for timely portfolio adjustments, seizing opportunities and minimizing risk
Management Trainee
HDFC Bank Ltd
Mumbai
04.2023 - 05.2023
- Developed 2 momentum strategies, increasing portfolio returns by 15% over 12 months through market trend monitoring and back testing
- Utilized Excel and Bloomberg to create 5+ insightful financial reports for investment decisions
- Analyzed 10+ financial data, reports, and trends to pinpoint promising investment opportunities in India
Management Trainee
Three Dots Finitude LLP
Jaipur
07.2021 - 02.2022
- Developed an understanding of the capital markets and knowledge of mutual fund, insurance, equity, debt markets
- Oversaw fund performance closely, adjusting portfolios as needed.
- Derived 95% satisfaction resulting in an average return of 10% on invested assets for 8 clients
Strategist
Swasthya Mangalam Hospital
Jaipur
05.2020 - 01.2021
- Spearheaded 5+ seminars and weekly camps attended by 100+ individuals to increase Vaccine Awareness
- Resolved operational issues for 2 months to improve productivity, cost, and profitability
- Improved efficiency by 15% and increased profits by 8% through identifying and resolving operational issues
Education
M.B.A. - Finance
Institute Of Management Technology
Ghaziabad 01.2022 - 01.2024
B.A. -
Indraprastha College For Women, University of Delhi
New Delhi 01.2017 - 01.2020
Skills
Relationship Development
Strategic Planning
Micromanagement
Negotiation
Research and analysis
Timeline
Management Trainee
Anand Rathi Wealth Pvt Ltd
05.2024 - Current
Management Trainee
HDFC Bank Ltd
04.2023 - 05.2023
M.B.A. - Finance
Institute Of Management Technology
01.2022 - 01.2024
Management Trainee
Three Dots Finitude LLP
07.2021 - 02.2022
Strategist
Swasthya Mangalam Hospital
05.2020 - 01.2021
B.A. -
Indraprastha College For Women, University of Delhi
01.2017 - 01.2020
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