Summary
Finance and accounting graduate with detailed oriented and strong analytical and problem solving skills, strong proficiency in MS office . Proven abilities in financial modeling, risk management, financial statement analysis , financial operations and collaborative teamwork. excellent verbal and written communication skills.
Overview
1
1
year of professional experience
1
1
Certification
Work History
TT Assistant
Tradetron
08.2023 - Current
- creating algo trading strategies according to the market trends
- Interacted with high net worth client and manages their portfolio, making financial reports and maintaining financial dashboards
- Creation of financial model and excels files according to the client needs.
- invoicing ,collections and reconciliations of the process
Financial Advisor
Motilal Oswal Securities ltd
05.2023 - 07.2023
- Acquiring new client & retaining the old client by periodic meetings
- Creation of revenue through effective trade analysis, invoicing and finance operations.
- Handling complex queries of client & solving it through effective presentations .
Education
BCOM HONS - FINANCE AND MANAGEMENT
05.2023
GPA: 7.4
COMMERCE - undefined
01.2020
Percentage: 82.8%
Skills
- Financial modelling
- Trade analysis
- Power Bi
- Auditing
- Teamwork
- Attention to detail
- Financial analysis
- MS Excel
- MS Powerpoint
- Strong Analytical skill
- Accounting operations
- Financial dashboards
Certification
- Investment banking course from intellipath (IIT madras)
- Financial modelling & valuation course from Job Aaj learning
- Option trading and technical analysis course from Job Aaj learning
- Virtual investment banking program from JP Morgan Chase and Bank of America
Languages
English
Hindi
Marathi
Timeline
TT Assistant - Tradetron
08.2023 - Current
Financial Advisor - Motilal Oswal Securities ltd
05.2023 - 07.2023
St. Paul Sr. Sec School - COMMERCE,
Institute For Excellence in Higher Education - BCOM HONS, FINANCE AND MANAGEMENT
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