Nishant Dutia
Vadodara
Overview
2
2
years of professional experience
1
1
Certification
Work History
Turtle Connect (A Financial Advisory Firm)
Motilal Oswal (Franchise)
05.2021 - 06.2022
- Achieved 41 Lakh INR in sales revenue for the assigned portfolio
- Generated 30,000 INR worth new funds within a week for a launch of a mutual fund drive
- Acquired and Inducted 35+ new clients from Aug'21 to Sep'21
- Managed Equity & Mutual Fund portfolios of 117 clients
- Advised them on online trading, investment planning and strategy
- Adept at handling the trading terminal using 'Orionlite' software
- Assessed the client's requirement and Market trend to strategized portfolio accordingly
- Created database of clients, to cross sell, and acquire new customers through recommendation.
SchoolMitra (A startup to digitalise schools of India)
05.2020 - 06.2020
- Documented the database of the clients and also their feedback towards the product
- Handled awareness campaign for school Mitra, reaching out to 250+ potential clients over 3 months
- Managed the CRM for converted clients, and acted as SPOC for all queries.
Summer Internship Program (SIP)
- Conducted comprehensive industry analysis for Apparel and Footwear industries comprising of companies like ABFRL, Bata, GoFashiom, Relaxo, Trent and Vedant Fashion
- Applied DCF analysis to project future company valuation and forecasting financial performance
- Conducted in-depth company analysis, by comparing benchmark ratios like ROE and Debt to Equity
- Researched 10+ companies spanning the footwear and apparel sector, including the review of 20 financial reports from firms such as Antique Stock Broking, IRCA, and Motilal Oswal
- Provided a detailed analysis of the company/industry along with buy,sell recommendations, considering individual company performance and prevailing market conditions.
Intern
Baroda Citizen Council
Vadodara
05.2020 - 06.2020
- Volunteered to promote Child Helpline number '1098' in Vadodara
- The helpline number was setup for reporting mishaps against children aged from 1 to 18
- Reached to 200+ households (door-to-door) to promote mishap reporting activation campaign
- Managed appointment bookings and encouraging follow-up sessions for affected children.
Projects
Weschool
- Risk Assessment | Banking Sector
- Performed an in-depth risk assessment of banks, utilizing financial statements to analyze crucial indicators including gross Non-Performing Assets (NPA), Net NPA, and Priority Sector Lending (PSL) NPA.
FOREIGN CURRENCY EXPOSURE (TCS)
- Analyzed Revenue Segments and Country Exposure of its Operation
- Conducted comprehensive financial performance analysis while also assessing the company's economic, transaction, and translation exposure
- Analyzed various strategies that TCS perform to mitigate to foreign exchange risk like Foreign Exchange Swaps, Foreign Exchange Forwards, Currency Options and Derivatives.
Financial Reporting and Analysis | Ratio Analysis | Nazara Technologies
- Evaluated the profitability, liquidity, operational efficiency, and solvency of Nazara Technologies, through ratio analysis & cash flow analysis
- Recognized a substantial 72% surge in revenue for the company's Esports brand, Nodwin Gaming, during Q4 2021-22.
Education
PGDM BD -
WeSchool
6.8401.2023
BBA - 64.5
Maharaja Sayajirao University
01.2020
CBSE - 67.6
Bright Day
01.2017
CBSE - 66.5
Bright Day
01.2015
Skills
- Analytical Skills
- Problem Solving Assessment
- Financial Markets
- Cricket Enthusiast
Certification
- Bloomberg Market Concepts, 2023
- NISM - Certifications Equity Derivatives Series 8
- Stock Market Basic - Elearn Markets
- MS Excel - (Beginner) Udemy
Accomplishments
- Employee of the month Award for outstanding achievement of onboarding 20 clients in a month.
- Executive Member, Placement Committee at WeSchool
- National Finalist - IIT Kanpur TechKriti Beat's Equity market wealth creation simulation competition
Languages
- English
- Hindi
- Gujarati
- Tamil (basic)
Hobbies and Interests
Cricket
Timeline
Turtle Connect (A Financial Advisory Firm)
Motilal Oswal (Franchise)
05.2021 - 06.2022
Intern
Baroda Citizen Council
05.2020 - 06.2020
SchoolMitra (A startup to digitalise schools of India)
05.2020 - 06.2020
Summer Internship Program (SIP)
Projects
Weschool
FOREIGN CURRENCY EXPOSURE (TCS)
Financial Reporting and Analysis | Ratio Analysis | Nazara Technologies
PGDM BD -
WeSchool
BBA - 64.5
Maharaja Sayajirao University
CBSE - 67.6
Bright Day
CBSE - 66.5
Bright Day
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