Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Rajeshkumar T

Chennai

Summary

Motivated and detail-oriented graduate with strong analytical and problem-solving skills, seeking a Business Analyst position to apply data-driven decision-making and contribute to business growth. Eager to learn and grow in a dynamic, analytical environment.

Overview

1
1
year of professional experience

Work History

Jr. Financial Manager

Spectrum Financial Services
Chennai
05.2023 - 09.2024
  • 1. Understanding clients' financial goals, income, expenses, and risk profile.
  • 2. Suggest mutual fund options tailored to their short-term or long-term goals.
  • 3. Update clients about SIP and STP.
  • 4. Stay updated on market trends, fund performance, and regulatory changes (SEBI rules).
  • 5. Help them understand investment timeliness, risk, and expectations.

Education

MBA - FINANCE & BUSINESS ANALYSIS

Sri Sairam Institute of Technology
Chennai

Skills

  • Financial analysis
  • Client relationship management
  • Market research
  • Data analysis
  • Working capital management
  • Financial management

Affiliations

  • Member of IIBA – Attended seminars on emerging trends in analytics, case study discussions, and hands-on tool workshops.
  • Self-Learning Projects – Analyzed e-commerce datasets from Kaggle using Excel & SPSS. To ehnance my skills
  • Project- As part of our research project, we analyzed people's preferences between mutual funds and other investment options. The findings revealed that a significant number of individuals prefer mutual funds over alternatives like stocks, real estate, or fixed deposits. The key reasons for this preference include the low-risk nature of mutual funds, the benefit of diversified investment portfolios, and the fact that many investors lack in-depth knowledge of financial markets .Mutual funds serve as a convenient and professionally managed option for such individuals, offering them a way to invest without needing to actively track or understand complex market movements

Accomplishments

  • I’ve earned the Entry Certificate in Business Analysis™ (ECBA™) from the International Institute of Business Analysis (IIBA®).

Timeline

Jr. Financial Manager

Spectrum Financial Services
05.2023 - 09.2024

MBA - FINANCE & BUSINESS ANALYSIS

Sri Sairam Institute of Technology
Rajeshkumar T