Sachin Kajave
Mumbai
Summary
Seasoned financial and investment analyst with a comprehensive background in market research, portfolio management, and financial modeling. Skilled in identifying trends, conducting risk assessments, & developing strategic investment recommendations to drive growth and profitability. Demonstrated ability to optimize portfolios and enhance decision-making processes through in-depth analysis and insights. Proven track record of contributing to successful financial strategies and investment outcomes. Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.
Overview
11
11
years of professional experience
1
1
Certification
Work History
MANAGER
The Greyfrairs Lodge
Canterbury
07.2022 - 04.2023
- Implemented strategic measures to control costs and enhance spending efficiency by restructuring asset budgets, inventory procurement, and technology upgrades
- Leveraged customer feedback data to drive process enhancements and meet long-term business objectives
- Achieved a noteworthy 30% increase in average revenue by fostering enduring client relationships and consistently delivering satisfactory service
- Facilitated seamless onboarding of new employees through comprehensive training programs and efficiently coordinated schedules
- Demonstrated exceptional time management skills by accomplishing multiple tasks within prescribed timelines
Financial Analyst
Educate2trade
London
01.2024 - 02.2025
- Developed quantitative models to assess price trends, volatility, and trade execution efficiency.
- Conducted market risk analysis (VaR, stress testing, scenario modeling) to support risk mitigation.
- Built automated financial dashboards using Power BI, Tableau, and Excel VBA for real-time trade monitoring.
- Monitored key forex pairs (EUR/USD, GBP/JPY, USD/CHF, etc.). and index futures (S&P 500, FTSE 100, DAX, Nasdaq, DJ30) to identify arbitrage opportunities.
- Extracted, cleaned, and analyzed market data from Bloomberg, Refinitiv Eikon, and FactSet.
- Achieved top trader ranking for three consecutive months in 2024 by conducting daily P&L analysis and trade performance reviews for FX and index trading desks.
- Interviewed as a leading financial trading analyst, I also closely worked with experienced professional traders to analyze pricing strategies, arbitrage opportunities, and liquidity trends.
- Implemented technical analysis indicators (Moving Averages, RSI, Bollinger Bands, Fibonacci Retracements) to support trading strategies.
Night Auditor/ Guest Experience Expert
London Marriott Hotel County Hall
London
04.2023 - 01.2025
- Audited and reconciled all Front Desk and Food & Beverage Cashier's work
- Kept management abreast of any unusual operational or financial events and/or deviations of policies or procedures
- Prepared and distributed necessary daily reports as required (i.e., Daily Operating Report, Discount Programs, Tax Reports, etc.) according to hotel standards
- Audited, consolidated, and transmitted all credit cards on a timely basis
- Performed guest services functions as required, also Inputted and updated financial information into corporate communications network
SENIOR SIGNATURE RELATIONSHIP MANAGER
RBL Bank Ltd.
Mumbai
01.2021 - 07.2021
- Strategized unique ideas and successfully executed immediate sales targets and potential clients that helped achieve a trophy within two months of joining.
- Led a team of three relationship managers for lead generation, database organization, and society campaigns, leading to a significant 43% increase in quarterly loan business with loan team assistance.
- Using R-studio analytical tool, multivariate analysis was conducted on 980 wealth client’s demographic data along with mutual fund factsheets, which helped in booming portfolio MF revenue business by 40%
- Used the Tableau tool to prepare performance report charts or graphs, such as the evaluation of portfolio performance and diverse investment portfolio holdings for specific clients, to ease understanding.
SENIOR MANAGER
Kotak Mahindra Bank
Mumbai
08.2018 - 12.2020
- Deepened portfolio by 28 crores by maintaining strong relationships with overseas clients
- Applied SQL (DDL-DML) functions skillfully using customer profiler risk-return data to create different datasets of 1,024 portfolio clients for detailed analysis. Accordingly, I counseled clients on areas of equity and mutual fund performance improvement.
- Significantly expanded the HNI client portfolio by 30% by identifying new clients' ultimate goals and providing them a wide range of bank products, like trade forex, mutual funds, securities, liabilities, and asset products.
- Collaborated with various Asset Management Company's representatives for PMS (Portfolio management service) meetings with stakeholders which helped to increase Third Party Product business by 45%
DEPUTY MANAGER - II
ICICI Bank Ltd.
Mumbai
09.2016 - 08.2018
- Successfully achieved sales revenue targets by effectively managing potential client pipelines and recommending suitable lending options, such as business loans (BL) and personal loans (PL).
- Conducted persistent follow-ups with clients to offer them the most appropriate insurance products, resulting in a notable 25% growth in the insurance business.
- Collaborated with the company's chartered accountant to review and analyze financial statements, recommending tax-saving options for directors.
- Distributed financial model reports to key stakeholders for their review, and provided recommendations for new product launches, such as New Fund Offers (NFOs) or various insurance plans, including Endowment or Moneyback plans.
- Generated reports and utilized business banking tools to create dashboards, providing concise summaries for stakeholders, corporate clients, and business owners.
ASSISTANT MANAGER
HDFC Bank Ltd.
Mumbai
01.2014 - 09.2016
- Implemented measures to enhance operational efficiency, mitigating losses for investors, and enhancing the overall customer experience, while maintaining focus on upholding Chase's reputation.
- Conducted a financial analysis of data from 1,107 customers using a mutual fund portal, and presented designed portfolios to investors, resulting in a substantial 42% growth in the mutual fund business within the portfolio.
- Optimized customer holdings and income product allocations within classic portfolio management, achieving a remarkable 70% increase.
- Created a lead generation database and coordinated society campaigns, leading to a significant 43% increase in loan business with the assistance of diverse loan teams.
Education
Masters in Business Analytics (Finance Specialization)- 2:1 -
University of Kent
Kent, Canterbury, UK11-2022
Masters in Management Studies (Finance)- 2:1
University of Mumbai
Mumbai, India01-2014
Bachelors in Management Studies (Finance): 2:1 -
University of Mumbai
Mumbai, India01-2011
VCTC Level 5 Diploma - Advanced Diploma in Financial Trading
Educate2trade Co.
Bromley South, London05-2024
Skills
- Financial & Business Analysis
- TABLEAU, Audit
- R, Python, SQL
- Analytical approach,
- Portfolio Management
- Critical thinking ability,
- Industrious
- Good communication
Certification
- Data Science Pro-degree, IMARTICUS Learning (Collaboration with KPMG and NSDC), Mumbai
- MS Office Automation
- Web Designing
Affiliations
- Dissertation Research report on Prediction of Stock price movement using Financial Statement Analysis (Tech used: Python, Tableau, SQL)
- FRM - Portfolio Creation & plotting returns of Hedged (Future contracts) and Unhedged Portfolios (Tech used. Advanced Excel)
- Data Science Capstone group Project (E commerce Analytics) - Identifying company’s maximum revenue contributors which need to be focused [Tech used: PYTHON, R]
- Finance with Excel project- Empirical Analysis of US stock returns (Creation of Investment Portfolio and hedging portfolio position using Options)
Accomplishments
- Awarded with trophy 3 times as top trader back to back consecutive months in E2T company
- Awarded a certificate and trophy from RBL Bank's Regional Head and Cluster Head for recognition of outstanding performance in the cluster’s TPP drive (Mutual Fund and Insurance Products) in 2021
- Appreciated with certificate from Kotak Mahindra bank's Regional Head for recognition of good performance in SIP investment 2019-20
- Appreciated by Star performance award from HDFC Branch Banking Head for recognition of good performance in TPP Investment (Mutual Fund and Insurance) 2015-16
- Awarded with Gold Trophy from HDFC bank Group head, Retail Branch banking for outstanding achievement in Insurance 2014-15
Timeline
Financial Analyst
Educate2trade
01.2024 - 02.2025
Night Auditor/ Guest Experience Expert
London Marriott Hotel County Hall
04.2023 - 01.2025
MANAGER
The Greyfrairs Lodge
07.2022 - 04.2023
SENIOR SIGNATURE RELATIONSHIP MANAGER
RBL Bank Ltd.
01.2021 - 07.2021
SENIOR MANAGER
Kotak Mahindra Bank
08.2018 - 12.2020
DEPUTY MANAGER - II
ICICI Bank Ltd.
09.2016 - 08.2018
ASSISTANT MANAGER
HDFC Bank Ltd.
01.2014 - 09.2016
Masters in Business Analytics (Finance Specialization)- 2:1 -
University of Kent
Masters in Management Studies (Finance)- 2:1
University of Mumbai
Bachelors in Management Studies (Finance): 2:1 -
University of Mumbai
VCTC Level 5 Diploma - Advanced Diploma in Financial Trading
Educate2trade Co.
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