Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Extracurricular Activities
Projects 1
Project 2
Websites
Hobbies and Interests
Languages
Timeline
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Sahil Upase

Sahil Upase

Mumbai

Summary

A finance graduate with a master's degree, equipped with hands-on experience in benchmark fund analysis and ratio analysis projects. Certified in Financial Modeling, Advanced Excel in Accounting, and Power BI, offering a strong analytical skillset. A passionate team player with leadership experience, having represented school and college at the state level in cricket. Committed to continuous learning and delivering data-driven financial insights.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Executive Trainee

HDFC LIFE
Mumbai
06.2024 - Current
  • Study on Financial product , Insurance product and how to maintain relationship with clients

Relationship Assistant Manager

Hindustan Finance Limited
Nagpur
05.2023 - 07.2023
  • Basically in this firm I learned lots of new things like LAP, Mortgage and Types of loans also I learned how to handle clients and how to solve there queries related to there financial problems

Audit Assistant

R.B. Pethe and Company ( C.A )
Nagpur
10.2020 - 11.2021
  • Study On Accounting , Income Tax and GST and also I learned some important key which is related to audit process, Audit preparation, Documentation Communications, Professional development, collaboration

Education

MMS - Finance

University of Mumbai
Navi Mumbai, India
07.2024

BBA - Finance

Gondwana University
Chandrapur, India
05.2022

HSC - Science

Vidya Niketan Jr. College
Chandrapur, India
05.2018

SSC -

Matoshri Vidyalaya
Chandrapur, India
04.2016

Skills

  • Communication
  • Time Management
  • Problem Solving
  • Financial Management
  • Financial Analysis
  • MS Office
  • Effective communication

Certification

  • Financial Analysis by Vocskill
  • Power BI by Slikun Institute of Technology and Management
  • Design Thinking & Entrepreneurship by Vocskill
  • Advance Excel Accounting by MKCL
  • Internal Auditing Fundamentals – Principles & Concepts by Alison
  • Supervision Skills: Managing Groups and Employee Interaction by Alison
  • AI tool workshop by be10X
  • Corporate Finance Fundamentals by CFI
  • Understanding mortgages and home equity
  • Certificate in Placement Preparation Programme organized by IIP (Indian Institute of Placement) in association with Abhyuday IIT Bombay

Accomplishments

  • Won first prize in Cricket and Tug of War in sport event AAVAHAN organized by IIBM in 2023 & 2024
  • Runner up in university tournament (2020)
  • Won Intercollege tournament in Cricket and Volleyball (2017)
  • Won district level tournament in Cricket (2016)
  • Won first prize in drawing competition (2015)

Extracurricular Activities

Represented college in cricket at D.Y. Patil open tournament 2023 & 2024 Head of sports committee in MMS 2022-2024 Sports Incharge in Vidya Niketan College in 2017-2018 Represented school & college in Cricket at District and State level (2015-2018)

Projects 1

Comparative analysis between ICICI Prudential Infra Fund and BSE India Infra Index-TRI, 05/01/23, 07/01/23, studied how to analyze the fund and benchmark with the help of surveys, pie charts, and books, and learned how to evaluate the performance, risk, and return characteristics of the ICICI Prudential Infrastructure Fund 

 

Project 2

  • An analytical study of Infosys Limited through ratio analysis for the period 2017-2021, January 1, 2022, and March 1, 2022, applied general management concepts to the cash of the company, including tasks such as gathering financial data, calculating ratios, interpreting results, and providing insights into the company's financial health

Hobbies and Interests

  • Cricket
  • Exploring
  • Spending time with executive
  • Learning

Languages

  • Marathi
  • Hindi
  • English
  • Japanese

Timeline

Executive Trainee

HDFC LIFE
06.2024 - Current

Relationship Assistant Manager

Hindustan Finance Limited
05.2023 - 07.2023

Audit Assistant

R.B. Pethe and Company ( C.A )
10.2020 - 11.2021

MMS - Finance

University of Mumbai

BBA - Finance

Gondwana University

HSC - Science

Vidya Niketan Jr. College

SSC -

Matoshri Vidyalaya
Sahil Upase