Saksham Patel
Jaipur
Summary
Finance and data analytics enthusiast with a proven track record of delivering impactful results in equity broking, market research, and credit analysis. Proficient in leveraging analytical tools and conducting in-depth research to drive strategic decision-making and operational excellence. Experienced in evaluating financial models, assessing business strategies, and identifying opportunities for growth and innovation.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Credit and Operations Analyst
HDBFS
Jaipur
05.2022 - 06.2024
- Prepared and analyzed Credit Appraisal Memorandums (CAMs) to evaluate borrower creditworthiness and support lending decisions.
- Streamlined loan documentation processes, ensuring accuracy, compliance with regulatory standards, and timely approvals.
- Assisted in end-to-end loan processing, including application assessment, credit evaluation, and disbursement tracking.
Equity Broking Trainee
JM Financials
Jaipur
02.2024 - 05.2024
- Enhanced JM Financial's algorithmic trading model by conducting thorough market trend analysis for optimization.
- Engaged with clients to deliver tailored financial solutions, successfully closing high-value transactions, and driving substantial sales growth in large-ticket financial products.
- Collaborated with cross-functional teams to align trading strategies with client objectives, ensuring seamless execution, and contributing to overall business growth.
Education
MBA - Finance
KJ Somaiya Institute of Managment
Mumbai Maharashtra05-2026
BBA - Banking And Finance - 77%
JK Lakshmipat University
Jaipur, Rajasthan05-2024
Class 12 - 87.6% - Commerce
Saint Anselm Pink City Senior Secondary School
Jaipur, Rajasthan05-2021
Class 10 - 86.6% -
Saint Anselm Pink City Senior Secondary School
Jaipur, Rajasthan05-2019
Skills
- Data analysis
- Technical Research
Certification
- Bloomberg Market Concepts, Bloomberg
- Bloomberg Finance Fundamental, Bloomberg
- Introduction to Corporate Finance, Coursera
- Data Visualization with Power BI, Incognitio
- Investment Banking Analyst, Finlatics
- Financial & Equity Market Analyst, Finlatics
Languages
Hindi
First Language
English
Proficient (C2)
C2
Live Projects
- Finlatics - Financial Markets Experience Program
- Finlatics - Investment Banking Experience Program
Timeline
Equity Broking Trainee
JM Financials
02.2024 - 05.2024
Credit and Operations Analyst
HDBFS
05.2022 - 06.2024
MBA - Finance
KJ Somaiya Institute of Managment
BBA - Banking And Finance - 77%
JK Lakshmipat University
Class 12 - 87.6% - Commerce
Saint Anselm Pink City Senior Secondary School
Class 10 - 86.6% -
Saint Anselm Pink City Senior Secondary School