Shakshi Singh
Mumbai
Summary
Insightful Equity Advisor known for high productivity and efficient task completion. Possess specialized skills in financial analysis, market trend forecasting, and portfolio management. Excel in critical thinking, communication, and strategic planning to provide tailored investment advice and solutions.
Overview
3
3
years of post-secondary education
1
1
year of professional experience
Work History
Equity Advisor
.
Mumbai
02.2026 - Current
- Researched and analyzed companies' financial statements, industry trends, and other relevant data to identify suitable investment opportunities.
- Identifying client investment needs and recommending suitable financial products based on their risk appetite and financial goals.
- Generated reports detailing portfolio performance, stock recommendations, and market analysis for clients.
- Promoted and sold third-party financial products, including model portfolios, mutual funds, and trade guide signal (TGS), enhancing client investment options.
- Built and maintained client relationships, facilitating product adoption and meeting sales targets.
Education
Bachelor's of Accounting And Finance
Prahladrai Dalmia Lions College of Commerce And Economics
Mumbai 06.2021 - 05.2024
Durgadevi Saraf Junior College of Commerce And Science
Mumbai Skills
- Equity research
- Portfolio management
- Market analysis
- Financial modeling
- Investment advisory
- Effective communication
- Asset allocation
Timeline
Equity Advisor
.
02.2026 - Current
Bachelor's of Accounting And Finance
Prahladrai Dalmia Lions College of Commerce And Economics
06.2021 - 05.2024
Durgadevi Saraf Junior College of Commerce And Science