SHIVAM MANGLA
Delhi
Summary
Highly motivated MBA graduate seeking entry-level Finance Management opportunity to leverage academic knowledge and strong interpersonal skills. A strategic thinker with a deep understanding of both Finance and Marketing principles, Effective at collecting data, applying financial analysis techniques and producing timely reports. Logical, insightful and objective with focus on accurate and efficient work.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Management Trainee (Deputy Manager)
Kotak Mahindra Bank
INDORE
06.2024 - Current
- Engaged with new clients, converting large number of clients into long-term partnerships.
- Expanded client relationships by 75%, leading to increased product penetration.
- Expanded client relationships by 75%, leading to increased product penetration
- Provided in-depth financial analysis and recommendations to clients, resulting in improved investment performance, risk mitigation.
- Strong communication and presentation skills, adept at building trust and rapport with clients.
Commercial & Marketing Intern
DP World
Chennai
04.2023 - 06.2024
- Collaborated with the design team to create engaging marketing materials that aligned with company branding.
- Prepared detailed reports on key performance indicators (KPIs) and provided actionable insights to management.
- Prepared sales proposals and presentations for clients, resulting in 4 successful deals closed.
Finance Executive
Omatics Digital & Marketing Pvt Ltd
12.2020 - 12.2021
- Provided data-driven recommendations to optimize financial performance and decision-making
- Developed and maintained financial dashboards to monitor key performance indicators (KPIs)
- Accurately recorded and reconciled daily payments, ensuring financial data integrity
- Collaborated with cross-functional teams to optimize financial operations
Education
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
04-2024
BBA - Finance
Panipat Institute of Engineering & Technology
12-2020
Higher Secondary - Commerce
Little Angels Senior Secondary School
05-2017
Secondary -
Little Angels Senior Secondary School
04-2015
Skills
- Presentation Skills
- Financial statement analysis
- Excel
- Financial Modeling
Certification
- Bloomberg Marketing Concepts | BMC
- Power Bi Workshop| KPMG
- Digital Marketing Specialist | Simplilearn
- Financial Modelling and Fundamental Analysis | Udemy
Extracurricular Activities
- Student Coordinator, Finance Club – Dravya, NMIMS.
- Two times Cricket Intersection championship Trophy winner - Little Angels
Volunteer Experience
- Led a cyber awareness campaign to educate students on cyber security best practices.
- Conducted school visits across Delhi to reach over 600 students.
- Delivered engaging seminars to introduce safe online practices to students.
Projects
Financial Model
- Developed a comprehensive financial model for Tata Motors to analyze key performance indicators and project future financial performance.
Financial Analysis of P&G
- Examined its profitability, efficiency, liquidity, and solvency . Forecasted revenue, expenses, and cash flows to assess growth potential.
- Utilized valuation techniques like DCF, comparable company, and precedent transaction analysis. Identified and quantified key risks and develop mitigation strategies.
Timeline
Management Trainee (Deputy Manager)
Kotak Mahindra Bank
06.2024 - Current
Commercial & Marketing Intern
DP World
04.2023 - 06.2024
Finance Executive
Omatics Digital & Marketing Pvt Ltd
12.2020 - 12.2021
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
BBA - Finance
Panipat Institute of Engineering & Technology
Higher Secondary - Commerce
Little Angels Senior Secondary School
Secondary -
Little Angels Senior Secondary School
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