SHREYASH PATIL
PUNE
Summary
A management student who possesses good interpersonal communication skills and wishes to achieve a challenging position in your dynamic organization to contribute to the organization's growth with my skill set.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Executive Relationship Manager
Aditya Birla Capital
Pune
03.2024 - Current
- Client Relationship Management: Building and maintaining strong relationships with high net worth clients to understand their financial goals and needs.
- Regular meetings with existing clients, and cross-sell and upsell them new products.
- Identified opportunities for new product development based on customer needs and preferences.
Financial Analyst (Intern)
Margin Sentiment Advisory Private Limited
Bangalore
09.2022 - 11.2022
- Regular analysis of the stocks
- Look for the top gainers and top losers
- Managing clients portfolio
- Suggest goods stocks to clients for investment.
Education
Bachelors of Computer Applications -
Moolji Jaitha College
JalgaonMasters of Business Administration (Finance) -
Institute of Industrial And Computer Management And Research
NigdiSkills
- Portfolio Management
- Customer Engagement
- Customer interaction
- Accounts
- Data Management
Accomplishments
- Runner up in inter college carrom competition
- Secure first position in inter college Badminton tournament
- Secure Man of the match in inter college cricket tournament
- Student Development Program winner Team
AREAS OF INTEREST
- Finance
- International Business
- Stock Market
- Tourism
PROJECT
Technical analysis on Banking stocks using selected technical indicators. Banks:- SBI, IndusInd Bank, HDFC, Canara Bank, Bank of Baroda. Technical Indicators:- Stochastics, RSI, Bollinger Band, Moving Average 50, Parabolic SAR
LANGUAGE
Marathi
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Certification
- Financial Modelling
- HR Core Process
- Advance Excel
- SAP Fico, S4 HANA
- Digital Marketing
- Tally ERP
Timeline
Executive Relationship Manager
Aditya Birla Capital
03.2024 - Current
Financial Analyst (Intern)
Margin Sentiment Advisory Private Limited
09.2022 - 11.2022
Bachelors of Computer Applications -
Moolji Jaitha College
Masters of Business Administration (Finance) -
Institute of Industrial And Computer Management And Research
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