Shrishti Dubey
Investment Banker
Bhilai,Chhattisgarh
Summary
- Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.
- Systematic Investment Banker with 1+year of comprehensive experience researching and analyzing market information to support capital market transactions. Collaborative and logical professional possessing strong mathematical and calculation skills paired with up-to-date knowledge of market trends.
Overview
1
1
year of professional experience
7
7
years of post-secondary education
Work History
Investment Banker
HDFC Life
Bhilai , Chhattisgarh
06.2021 - Current
- Competent Investment Banker with 1+ years of experience working with a broad range of customers in banks. Detail-orientated business analyst passionate about current industry data trends. Invested in growing revenue through business partners and relationships.
- The key investment banker in Hdfc Bank will be responsible for handling overall investment growth of assigned branch and will be manage large as well as small investments of customers. (Life insurance, mutual funds, sip's , etc.)
- Interacted with high profile clients and various levels of management, as an integral part of engagement teams on 10+ full cycel of transactional education.
Education
Class X -
Bhilai Steel Plant English Medium Senior Secondary
Sector-4, Bhilai, Chhattisgarh 04.2013 - 05.2014
Class XII (CBSE) - Commerce & Maths
Bhilai Steel Plant English Medium Senior Secondary
Sector-4 , Bhilai, Chhattisgarh 04.2015 - 05.2016
Master Of Business Administration - Finance & Marketing
Bhilai Institute of Technology, Durg
Durg, Chhattisgarh 07.2019 - 06.2021
Bachelor Of Commerce - Corporate And Cost Accounts
ST. Thomas College
Bhilai Chhattisgarh 07.2016 - 05.2019
Skills
Communication (incl rapport building)
MS Powerpoint
Investment Plannings
Savings Account
Financial Planning
Mutual Fund and Liabilities
Negotiation
Sales Techniques
Investment Knowledge
Relationship Management
Qualitative Analysis (eg market analysis)
Quantitative Analysis (eg Financial Analysis)
MS Excel
Financial Calculations
Awards and Achievements
- Chief Minister Award Winner 2019 for Best Ncc Cadet (Chhattisgarh).
- Ncc A,B,C Certificate holder.Marched On Rajpath , Delhi (2019) Republic Day Parade.
- Marched on Prime Ministers Rally, Delhi (2019).
- Attended Republic Day Camp for 6 months (2013,2019).
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Timeline
Investment Banker
HDFC Life
06.2021 - Current
Master Of Business Administration - Finance & Marketing
Bhilai Institute of Technology, Durg
07.2019 - 06.2021
Bachelor Of Commerce - Corporate And Cost Accounts
ST. Thomas College
07.2016 - 05.2019
Class XII (CBSE) - Commerce & Maths
Bhilai Steel Plant English Medium Senior Secondary
04.2015 - 05.2016
Class X -
Bhilai Steel Plant English Medium Senior Secondary
04.2013 - 05.2014