Siddhi Bane
Thane
Summary
Finance professional with extensive experience in equity research, investment analysis, wealth management, and client servicing. Demonstrates strong analytical skills and a proven track record in investment strategies and operational efficiency. Capable of collaborating across functions and adapting to evolving responsibilities in fast-paced environments.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Team Leader - Client Servicing & Operations
Aspire Financial Services
Mumbai
01.2025 - Current
- Promoted to Team Leader within one year, overseeing ₹350+ Cr AUM and 650+ clients across client servicing and operations.
- Led day-to-day operations, allocating tasks across teams based on client priorities, timelines, and business requirements.
- Redesigned operational workflows and developed SOPs, achieving near-zero operational errors and reducing dependency on business owners.
- Established ownership and tracking mechanisms for client requests, transactions, and operational activities, enhancing execution consistency and accountability.
- Built CRE function by hiring and training 3 team members, structuring and delegating individual responsibilities for improved workflow.
Client Relations Executive
Aspire Financial Services
Thane
01.2024 - 12.2024
- Assisted Owners in developing investment plans tailored to clients' financial goals, investment objectives, and risk profiles.
- Attended client meetings, documented key discussions and action items, and coordinated with the back-office team to ensure timely execution.
- Analyzed client portfolios to identify optimization opportunities, fund changes, and alignment with clients' evolving needs.
- Managed Alternative Investment Fund (AIF) investments, contributing to product selection, evaluation, execution, and ongoing client servicing.
- Collaborated with advisory and operations teams to ensure precise execution of investment transactions and swift resolution of client requests.
Equity Research Associate
Analyst Space LLP
Mumbai
08.2022 - 12.2023
- Built and maintained detailed financial models for covered companies, incorporating historical performance, operating assumptions, and forward-looking estimates.
- Analyzed financial statements, business performance, and industry trends to identify key investment drivers, informing equity investment decisions.
- Conducted company-specific research and interpreted financial and operational data to formulate investment views and provide actionable recommendations.
- Participated in company conference calls and management interactions, capturing key business developments and incorporating relevant insights into research analysis.
Office Administration
Yasashree Coaching Classes
Thane
04.2019 - 07.2019
- Fostered relationships with clients and potential customers, contributing to sales growth through effective communication.
- Implemented strategies that enhanced performance of coaching classes, leading to improved student engagement and satisfaction.
Education
Bachelors in Management Studies - Specialization in Finance
Mulund College of Commerce
Mulund01-2022
Higher Secondary Certificate -
NKTT Junior College
Thane01-2019
Skills
- Relationship management
- Operational efficiency
- Analytical skills
- Solution-oriented mindset
- Decisive leadership
- Detail-oriented approach
- Stakeholder engagement
- Team leadership
- Effective communication
- Finance product evaluation
- Personal finance management
- Analysis of financial data
- Investment strategy formulation
Languages
- English
- Hindi
- Marathi
- German (A1)
Core Strengths
- Takes full ownership of roles and responsibilities.
- Aligns work with team and organizational goals.
- Builds strong relationships across clients, teams, and senior management.
- Brings emotional intelligence, empathy, and analytical thinking to work.
- Focuses on improving processes and leaving each role better than found.
Certification
- NISM Series V-A: Mutual Fund Distributors Certification
- CFP Level 1 Investment Planning Specialist certification
Timeline
Team Leader - Client Servicing & Operations
Aspire Financial Services
01.2025 - Current
Client Relations Executive
Aspire Financial Services
01.2024 - 12.2024
Equity Research Associate
Analyst Space LLP
08.2022 - 12.2023
Office Administration
Yasashree Coaching Classes
04.2019 - 07.2019
Bachelors in Management Studies - Specialization in Finance
Mulund College of Commerce
Higher Secondary Certificate -
NKTT Junior College