Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Siddhi Jhanwar

Jaipur

Summary

Experienced auditor with strengths in compliance with established internal control procedures. Strong analytical and problem-solving skills. Ability to lead teams and work to tight deadlines.

Overview

4
4
years of professional experience

Work History

Investment Advisory

Motilal Oswal
Mumbai
05.2023 - 07.2025
  • Advised clients on how best to diversify their portfolios while still meeting their return targets.
  • Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.

Concurrent Auditor

Kalani & Company
Jaipur
09.2021 - 12.2022
  • Concurrent Audit of a Listed Scheduled Commercial Bank
  • Checking compliance of RBI regulations and internal regulations of the bank in the areas of Account Opening Operations
  • Payment and Settlement
  • Authorized Dealer-21
  • Branch Banking

Education

Master of Business Administration - Banking and Finance

Narsee Monjee College
Mumbai, Mumbai, India
01.2023

Bachelor of Business Administration - Business

St. Xavier's College
Jaipur, India
01.2021

12th - Commerce with Mathematics

Maheshwari Public School
Jaipur, India
01.2018

10th -

Maheshwari Public School
Jaipur, India
01.2016

Skills

  • CFP (Certified Financial Planner)
  • Certificate of the National Institute of Securities Markets (NISM)

Additional Information

Felicitated with Best Girl of the Year Award, Session 2017-18, Held the position of House Captain at School Level, Active participation in debates and speech competitions, Active participation in college event and represented them on various levels, Part of two prominent clubs of college, Graduation in Classical Dance Form- Kathak

Timeline

Investment Advisory

Motilal Oswal
05.2023 - 07.2025

Concurrent Auditor

Kalani & Company
09.2021 - 12.2022

Master of Business Administration - Banking and Finance

Narsee Monjee College

Bachelor of Business Administration - Business

St. Xavier's College

12th - Commerce with Mathematics

Maheshwari Public School

10th -

Maheshwari Public School

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Siddhi Jhanwar