Summary
Overview
Work History
Education
Skills
Summer Internship
Certification
Awards
Projects
Timeline
Generic
Suchitra Divakaran

Suchitra Divakaran

Bangalore

Summary

Dedicated Account Manager transitioning to Business Analyst role, leveraging analytical skills and financial expertise to drive business growth and deliver valuable insights

Overview

8
8
years of professional experience
1
1
Certification

Work History

Account Manager-Private Wealth Management

Anand Rathi Wealth Ltd.
08.2023 - 04.2024
  • Collaborated with Relationship Managers to customize financial plans, conducting detailed portfolio analyses to optimize performance.
  • Identified investment opportunities aligned with market dynamics, recommending diverse vehicles such as Mutual Funds, Structured Products, and Alternatives.
  • Compiled client databases and nurtured referral networks to drive business growth, leveraging strong interpersonal skills.
  • Executed financial transactions with precision, ensuring regulatory compliance and facilitating seamless client onboarding.
  • Provided timely and effective resolution to client queries, enhancing satisfaction and trust.

J.E. Apprentice

Mormugao Port Trust
10.2016 - 10.2017
  • Supervised weekly, monthly, and quarterly corrective and preventive electrical maintenance to optimize the efficiency of DG sets, substations, and locomotive engines, reducing the risk of significant plant downtime.
  • Conducted detailed inspections of DC motors, brushes, and excitation generators in locomotive engines, promptly repairing or replacing worn or damaged parts to enhance performance.
  • Implemented periodical maintenance schedules for distribution transformers, supply systems, and cable systems, effectively monitoring their performance to mitigate unforeseen costs and capital investments resulting from sudden failures.
  • Achieved a 10% reduction in breakdowns through the implementation of effective maintenance strategies.
  • Contributed to the planning and estimation of electrical layouts for new buildings housing railway signaling systems.

Education

PGDM - Finance And Marketing

Goa Institute of Management
Goa
06.2021

B.E. - Electrical And Electronics

Goa College of Engineering
Ponda,Goa
08.2016

H.S.S.C -

Deepvihar Higher Secondary School
Vasco Da Gama, Goa
06.2012

S.S.C -

Deepvihar Secondary School-Goa State Board
Vasco Da Gama, Goa
06.2010

Skills

  • Financial Analysis
  • Product management
  • Documentation And Reporting
  • Account Management
  • Client relationship management
  • Business development
  • Python, SQL, Excel VBA, R
  • Power BI, Tableau
  • Thomson Reuters desktop product: Refinitive Eikon
  • Strong analytical, interpersonal and decision-making skills

Summer Internship

04/2020-06/2020

Jr. Equity Research Analyst

Hedge Equities Ltd., Kochi, Kerala


  • Researched and analyzed macroeconomic factors and the NBFC industry to identify pandemic-resilient sectors and least-impacted NBFCs.
  • Conducted both qualitative and quantitative research on major NBFCs, evaluating their competitiveness, sustainability, and valuation.
  • Developed dynamic financial models in Excel to automate assumptions and projections, facilitating forecasting and strategic planning, thereby contributing to client success while optimizing efficiency.
  • Prepared comprehensive research reports, investment theses, and engaging presentations summarizing findings and recommendations for client decision-making.
  • Stayed abreast of industry trends to conduct timely and relevant research, providing valuable insights to clients.
  • Supported senior management with precise research findings, aiding informed decision-making processes.
  • Identified lucrative investment opportunities through rigorous market analysis, fostering business growth.

Certification

  • Data Science and business analytics course, Boston Institute of Analytics and KPMG, 2020
  • Introduction to portfolio construction and analysis with Python, EDHEC Business School, Coursera, 2020
  • Business analysis fundamentals, Udemy, 2023
  • SQL for data analysis-with SQL Server, Udemy, 2023
  • Microsoft Power BI Desktop for business intelligence, Udemy, 2023


Awards

  • Received ‘Daily Report Wizard of the Week’ award for the reports submitted during the summer internship project, 2020
  • Former member of GIM choir, Secured distinction in Trinity College Choral examination (Foundation level), 2019
  • Secured Grade B in Spanish language course (A1.1 level) by University of Seville at GIM, 2019
  • Secured 2nd place in school for H.S.S.C examination, 2012
  • State topper in Science subject for S.S.C examination and also secured 3rd place in school for the same examination, 2010
  • Winner, School Championship of MaRRS International Spelling Bee, 2008-09


Projects

Finlatics-Financial Markets Experience Program (FMEP), 2019

  • A 2-month equity trading, research, and analysis-based project to create, manage and maintain a real-time simulated portfolio on BSE-500 listed companies. It also involved sector-wise and company-specific research on the Indian Economy.
  • Also, received a letter of recommendation for the performance during the project period.


Social Sensitivity and Community Engagement Project, 2019

  • A social sensitivity and community engagement project in which our client was ATMA (Agriculture technology management agency), a district level autonomous body.
  • The project was focused on areas such as capacity building and mobilization of local chilly farmers


Factory Lighting Systems, Schemes and Design, 2016

  • An under-graduation project in which our team designed a proper retrofit scenario for a factory, an advanced lighting simulation tool.
  • Identified potential avenues of energy conservation, estimated the cost, ROI and payback period of the new lights and fittings
  • This project had a payback period of 1 year with a 10-year savings of Rs.18,00,000

Timeline

Account Manager-Private Wealth Management

Anand Rathi Wealth Ltd.
08.2023 - 04.2024

J.E. Apprentice

Mormugao Port Trust
10.2016 - 10.2017

PGDM - Finance And Marketing

Goa Institute of Management

B.E. - Electrical And Electronics

Goa College of Engineering

H.S.S.C -

Deepvihar Higher Secondary School

S.S.C -

Deepvihar Secondary School-Goa State Board
  • Data Science and business analytics course, Boston Institute of Analytics and KPMG, 2020
  • Introduction to portfolio construction and analysis with Python, EDHEC Business School, Coursera, 2020
  • Business analysis fundamentals, Udemy, 2023
  • SQL for data analysis-with SQL Server, Udemy, 2023
  • Microsoft Power BI Desktop for business intelligence, Udemy, 2023


Suchitra Divakaran