SUSHMITA RATH
Capital Market Analyst
Bengaluru
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
8
8
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Customer Service Manager
ICICI Bank
04.2015 - 06.2023
Deputy Manager (APRIL 2021- JUNE 2023)
• Client Solutions and Cross-Selling: Addressed client requests, facilitated cross-selling, ensuring satisfaction.
• Leadership and Training: Mentored associates, supervised performances, and developed training plans.
• Wealth Management Involvement: Managed Mutual Fund reconciliation, engaged in settlement processes, and advised Wealth clients on portfolio management.
Assistant Manager (April 2019- March 2021)
• Customer Satisfaction Focus: Resolved complaints, prioritized satisfaction, and explored cross-selling opportunities.
• Leadership and Training: Mentored associates, emphasizing performance strategies and regulatory compliance.
• Efficiency Enhancement: Supervised employees, assessed performance, and crafted plans to reduce process lags.
• Leadership and Training: Mentored associates, emphasizing performance strategies and regulatory compliance.
• Efficiency Enhancement: Supervised employees, assessed performance, and crafted plans to reduce process lags.
Customer Service officer (April 2015 to March 2018)
Education
BCOM - Accounting And Finance
Ravenshaw University, Cuttack
Cuttack, India 04.2001 -
Skills
Accounting Fundamentals Book Keeping Budgeting Financial statement analysis Financial modeling Corporate valuation Pitchbooks generation
Mergers & acquisitions modeling I Financial Reporting I Audit and Assurance I Well-versed with MS Office (Word Excel and PowerPoint) Advance Excel Good with communication Prepare reports Data Interpretation Profitability Analysis I Investment & Portfolio Management Problem Solving I Adaptability & flexibility I Sales & Relationship Management Customer Service I Risk management I Decision-Making for Performance improvements
Certification
PG in Investment banking and Financial modelling
Additional Information
PROJECTS WITH DATATRAINED
1. THREE STATEMENT VALUATION MODEL
• Financial Data Analysis: Compile and analyze data to identify key assumptions crucial for forecasting in the domain of party and festival planning and decoration.
• Financial Statement Preparation: Create long-term forecasts for the Income Statement, liabilities, and capital assets. Conclude with the completion of
the Balance Sheet and Cash Flow Statement to ascertain the ending cash balance.
2. HERO MOTOCORP (Financial Modeling)
• Cash Flow Forecasting: Forecast expected cash flows from the investment
• Valuation Process: Select a discount rate, typically based on financing or opportunity cost, and apply it to discount forecasted unleveled free cash flows. This step determines both enterprise and equity value in the company valuation process.
PROJECTS WITH RADESHALA
1. Price Action
2. Unemployment Claim
3. Correlation
4.Fed Fund Rate
Timeline
Capital Market Analyst, intern with TradeShala
05-2024
PG in Investment banking and Financial modelling
02-2023
Customer Service Manager
ICICI Bank
04.2015 - 06.2023
BCOM - Accounting And Finance
Ravenshaw University, Cuttack
04.2001 -
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