Summary
Overview
Work History
Education
Skills
Certification
Skills - Information Technology
Affiliations
Community Service
Accomplishments
Languages
Timeline
Generic
Vaibhav Payasi

Vaibhav Payasi

Burhar

Summary

Dynamic finance professional with a proven track record at Yes Bank Ltd, excelling in portfolio management and investment services. Skilled in visualization tools and analysis, I successfully managed and acquired new clients, and enhanced wallet share through strategic cross-selling, while ensuring compliance with regulatory standards. Committed to delivering comprehensive financial solutions.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Deputy Manager- Yes Premia Relationship Manager

Yes bank Ltd
New Delhi
07.2024 - Current
  • Managed banking and investment relationships for retail and HNI clients, driving CASA and investment growth.
  • Served as single point of contact for clients, ensuring seamless service and comprehensive financial solutions.
  • Conducted periodic portfolio reviews to identify opportunities and ensure compliance with regulations.
  • Acquired new clients while increasing wallet share through cross-selling of retail assets, forex, and remittances.
  • Ensured adherence to KYC, AML, and audit standards per RBI, SEBI, AMFI, and IRDA guidelines.
  • Followed internal control processes to mitigate operational, compliance, and reputational risks.
  • Advised clients on mutual funds and AIFs through risk profiling and suitability-based recommendations.
  • Executed and monitored investment transactions with complete compliance, and timely documentation.
  • Tracked customer activity to flag suspicious transactions, and enforce AML and risk control protocols.

Business Analyst Intern

Outlook Publishing India
New Delhi
05.2023 - 07.2023
  • Acquired practical experience within the print media sector, and identified key features of various products.
  • Cultivated effective communication to resolve client inquiries and issues effectively.
  • Developed and nurtured relationships with prospective clients, while maintaining strong connections with existing clients.
  • Analyzed sales data by preparing a visualization dashboard in Tableau to identify the best corporate activities.
  • Analyzed survey data through data pre-processing and visualization in Tableau to derive actionable insights.
  • Carried out linear regression analysis in Excel for accurate sales forecasting for a two-year period.

Education

PGDM - Finance & Business Analytics

New Delhi Institute of Management
New Delhi
05-2024

BBA -

Ajeenkya D. Y. Patil University
Pune
05-2021

Class XII - PCM

Saigrace Academy International
Dehradun
04-2018

Class X -

Carmel Convent Sr. Sec. School
Burhar
04-2016

Skills

  • Tableau
  • Power BI
  • MS Excel
  • PowerPoint
  • SQLite
  • UiPath automation
  • Microsoft Azure AI Cloud Services
  • Portfolio management
  • Investment management
  • Effective communication
  • Risk assessment
  • Financial analysis

Certification

  • AI Basics for Beginners
  • Knime L1 basic proficiency
  • NISM Series 5-A mutual fund distributor
  • NISM Series 7 Securities Operation and Risk Management
  • REPA-NDIM Renewable Energy (RE) and Sustainability
  • Investment Banking Virtual Experience Program, 'JP Morgan', Forage
  • Financial Literacy program 'Kona Kona Shiksha,' organized by Kotak Securities Ltd and NISM
  • IRDA

Skills - Information Technology

  • Intermediate Computing and Application Level in Advance MS Excel & Powerpoint
  • Working knowledge of programming languages- SQLite, Python (Pandas, NumPy, Matplotlib, Sci-kit learn, Keras & Tensorflow)
  • Working knowledge of Dashboard Analytics using Tableau & Power BI
  • Working knowledge of UiPATH Automation & Microsoft Azure AI Cloud Services
  • Basic knowledge of EViews 12SV for Financial Analysis

Affiliations

  • Coordinator, REPA-NDIM 15th ENERTIA Awards 2022
  • Coordinator, Member of the Discipline Committee, Spandhan 2023, NDIM

Community Service

  • Volunteered for AIIMS Blood Donation Camp, 11/01/22
  • Organized hygiene awareness for street vendors and participated in the fundraising and the teaching campaign with Umeed NGO., 12/01/22 - 01/31/23
  • Volunteered for AIIMS Blood Donation Camp, 10/01/23

Accomplishments

Exemplary Performance in Investments

Languages

Hindi
First Language
English
Advanced (C1)
C1

Timeline

Deputy Manager- Yes Premia Relationship Manager

Yes bank Ltd
07.2024 - Current

Business Analyst Intern

Outlook Publishing India
05.2023 - 07.2023

PGDM - Finance & Business Analytics

New Delhi Institute of Management

BBA -

Ajeenkya D. Y. Patil University

Class XII - PCM

Saigrace Academy International

Class X -

Carmel Convent Sr. Sec. School

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Vaibhav Payasi