Summary
Overview
Work History
Education
Skills
Timeline
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Yagaesh Vetrivel M

Equity Advisor
Bengaluru

Summary

A results-driven MBA graduate with 1.5 years of experience in high-pressure financial services and a strong foundation in strategy, business analytics, and executive support. Proven ability to manage data-driven insights, coordinate cross-functional projects, and communicate effectively with senior stakeholders. Adept at working with confidential information, preparing high-quality reports, and supporting decision-making processes. Eager to leverage a strong analytical and business foundation to contribute to the CEO’s office at Apollo Hospitals.

Overview

1
1
year of professional experience

Work History

Equity Advisor

Motilal Oswal Wealth Limited
02.2024 - Current

How Could My Experience Help in This Role?


  • Proven agility in high-pressure environments: My experience in equity dealing sharpened my ability to work with speed and precision—ideal for the fast-paced, high-stakes nature of a CEO’s office.
  • Strong decision-support capability: Used to synthesizing complex data into clear, actionable insights for investors—skills I can apply to preparing reports, presentations, and memos for the CEO.
  • Confidentiality and integrity: Accustomed to handling sensitive financial information, ensuring discretion, data security, and ethical handling of high-level communications.
  • Excellent communication with senior stakeholders: Daily interaction with clients, analysts, and brokers has polished my verbal and written communication—essential for coordinating with internal departments and external partners on behalf of the CEO.
  • Analytical mindset backed by MBA foundation: My MBA coursework in strategy, finance, and operations management empowers me to analyze problems holistically and offer structured recommendations.
  • Project ownership and multitasking: Balanced multiple trades, client queries, and compliance tasks daily—skills that translate into effective coordination of initiatives and priorities from the CEO’s desk.
  • Financial and business insight: Exposure to markets and performance analysis has given me a strong commercial acumen, which can aid in evaluating hospital performance metrics and strategic opportunities.
  • Detail-oriented execution: Precision is key in both equity trading and executive operations—my background ensures error-free documentation, meeting scheduling, and briefing support.

Education

MBA - Financial Analysis

RL Institute of Management Studies
Madurai, India
04.2001 -

Skills

  • Strategic Planning & Business Analysis
  • Financial Reporting & Budget Insights
  • Executive Communication & Stakeholder Engagement
  • Project Coordination & Operations Management
  • Market Research & Data Interpretation
  • Presentation Design (PowerPoint, Excel Dashboards)
  • Time Management & Multitasking
  • Confidential Information Handling
  • MS Office Suite (Excel, Word, PowerPoint)
  • Business Writing & Executive Briefing Preparation

Timeline

Equity Advisor

Motilal Oswal Wealth Limited
02.2024 - Current

MBA - Financial Analysis

RL Institute of Management Studies
04.2001 -
Yagaesh Vetrivel MEquity Advisor