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PROFILE SUMMARY
Proven achiever in financial analysis and client relationship management, with a track record of exceeding sales
targets at ICICI Securities and enhancing shareholder value by 8% during a finance internship at Bhojani Industries.
Skilled in risk management and adept at fostering long- term collaborations, consistently delivering exceptional results.
EDUCATION
Bharati Vidyapeeth IMED, Pune May 2024
Candidate for Master of Business Administration (MBA) CGPA 8.46/10
Deccan Education, Chintamanrao College of Commerce, Sangli August 2022
Candidate for Bachelor of Business Administration (Finance) CGPA 7.7/10
EXPERIENCE
ICICI Securities, Chief Relationship Manager June 2024 - Present
• Developed & maintained client relationships to ensure satisfaction & foster long-term collaboration.
• Acquired new clients & tailored sales service strategies by analyzing customers’ need& market trends.
• Exceeded quarterly sales targets by identifying and capitalizing on cross-selling opportunities.
• Achieved a milestone by contributing over ₹25 lakh in New Fund Offer (NFO) subscriptions in October, demonstrating
exceptional sales performance and client relationship management.
Bhojani Industries, Pune, Finance Internship June 2023 - Aug2023
• Reduced average inventory holding period from 60 days to 45 days, freeing up ₹2 lakhs in working capital.
• Improved accounts receivable collection efficiency, reducing the average collection period from 90 days to 65 days, accelerating
cash inflow by ₹5 lakhs.
• Conducted a detailed ratio analysis, identifying areas to improve ROE by 8%, increasing shareholder value.
CERTIFICATION
J.P. MORGAN Chase Investment Banking Experience Programme
• Gained hands-on experience in M&A deal analysis, financial modelling, and investment banking processes.
• Demonstrated proficiency in financial analysis, valuation techniques, strategic thinking through case studies.
CFI Corporate Finance Foundation Professional Certificate, linkedin
• Mastered financial statement analysis, financial modeling, risk management through hedging strategies.
• Developed expertise in evaluating investment projects using NPV, IRR, & valuing companies through DCF.
Experience Programme @ Finlatics, Investment Banking
• Developed expertise in equity research, financial analysis & market trends, providing investment guidance.
• Developed and maintained financial models to forecast market movements and investment opportunities
SKILLS
● Accounts ● Investment Advisory ● Ratio Analysis
● Credit Analysis ● Financial Analysis ● Client Relationship Management
ACADEMIC PROJECT
● "Green Finance" (Finance dept): Advanced sustainable financial practices with comprehensive research.
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