Work Experience

Finance Executive
- RBL Bank
  • Evaluating complete loan documents and sending them for approval to seniors,
  • Complete Reviews of Collateral and Property Evaluations.
  • Limit Exposure.
  • Preparing credit memo.
  • Analysis of financials in different Parameters.
  • To Understand Clients Business & Provide Appropriate Working Capital Solutions across Fund/ non Fund based Products like Cash Credit, Demand Loan, Buyers Credit, LC, BG.
2024
Finance Trainee (Internship)
- Motilal Oswal Financial Services
  • Research & Analysis Of Various Securities and Stock Market.
  • Served as a Securities Investment Advisor.
  • Gained valuable experience in various aspects of wealth management and financial planning.
  • Learned fundamental and technical analysis.
  • Provided derivatives advisory.
May'23 - June'23
Customer Care Executive
  • Coordinated notice of arrival to customers.
  • Managed manifest and transshipment manifest.
  • Handled emails, resolving customer queries through mail.
  • Conducted data audits to identify improper data in the system.
Sep'21 - Oct'22
Senior Executive
- INFLUENCE INDIA EXPORT
  • Attended exhibitions and acquisition of customer.
  • Senior executive of consignment management team of four members.
  • Maintained purchase and sales records, along with payment records and invoices, calculated TDS summaries.
  • Regulated investment portfolios.
  • Prepared and coordinated export-related legal documents such as sea waybills, bills of lading, and E-way bills.
  • Filed refund applications in Form GST RFD-01 on the GST portal.
  • Attended exhibitions and conducted warehouse checks.
  • Visited the bank to make payments in USD.
Aug'18 - Apr'20

Education

MBA
2022 - 2024
Thakur Global Business School (TGBS), Mumbai
Post Graduate Diploma in Management (PDGM), Finance
AICTE Approved
Bachelor of Commerce (B.Com)
2021 -
Ramanand Arya D.A.V. College, Mumbai
XII (HSC)
2015
Jnana Sarita Jr. College, Mumbai
X (SSC)
2012
Guru Govind Singh High School, Mumbai

Projects

Introduction to Finance & Financial analysis
  • Learned how to analyze financial statements of a company.
  • Prepared a Company and Industry over view page.
Feb'23 -

Certifications

Equity Derivatives Certification
  • Cleared Series XIII from National Institute of Securities Markets (NISM).
July, 2023
Securities Market Foundation
  • Cleared Series XII from National Institute of Securities Markets (NISM).
Jan, 2023
Mutual Fund Distributor
  • Cleared Series V-A from National Institute of Securities Markets (NISM).
July, 2023
Equity Trading and Investments
  • Completed course from IMARTICUS.
July, 2023