About Me

  • Results-oriented finance professional with a solid educational background in MBA finance and relevant certification in equity derivatives and mutual funds. Experienced in securities advisory, customer service, and financial analysis. Strong analytical skills with a proven ability to manage investment portfolios and engage in problem solving.

Work Experience

Finance Trainee
- Motilal Oswal Financial Services
  • Live Markets and trading experience
  • 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
- CMA CGM
  • 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
Finance Executive
- Influence India Export
  • 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 overview 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 -
Advance Excel Training
  • Completed training by Greybricks.
February, 2023 -
Commercial Banking Certification
  • Virtual Certification from Forage for JPMorgan Chase & Co.
January, 2023 -
Fundamentals of Digital Marketing
  • Form Google Digital Garage.
January, 2023 -
Fundamentals of Digital Marketing
  • Completed by Google.
Jan'2023 -
Equity Trading and Investments
  • Completed by IMARTICUS.
July, 2023 -