Experience

Sumanil Designers and Consultants Private Limited

• India
• Civil Engineering
• 1 - 100 Employee

• Senior Financial Associate

  • Apr 2021 - Present

  1. Forecasting and budgeting, and monitored cost projections 2. Performing financial statements analysis and variance analysis 3. Preparing and presenting MIS of financial data to the Management 4. Managed a project with the capacity of Team Leader for the State Government of Uttarakhand, handling a team of 4 people and being the Point of Contact for the project.

• Financial Associate

  • Sep 2019 - Mar 2021

  1. Designing value propositions for the company before applying for State Government Road Safety Audit tenders and lent assistance in applying the said tenders.2. Participated on ground to determine "actual" cost while preparing cost-effective and benefit analysis.3. Managed company financials and accounts on a broader perspective.



Reliance Securities (Reliance Money) Limited

• India
• Financial Services
• 400 - 500 Employee

• Senior Relationship Manager

  • Apr 2018 - Jul 2019

  1. Acquisition of new customers and catering their financial requirement 2. Provide financial solutions and a basket of financial instruments to clients like Direct Equity, Mutual Funds, PMS, Real Estate, Unlisted Equities, Insurance and Loans to cater their needs as per their investment horizon, risk appetite and goals 3. Service the clients by managing and reviewing their financial portfolios 1. Acquisition of new customers and catering their financial requirement 2. Provide financial solutions and a basket of financial instruments to clients like Direct Equity, Mutual Funds, PMS, Real Estate, Unlisted Equities, Insurance and Loans to cater their needs as per their investment horizon, risk appetite and goals 3. Service the clients by managing and reviewing their financial portfolios



ICICIdirect

• India
• Financial Services
• 700 & Above Employee

• Associate Wealth Manager

  • Jun 2017 - Feb 2018

  1. Generate fresh leads and acquire clients to increase the customer base 2. Achieve sales and revenue targets spread across product mix including Mutual Funds, Equity Revenue and Life Insurance among others 3. Profile customers and provide them with investment and financial advice according to the financial goals set 4. Ensure the highest level of service to the client to aid customer retention 5. Prepare and maintain Sales Call reports and all relevant MIS 1. Generate fresh leads and acquire clients to increase the customer base 2. Achieve sales and revenue targets spread across product mix including Mutual Funds, Equity Revenue and Life Insurance among others 3. Profile customers and provide them with investment and financial advice according to the financial goals set 4. Ensure the highest level of service to the client to aid customer retention 5. Prepare and maintain Sales Call reports and all relevant MIS



Dun Bradstreet Tangram Advisor Services Private Limited

• India
• Consumer Services

• Research Analyst Intern

  • Apr 2016 - Jun 2016

  Project Title: ‘Study on Socio-economic Aspects in Industrial Clusters in India’ Roles and responsibilities: 1. Market Research - Data interpretation and analysis of data gathered through secondary research 2. Worked on the business development segment of the project including understanding the requirement of the client and the preparation of the proposal for them on the given project 3. Prepare reports on the Socio-economic parameters for 7 different Micro Small Medium enterprises