Maitri Patel
Equity Research Associate at Elara Capital- Claim this Profile
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Bio
Credentials
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Financial Modelling and Valuation
EYDec, 2021- Nov, 2024 -
CFA Level 1
CFA InstituteNov, 2019- Nov, 2024
Experience
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Elara Capital
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United Kingdom
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Financial Services
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100 - 200 Employee
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Equity Research Associate
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Oct 2022 - Present
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Evalueserve India
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IT Services and IT Consulting
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300 - 400 Employee
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Equity Research Associate
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Mar 2022 - Oct 2022
ASEAN BANKS ASEAN BANKS
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Dalmus Capital
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Mumbai, Maharashtra, India
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Equity Research Intern
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Feb 2022 - Feb 2022
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Smartbull.ai
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India
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Financial Services
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1 - 100 Employee
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Equity Research Intern
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Oct 2021 - Jan 2022
Performed deep, bottom-up fundamental analysis of over 10 stocks in the Information Technology sector Researched industry trends and analyzed the company’s financials to make an informed recommendation. Responsible for writing coverage updates and research reports for security holding in a specific sector. Maintained company database including company profile, financials, and Con call transcripts. Performed deep, bottom-up fundamental analysis of over 10 stocks in the Information Technology sector Researched industry trends and analyzed the company’s financials to make an informed recommendation. Responsible for writing coverage updates and research reports for security holding in a specific sector. Maintained company database including company profile, financials, and Con call transcripts.
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Axis Bank
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India
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Banking
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700 & Above Employee
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Deputy Manager
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Aug 2020 - Sep 2021
Identified cross-selling opportunities for MFI and trained the MFI Sales team on product and processes Introduced and trained MFI Sales team on CRM to increase and track customer engagements. Ensured CRM updation and resolved internal stakeholder complaints in stipulated turnaround time. Liaison with IT team to automate the process of Incentive calculation for the Microfinance sales team. Designed a Dashboard to monitor monthly performance of sales team on various business parameters. Started department-wide “Knowledge Series” emails to discuss MFI product & its key features. Designed contests for competition among MFI sales team across various Zones, Regions & Areas
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International Water Management Institute (IWMI)
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Sri Lanka
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Research Services
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300 - 400 Employee
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Summer Intern
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Jun 2019 - Jul 2019
Exploratory Study of Amaranth Value Chain in Gujarat - Value Chain Analysis of Amaranth crop in three major growing geographies in India: Gujarat, Uttarakhand and Karnataka(Bangalore) - Computed the economics of cultivating Amaranth grain in Gujarat and Uttarakhand. - Feasibility Analysis of growing Amaranth vs. Wheat in Gujarat. - Extensive research on product development of Amaranth based food products such Amaranth Khakhra and Amaranth - Estimated the current market size for Grain Amaranth and market potential of Amaranth Flour and Multi-Grain Bread. - Devised a B-Plan for providing Amaranth based Nutrition Bar as a food supplement in Mid-day meals in Dhundhi, Gujarat.
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Education
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Institute of Rural Management Anand (IRMA)
Master's degree -
Dharmsinh Desai University
Bachelor of Technology - BTech, Computer Engineering -
Divine Child School