Experience

StartupLanes

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Analysis & Investment Banking

  • Jan 2023 - Jul 2023

  Goa, India -Fundamental Analysis of startups coming for raising funds and Drafting Equity Research reports. - Helping startups in making their Valuation and Projection report. - Handling Due-Diligence of startups before onboarding as clients for funding. - Investor Relation Manager, Co-ordinating with investors for new opportunities of investment and reviewing of periodical data of startups on which they have invested on a monthly/quarterly basis. - Generating new leads for founders of… Show more -Fundamental Analysis of startups coming for raising funds and Drafting Equity Research reports. - Helping startups in making their Valuation and Projection report. - Handling Due-Diligence of startups before onboarding as clients for funding. - Investor Relation Manager, Co-ordinating with investors for new opportunities of investment and reviewing of periodical data of startups on which they have invested on a monthly/quarterly basis. - Generating new leads for founders of startups and investors from the online channel. - Evaluation of startups for M & A and coordinating it with relevant opportunities/options. Show less



Trafigura

• Singapore
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Bank Reconciliation Analyst

  • Jun 2019 - Sep 2022

  Bkc, Mumbai 1) Performed reconciliations for Inter-co, Broker and Portfolio of various commodity products amounting to 3 billion+ daily cash operations and prepared and published periodic reports 2)Retained 1 million+ by avoiding excess interest costs & other expenses levied by banks by identifying & utilizing the idle cash & creating an auto-detection process for odd/high charges levied by banks 3) Identified and presented to the Business controller the enhancement areas in existing software to… Show more 1) Performed reconciliations for Inter-co, Broker and Portfolio of various commodity products amounting to 3 billion+ daily cash operations and prepared and published periodic reports 2)Retained 1 million+ by avoiding excess interest costs & other expenses levied by banks by identifying & utilizing the idle cash & creating an auto-detection process for odd/high charges levied by banks 3) Identified and presented to the Business controller the enhancement areas in existing software to utilize for upcoming products instead of new software; saved millions and re-training time 3) Screened 200+ out-of-proof bank accounts to close the gaps of unidentified funds, making them all in-proof accounts and establishing strong controls for future operations 4) Designed new controls to strengthen accounting standards; used robotic process automation to optimize workflows 5) Accelerated QlikView’s usage to aggregate data across products and regions; designed predefined templates on the QV dashboard Show less



Enactus

• United States
• Non-profit Organizations
• 700 & Above Employee

• Head of Department

  • Jul 2017 - Nov 2018

  Mumbai, Maharashtra, India 1) Led a 7-member team for a venture named Bhog, generated livelihood for 20+ families 2) Partnered with Sneha NGO for a venture ‘Neev’, empowered underrepresented women, which led to a 150% increase in recruits for Neev; identified reasons for their high attrition and reduced it by 50%

• Team member

  • Jul 2016 - Jun 2017

  Mumbai, Maharashtra, India As a team member, I worked on community outreach projects to empower and improve the lives of economically or socially disadvantaged people.



Anand Rathi Share and Stock Brokers Ltd

• India
• Financial Services
• 700 & Above Employee

• Business Analyst

  • May 2018 - Jul 2018

  Mumbai, Maharashtra, India 1) Analysed and improvised the product offering through Tableau with the Vice-President and his team to attract young investors; Attracted 10% new customers and increased customer retention by 20% 2) Increased 25% engagement on the Portfolio tracker (Kuber) by validating and implementing correct unrealized and realized profits figures with projected capital taxes



Anand Rathi Share and Stock Brokers Ltd

• India
• Financial Services
• 700 & Above Employee

• Management Trainee

  • Nov 2017 - Mar 2018

  Mumbai Area, India 1) Examined major broking houses of India – Products and Financials in terms of customer acquisition, revenue & PAT, growth rate, latest technology and other USPs 2) Learned investment, research, and trading; understood key operations of stock brokering firm; optimized the corporate website 3) Collaborated with in-house IT for ‘Stock and Mutual fund baskets’; served as a liaison between business users, IT and management