Aashish C Raj
Bengaluru,Karnataka
Summary
Demonstrated analytical professional well-versed in reviewing company reports and filings to develop an understanding of the company. Adept at forming strong working relationships with key business executives and meeting with clients to provide updates and recommendations based on individual client objectives.
Overview
3
3
years of professional experience
Work History
Equity Research Analyst, Head
Sharewealth India Ltd
01.2023 - 06.2023
- Analysis of various market trends and figures
- Spearheaded comprehensive presentations for management and audiences of 50 individuals.
- Provided investors with detailed ratings based on overall earnings performance.
- Improved efficiency by 48% through alternative methods and creating new databases.
- Preparing reports on different world markets on a weekly basis
- Attending customer queries based on stock related news
Financial Analyst Intern
Arihant Capital
06.2022 - 07.2022
- Created a presentation template for raising off funds and Survey of trader about preference of broker
- Survey of Banks to identify Senior Citizen Products and Analysis and monitoring of IPO and statistical data trends.
- Used Salesforce to calculate profitability, solvency and liquidity of specific companies.
- Maintained database by verifying information and recording new information when needed.
- Generated 6 new clients through coldcalling techniques in 2022.
- Conducted marketing research resulting in 13 strong leads.
Business development Manager
Entri Software Private Ltd
05.2021 - 07.2021
- Generated new business with marketing initiatives and strategic plans.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
Accounts Associate
NMA Associates
11.2020 - 04.2021
- Gained Experience in Analysis of Financial statements of small scale companies and prepared reports using MS excel and tally ERP 9
- Conducted tax filing of various small scale companies in FY 2019-20
- Assisted in preparing Final accounts of various Small Scale companies
- Established new client accounts by utilizing industry registration requirements.
- Assisted management with annual expense plans to strategically track income or revenue.
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
- Used accounting software to prepare weekly and monthly financial reports.
Education
MBA (BFSI) -
Symbiosis Universityof Applied Sciences
2023
Bcom - Computer Applications
Rajagiri College of Management And Applied Sciences
Kochi, Kerala2020
Skills
- Analytical and Critical Thinking
- Teamwork and Collaboration
- Self-Directed
- MS Office
- Customer Relations
- Problem-Solving
- Organization and Time Management
- Relationship Building
- Microsoft Office
- Cultural Awareness
- Multitasking Abilities
- Interpersonal Communication
- Active Listening
- Dependable and Responsible
- Data Mining
- Internal Auditing
- Predictive Modeling
- Business Planning
- Data Mapping
- Python and R
- Quality Assurance
- SQL
- Bookkeeping
- Statistical Analysis
- Quickbooks
- Tally ERP
Timeline
Equity Research Analyst, Head
Sharewealth India Ltd
01.2023 - 06.2023
Financial Analyst Intern
Arihant Capital
06.2022 - 07.2022
Business development Manager
Entri Software Private Ltd
05.2021 - 07.2021
Accounts Associate
NMA Associates
11.2020 - 04.2021
MBA (BFSI) -
Symbiosis Universityof Applied Sciences
Bcom - Computer Applications
Rajagiri College of Management And Applied Sciences
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