Onkar Rajadhyaksha
Melbourne
Summary
Motivated graduate currently pursuing a Master's in Banking and Finance and the Chartered Financial Analyst designation, eager to apply analytical skills and a strong work ethic to drive company growth.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Planning Intern
Amega Financial Solutions
11.2024 - 02.2025
- Provided comprehensive analysis of investments and tailored portfolio recommendations for 5+ clients.
- Assisted in creating retirement income strategies for pre-retirees using Xplan for 2+ clients.
- Conducted extensive market research and identified potential areas of investment diversification for client portfolios.
- Recommended to client strategies in cash management, insurance coverage, investment planning and other areas to help them achieve financial goals.
Co-Founder
Rene
05.2024 - 11.2024
- Spearheaded the successful launch of a new product by developing comprehensive roadmaps detailing feature sets, timelines and release milestones.
- Analysed data from market research studies to identify trends in consumer behaviour and develop targeted market campaigns accordingly.
- Negotiated contracts with 20+ vendors ensuring terms were favourable while maintaining positive working relationships.
- Collaborated with cross-functional teams to create innovative solutions for complex business problems.
Retail Sales Specialist
JB Hi-Fi
11.2023 - Current
- Delivered tailored solutions to over 1000+ clients, enhancing customer satisfaction and driving repeat business.
- Consistently exceeded sales targets through data-driven analysis of product trends and effective cross-selling techniques, upselling and product knowledge.
- Demonstrated exceptional problem-solving skills by analysing customer concerns and delivering prompt, effective solutions, even in high-pressure situations.
Education
Masters - Banking And Finance
Monash University
Caulfield, VIC06-2025
Skills
- Customer Service Excellence
- Financial Planning (Xplan)
- Proficient in MS Office
- Teamwork and Collaboration
- Strong Interpersonal and Communication Skills
- Anaytical Thinking and Problem Solving
Certification
- Level 1 cleared, Chartered Financial Analyst Institute
Timeline
Financial Planning Intern
Amega Financial Solutions
11.2024 - 02.2025
Co-Founder
Rene
05.2024 - 11.2024
Retail Sales Specialist
JB Hi-Fi
11.2023 - Current
Masters - Banking And Finance
Monash University
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