About
Finance and operations professional with 2+ years of experience across investment advisory, banking operations, portfolio analysis, and MIS reporting. Experienced in reviewing financial information, identifying discrepancies, coordinating with stakeholders, and preparing accurate reports using Excel. PGDM Finance with exposure to equity, mutual funds, and derivatives.
Experience3
Senior Executive / Advisor
Jul 2025 — Mar 2026Motilal Oswal Financial Services Ltd
Analyzed equity and mutual fund portfolio performance and prepared periodic investment review reports. Conducted financial analysis, market research, and portfolio assessments to identify inconsistencies and support recommendations. Coordinated client communications ensuring accurate and timely service delivery.
Intern
Jun 2024 — Sep 2024Hem Corporation Pvt Ltd
Researched operational workflows across procurement, inventory, and costing to identify cost-saving opportunities. Analyzed process gaps and documented improvements to support business efficiency.
Junior Officer - Email Management
Feb 2022 — Jan 2023HDFC Bank
Managed 130+ daily customer queries via inbound/outbound communication with zero escalations. Investigated discrepancies and collaborated with cross-functional teams to resolve issues within service standards. Generated and maintained MIS reports tracking query volumes, resolution times, and performance.
Projects1
Taxation Analysis
Analyzed tax assessment, revised returns, AIS, and TRACES through a practical taxation case study.
Education2
Post Graduate Diploma in Management
2023 — 2025Uma Krishna Shetty Institute of Management Studies
Finance
Bachelor of Management Studies
2018 — 2021S.M. Shetty College of Science and Commerce