Srashti Varshney

Business Development Executive

Noida, Uttar Pradesh, India4 yrs 7 mos experience

Key Highlights

MBA in Financial Markets & Banking from GLA University.
Completed multiple NISM certifications to enhance financial knowledge.
Experience in financial planning and banking regulations.

Stackforce AI infers this person is a Financial Services professional with expertise in banking and investment analysis.

Contact

srashtivarshney1813@gmail.com 9058992969 LinkedIn

Skills

Core Skills

Financial PlanningBusiness DevelopmentFinancial AnalysisBanking

Other Skills

Banking RegulationsClient AcquisitionCustomer ServiceEnglishFinanceFinancial AdvisoryInvestment Portfolio ManagementInvestmentsLeadershipMarketingMicrosoft ExcelProblem SolvingProject ManagementResearchSales

About

I have successfully completed my MBA in Financial Markets & Banking from GLA University, Mathura. During my MBA, I had the opportunity to do my summer internship with BSE Ltd., where I worked on a research project focusing on the Capital Adequacy Ratio (CAR) of banks and its impact on profitability. This experience helped me strengthen my understanding of banking regulations, financial analysis, and market research. Additionally, I have completed the following NISM certifications to enhance my knowledge and professional skills: ✅ NISM 5A – Mutual Fund Distributors ✅ NISM 12 – Foundation of Financial Markets ✅ NISM 18 – Foundation of Financial Market

Experience

Opulence wealth

Service Relationship Manager

Sep 2025 – Present · 6 mos

Mastertrust

Manager

Jan 2025 – Sep 2025 · 8 mos · Delhi, India

Bajaj capital insurance broking ltd.

Assistant Manager Retirement planning

Dec 2022 – Jan 2025 · 2 yrs 1 mo · Gurugram, Haryana, India

Wise finserv

Associate Financial Planner

Jul 2021 – Nov 2022 · 1 yr 4 mos · Noida, Uttar Pradesh, India

Worked in Wise Finserv organization as a financial advisor during which I focused on client acquisition and developing new methodologies for business development. I also did financial planning of clients and helped them in making a sound decision on their Investment portfolio based on their objectives and building wealth by making the decision for the asset class and products for investment in financial instruments like Mutual Funds, Bonds, Insurance etc.

Financial PlanningClient AcquisitionInvestment Portfolio ManagementBusiness Development

Bse institute ltd

Fresher

May 2020 – May 2022 · 2 yrs · Mumbai, Maharashtra, India

I have done Nism 5A - mutual fund distributor certification, NISM -12 Foundation of Financial Market certification,and I am also preparing for Nism-10a investment advisor.I did my summer internship with BSE Ltd in 2020 where I had my research report topic on determining the capital adequacy ratio of Bank and Profitability in 2021.

ResearchFinancial AnalysisBanking RegulationsBanking