Sakshi Mathapati

Business Development Executive

Bengaluru, Karnataka, India3 yrs 3 mos experience

Key Highlights

  • President of Finance Club at IIM Sambalpur
  • Experience in equity research and financial modeling
  • NISM certifications in Equity Derivatives and Risk Management
Stackforce AI infers this person is a Finance Professional with expertise in investment research and market strategy.

Contact

Skills

Core Skills

Financial AnalysisEquity ResearchMarket Research

Other Skills

CommunicationPresentation SkillsSoft SkillsStrategic Planning

About

As an MBA candidate at IIM Sambalpur and President of the Finance Club, I am passionate about finance, investment research, and market strategy. My experience as an Equity Research Associate and an internship at the Reserve Bank of India has honed my skills in financial valuation and modeling. My professional journey includes roles at ULJK Securities, TrustPlutus Wealth Management, and BigWin Infotech, where I worked extensively on equity research, market strategy, and corporate finance. I have authored sectoral reports, onboarded institutional clients, and mentored interns, demonstrating leadership and strategic acumen. I hold NISM certifications in Equity Derivatives and Risk Management, reflecting my commitment to continuous learning in financial markets. Through my leadership at the Finance Club at IIM Sambalpur, I actively engage with industry experts, organize finance-focused events, and foster a knowledge-sharing community. I thrive in dynamic, data-driven environments where I can leverage my expertise to generate insights and drive impact-ful decisions. Let’s connect to explore opportunities in investment research, financial analysis, and strategy

Experience

Dezerv

Client Financial Partner

May 2025Present · 10 mos · Bengaluru, Karnataka, India · On-site

Reserve bank of india (rbi)

Summer Intern

Apr 2024Jun 2024 · 2 mos · Mumbai, Maharashtra, India · On-site

Bears n bulls, the finance club - iim sambalpur

President

Aug 2023Jun 2025 · 1 yr 10 mos

Uljk financial services private limited

Equity Research Associate

Oct 2021Jun 2022 · 8 mos · Mumbai, Maharashtra, India

Financial AnalysisEquity ResearchPresentation Skills

Sbicap securities

Dealer

Jan 2021Mar 2021 · 2 mos

Trust-plutus wealth managers ( india) private limited

Research Trainee

Oct 2019Dec 2019 · 2 mos · Mumbai, Maharashtra, India · On-site

CommunicationFinancial AnalysisPresentation Skills

Bigwin infotech

Market Research Intern

Jul 2019Sep 2019 · 2 mos · Mumbai, Maharashtra, India · On-site

Soft SkillsMarket ResearchPresentation Skills

Bcb brokerage private limited, investment banking arm

Intern

Jan 2018Mar 2018 · 2 mos · Mumbai, Maharashtra, India · On-site

Education

Indian Institute of Management Sambalpur

Master of Business Administration - MBA

Jun 2023Jun 2025

Bombay Stock Exchange Institute

bachelor's in capital market — capital market

Jan 2017Jan 2020

Army Public School Bangalore

FinX Institute Limited ( Formerly BSE Institute Limited)

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