Ramavatar Rathi

Associate Consultant

Pune, Maharashtra, India1 yr experience

Key Highlights

Strong analytical skills with MBA in Finance.
NISM certifications in Mutual Funds and Portfolio Management.
Experience in financial data quality and market research.

Stackforce AI infers this person is a Fintech professional with a focus on investment management and financial analysis.

Contact

Skills

Core Skills

Private EquityPortfolio Management

Other Skills

AuditingBusiness AnalysisDeal due diligenceFinancial AccountingFinancial AnalysisFinancial Market ResearchFinancial MarketsFinancial ModelingFinancial PlanningFinancial ServicesFinancial StatementsInvestment BankingInvestment ManagementLBOMarket Research

About

MBA Finance fresher with strong analytical skills, NISM certifications in Mutual Funds (Series V-A) and Portfolio Management Services (Series XXI-A), internship experience in financial data quality and market research, working knowledge of Excel and Bloomberg, eager to build a career in financial spreading, loan operations, financial markets, and investment banking support.

Experience

Northern trust

Analyst

Dec 2025 – Present · 3 mos · Pune, Maharashtra, India · On-site

Private EquityAuditing

Icici securities

Private Wealth Managemnent

Jul 2025 – Dec 2025 · 5 mos · Chennai, Tamil Nadu, India · On-site

Built and nurtured relationships with high-net-worth clients to deliver personalised wealth management solutions.
Managed diverse investment portfolios across Equity, Mutual fund, PMS and AIF aligning with client goals and risk profiles.
Conducted in-depth financial analysis and performance reviews, presenting actionable strategies to maximize returns.
Identified and executed new business opportunities, driving portfolio growth and market penetration.
Ensured regulatory compliance and delivered seamless onboarding and support to clients.
Key Success:
Expanded client assets under management, increased retention, and received positive feedback for solution-oriented approach during market volatility.
Highlighted Project:
Led a portfolio rebalancing initiative for HNIs, optimizing allocations during volatile periods and safeguarding capital

finance analysisPortfolio Management

Dr. d. y. patil vidyapeeth

Student Placement Coordinator

Jan 2025 – May 2025 · 4 mos · Pune, Maharashtra, India · On-site

🚀 Student Placement Coordinator | Bridging Talent with Opportunity
✔ Connecting with HR professionals on LinkedIn to expand placement opportunities.
✔ Facilitating student placements by aligning roles with their academic and career aspirations.
✔ Building corporate partnerships by visiting organizations and creating hiring opportunities.
✔ Handling HR communication via LinkedIn, email, and professional networking.
✔ Coordinating recruitment drives and ensuring seamless campus hiring experiences.
✔ Strengthening industry-academia relationships to enhance career prospects for students.
🔹 Passionate about creating meaningful opportunities for students and fostering long-term corporate collaborations. Let's connect!