Jas Waghela

Business Development Executive

Mumbai, Maharashtra, India9 mos experience

Key Highlights

  • Strong financial advisory skills honed through practical experience.
  • Leadership in Finance Club translating theory into practice.
  • NISM Certified in Equity Derivatives and Research Analysis.
Stackforce AI infers this person is a Financial Services professional with a focus on B2B financial advisory and investment management.

Contact

Skills

Core Skills

Customer Relationship Management (crm)Financial AdvisoryInvestments

Other Skills

CommunicationSalesEquity TradingOrganization GrowthEvent ManagementGaining CommitmentTable TennisFinancial MarketsSnacksCreativity and InnovationInvestment DecisionsManagerial FinanceMarket AnalysisFinancial ReportingCareer Counseling

About

Our recent tenure at Bombay Management Association sharpened my financial advisory skills, reinforcing expertise in capital markets, Event Management and Accounting. The hands-on experience complemented my ongoing MBA studies in Finance at ATLAS SkillTech University, where my academic pursuits include advanced financial modeling and strategic financial planning. As part of the Finance Club, collaboration and leadership have been central to our efforts, translating theoretical knowledge into practical solutions. With a keen eye on financial management innovation, I'm eager to contribute to a team's efficiency and growth, leveraging a comprehensive educational foundation and professional acumen in finance.

Experience

Phillipcapital india

2 roles

Relationship Manager - B2B

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

Customer Relationship Management (CRM)Financial Advisory

Management Trainee- B2B

Jun 2025Dec 2025 · 6 mos · Mumbai, Maharashtra, India · On-site

  • Equity Dealer, Investments, Financial Advisory, B2B Dealer
CommunicationSalesFinancial AdvisoryInvestments

Bombay management association

Finance Associate

May 2024Aug 2024 · 3 mos · Mumbai, Maharashtra, India · On-site

InvestmentsFinancial Advisory

Education

ATLAS SkillTech University

Master of Business Administration - MBA — Finance

May 2023May 2025

Vivek College of Commerce

Bachelor of Commerce - BCom — Accounting

Aug 2019Apr 2022

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