Aryan Patil

Operations Associate

Mumbai, Maharashtra, India0 mo experience

Key Highlights

Strong foundation in equity trading and derivatives
Proven client engagement and relationship management skills
Eager to apply analytical skills in dynamic finance roles

Stackforce AI infers this person is a candidate for entry-level roles in Fintech and Wealth Management.

Contact

Skills

Core Skills

Wealth ManagementFinancial ProductsCustomer ServiceConflict Resolution

Other Skills

Financial AnalysisMarket ResearchProblem SolvingCustomer NegotiationsEquity DerivativesFutures and Options (F&O)Financial ModelingMergers & Acquisitions (M&A)Client Interfacing SkillsMicrosoft OfficeAccounting

About

I’m a highly driven graduate with a background in Accounting and Finance, holding NISM certifications in Equity and Derivatives. I’ve developed strong communication and client-handling skills through past experiences, and I continue to sharpen my technical understanding of financial markets. With a solid foundation in equity trading concepts, derivatives, and regulatory frameworks, I’m eager to apply my knowledge in dynamic finance roles. My goal is to build a meaningful career in finance—whether in equity research, wealth management, or the FinTech space—where I can blend analytical skills with strategic thinking to drive value. Let’s connect if you’re hiring, collaborating, or passionate about the markets!

Experience

0 mo

Total Experience

Average Tenure

Current Experience

Nuvama wealth

Wealth Management Intern

Dec 2025 – Present · 4 mos · Mumbai Metropolitan Region · On-site

Assisted Wealth Relationship Managers in client engagement, portfolio reviews, and relationship management to support high-net-worth client servicing.
Contributed to client acquisition by conducting lead generation, follow-ups, and introductory calls, helping expand the firm’s prospective client pipeline.
Developed working knowledge of financial products, including Mutual Funds, Insurance, PMS, AIFs, and
Structured Products while supporting advisory and research activities.
Prepared client reports, maintained MIS, and managed fund tracking data using Excel (Mutual Funds, AIFs, and PMS) to monitor focused investment products and transactions.

Financial AnalysisMarket ResearchWealth ManagementFinancial Products

Airbnb

Resolution Specialist

Apr 2024 – Jun 2024 · 2 mos

Negotiated with suppliers or service providers on behalf of customers to resolve billing disputes and secure refunds or credits.
Managed a high volume of customer accounts, keeping detailed records of interactions and follow-ups.
Making sure the best possible action was implemented, making amends to previous decisions, etc. providing with the most satisfactory resolution to the clients.
Handled last-minute changes, cancellations, or special requests with professionalism and efficiency. Mediated communication between guests and service providers to ensure clarity, satisfaction, and timely issue resolution.

Problem SolvingCustomer NegotiationsCustomer ServiceConflict Resolution