S

Sachin .

Business Development Executive

Delhi, India3 yrs 10 mos experience

Key Highlights

  • Managed accounts for over 30 HNI clients.
  • Developed an Excel VBA solution improving efficiency by 80%.
  • Organized large-scale CSR events enhancing community impact.
Stackforce AI infers this person is a Fintech professional with strong analytical and leadership capabilities.

Contact

Skills

Core Skills

Portfolio ManagementFinancial PlanningTeam LeadershipForecasting

Other Skills

Microsoft ExcelVBA ExcelAnalytical SkillsClient ServicesCorporate CommunicationsTeam BuildingData AnalysisCold CallingStakeholder EngagementObject-Oriented Programming (OOP)Data StructuresAlgorithmsStatisticsMachine LearningWriting

About

I am currently working as a Management Trainee at Anand Rathi Wealth Limited. I am currently managing the accounts of over 30 HNI and UNHI clients. At Anand Rathi, we believe in creating value for clients by uncomplicating the decision making using fearless data-backed advisory.

Experience

3 yrs 10 mos
Total Experience
1 yr 3 mos
Average Tenure
--
Current Experience

Anand rathi wealth limited

Account Manager

May 2023Oct 2024 · 1 yr 5 mos · Delhi, India · On-site

  • Developed investment strategies, presented to HNI and UHNI clients and interacted regularly to strengthen relationships
  • Performed competitive benchmarking of client portfolios, and provided data-driven recommendations to enhance returns
  • Managed everyday operational tasks with precision, ensuring error-free execution of transactions for clients
  • Developed an Excel VBA solution for portfolio realignment planning, improving efficiency by 80%, and automated report generation to enhance accuracy and reduce errors
Microsoft ExcelVBA ExcelAnalytical SkillsPortfolio ManagementFinancial PlanningClient Services

Nivah

2 roles

Coordinator

Promoted

Apr 2022May 2023 · 1 yr 1 mo · Delhi, India

  • Led a team of 11 members in developing and implementing strategies to meet committee objectives, ensuring effective execution and goal achievement
  • Organized and hosted SAKSHAM'21, annual CSR conclave on sustainable development and social responsibility bringing together 7 distinguished corporate leaders, enhancing the event's profile and impact
  • Cultivated partnerships with 11 NGOs, facilitating 125 students to complete approximately 3500 man-hours of social service through internships, thereby significantly contributing to community development
  • Coordinated and hosted SAMARTH'22, a case study competition with 955 participants from various business schools, ensuring a smooth event execution and high participant engagament
Corporate CommunicationsTeam Leadership

Member

Sep 2021Apr 2022 · 7 mos · Delhi, India

  • NIVAH is the social sector arm of Department of Management Studies, IIT Delhi
  • NIVAH ensures that students get the opportunity to work in NGOs or in the CSR Departments of corporates as mandated in the curriculum
Corporate CommunicationsTeam BuildingMicrosoft Excel

Trident group india

Summer Intern

Apr 2022Jun 2022 · 2 mos · Ludhiana, Punjab, India

  • Sales Revenue Forecasting: Developed a forecasting model incorporating historical sales data and seasonal trends
  • Trend Reporting: Created comprehensive sales trend reports for multiple business units, including Tower, Yarn, Bedsheet, Bathrobe, Chemicals and Paper business and presented these insights to management for strategic decision-making
  • Downtime Analysis: Analyzed downtime data for yarn manufacturing machines, identifying key factors contributing to operational inefficiencies
  • Cross-Functional Collaboration: Collated with the Operations Team, Plant Manager, and Maintenance Teams to investigate and address causes of high downtime in RingFrame machines
  • Dashboard Development: Designed and built a dashboard to visualize downtime data and trends, delivering actionable insights to senior management
Microsoft ExcelForecastingData Analysis

Mindworkzz

Marketing Intern

Jan 2022Feb 2022 · 1 mo · Delhi, India

Justdial

Content Strategy Live Project

Nov 2021Dec 2021 · 1 mo · Delhi, India

  • - Worked on a content strategy project focusing on brand tie-ups, partnerships, and alliances to improve Justdial's market presence and engagement
Cold CallingStakeholder Engagement

Indian institute of technology, delhi

Teaching Assistant

Jul 2013Apr 2014 · 9 mos · New Delhi Area, India

  • Served as a Teaching Assistant for the course Introduction to Probability and Stochastic Processes
  • Conducted tutorial sessions for over 100 students across two semesters, providing academic support and clarifying course material to enhance student understanding and performance

Texas instruments

Summer Intern

May 2012Jul 2012 · 2 mos · New Delhi Area, India

  • Content Development for Education Technology
  • ● Created interactive and exploratory graphic applications using LUA for TI-Nspire CX to be used by students and educators around the world
  • ● Learned the API and executed the project to completion while working under strong time limitations
  • ● Held discussions and presented the finished projects before the executives of the Education Technology Division

Education

Department of Management Studies, IIT Delhi

Master of Business Administration - MBA

Jul 2021Jan 2023

Indian Institute of Technology, Delhi

5 year Integrated M.Tech. — Mathematics and Computing

Jan 2009Jan 2014

G.R.M. Senior Secondary Public School

10+2 — Science

Jan 2009Present

Stackforce found 100+ more professionals with Portfolio Management & Financial Planning

Explore similar profiles based on matching skills and experience