Abhijeet Srivastava

Operations Associate

Prayagraj, Uttar Pradesh, India1 yr 8 mos experience

AI Enabled

Key Highlights

Strong expertise in Bloomberg data validation and sustainability tagging.
Proven track record in financial analysis and client servicing.
MBA in finance with solid skills in Excel and data analytics.

Stackforce AI infers this person is a Finance professional with expertise in ESG and data analytics.

Contact

Skills

Core Skills

Data AnalysisFinancial AnalysisClient Relationship ManagementFinancial Advisory

Other Skills

SQLExcelData VisualizationSustainability ReportingBloomberg TerminalClient ServicesMutual FundsTeamworkHindiExcel DashboardsB2B MarketingPortfolio ManagementSocial SellingI/O VirtualizationFinancial Modeling

About

Finance professional with 2 years of experience as a financial analyst.Also, as a Financial Analyst at Wipro with strong expertise in Bloomberg data validation, sustainability tagging, and regulatory document analysis across corporate and financial disclosures. I have also developed working knowledge of financial products, accounting fundamentals, and investment operations, and assisted clients in maintaining their portfolios. With an MBA in finance, I have good financial skills and expertise in Excel.

Experience

1 yr 8 mos

Total Experience

10 mos

Average Tenure

Current Experience

Q spider- noida

Training and Internship

Mar 2026 – Present · 2 mos · Noida · On-site

Utilized SQL for report generation and quality checks, ensuring accurate and reliable data processing. Working on Excel and SQL queries for data visualization. Prepared Dashboard on Excel for analysis.

SQLExcelData VisualizationData Analysis

Wipro

2 roles

Analyst – ESG & Sustainability

Sep 2024 – Feb 2026 · 1 yr 5 mos

Perform research and data analysis with a focus on financial and non-financial data in annual and CSR reports, aligning with sustainability and financial disclosure requirements. Validate, process, and maintain datasets on the Bloomberg Terminal, ensuring data accuracy, completeness, and consistency. Extract and analyse sustainability information from Annual Reports, CSR Reports, 10-K filings, and Universal Registration Documents. Maintaining SLA adherence, KPI and resolving client escalations.

Sustainability ReportingBloomberg TerminalData AnalysisFinancial Analysis

Financial Analyst

Sep 2024 – Feb 2026 · 1 yr 5 mos

Conducted comprehensive research and data analysis on financial and non-financial data in annual and CSR reports, ensuring alignment with sustainability and financial disclosure requirements.
Validated, processed, and maintained datasets on the Bloomberg Terminal, ensuring data accuracy, completeness, and consistency.
Extracted and analysed sustainability information from Annual Reports, CSR Reports, and 10-K filings, enhancing financial products knowledge and maintaining SLA and KPI.

Sustainability ReportingBloomberg TerminalData AnalysisFinancial Analysis

Indiamart intermesh limited

2 roles

Client Servicing Executive

May 2024 – Aug 2024 · 3 mos

Proactively initiated contact with potential clients via telephone, successfully promoting India Mart’s services and achieving an impressive conversion rate of 75%. - Handled both inbound and outbound calls, attentively understanding client requirements and delivering customised solutions to fulfil their needs. - Fostered and sustained a robust client portfolio.

Client ServicesClient Relationship Management

Sales Business Development Executive

May 2024 – Aug 2024 · 3 mos

Proactively initiated contact with potential clients via telephone, successfully promoting services and achieving a conversion rate of 75%. Handled both inbound and outbound calls, attentively understanding client requirements and delivering customized solutions, fostered and sustained a robust client portfolio, enhancing client relationship management.

Nj indiainvest private limited

Sales Intern – Mutual Fund (Investor Perspective)

Jun 2023 – Aug 2023 · 2 mos · Prayagraj, Uttar Pradesh, India · On-site

Supported clients with mutual fund portfolio creation and investor communication
Assisted partner engagement activities contributing to onboarding of new partners
Developed foundational understanding of financial products, investment operations, and compliance-driven sales processes
Completed mandatory sales training aligned with organizational standards

Mutual FundsTeamworkFinancial Advisory

Nj group

Sales Intern

Jun 2023 – Aug 2023 · 2 mos

• Assisted clients with mutual fund portfolio creation and management, strengthening investor communication and relationship handling. Supported partner engagement activities, contributing to the onboarding of two new partners and enhancing B2B sales efforts.