Kavita Nair — Operations Associate
With a strong foundation in business administration and finance, I have hands-on experience in financial analysis, investment advisory, client relationship management, and cross-functional collaboration. My professional journey includes internships at PepsiCo Global Business Services and Margin Sentiment Advisorys, where I worked on vendor reconciliation, invoice-to-payment cycles, portfolio management, and client communication. Earlier, as a Client Relations Associate at R.K. Electronics, I managed high-value orders, enhanced service satisfaction, and optimized customer engagement strategies. I’ve actively contributed to academic and industry initiatives, including a research paper on Mutual Fund Investment Behavior in India (presented at JIMS Kalkaji’s Research Seminar), analyzing investor psychology and market dynamics. I secured 2nd place in a college debate competition and participated in finance club events like MONEYTECH, demonstrating my problem-solving and communication skills. Additionally, I volunteered as an educator with the Manthan Initiative, reflecting my commitment to community development. Academically, I’m pursuing an MBA (PGDM) in Finance & Business Strategy from JIMS, Kalkaji, after completing my BBA from JIMS, Vasant Kunj. My coursework has strengthened my expertise in financial principles, strategic planning, and market research. I’ve further enhanced my skills with certifications in Financial Analysis of a Company (Coursera), Financial Ratio Analysis (Udemy), and PowerPoint Using AI & ChatGPT (Skill Nation). My strengths include financial modeling, portfolio evaluation, SAP-based reconciliation, and data-driven decision-making. Adaptable and analytical, I thrive on solving business challenges and collaborating across functions. Open to connecting with professionals in finance, strategy, and innovation.
Stackforce AI infers this person is a Finance professional with expertise in financial analysis and investment management.
Location: Delhi, India
Experience: 3 yrs 2 mos
Skills
- Financial Processes
- Vendor Reconciliation
- Financial Analysis
- Portfolio Evaluation
- Client Engagement
- Communication
Career Highlights
- Strong foundation in business administration and finance.
- Hands-on experience in financial analysis and investment advisory.
- Proven track record in client relationship management.
Work Experience
Grant Thornton Bharat LLP
Management Trainee (1 yr 2 mos)
PepsiCo
Finance Intern (2 mos)
Margin Sentiment Advisorys Pvt Ltd
Investment & Portfolio Management Intern (2 mos)
R.K. Electronics
Client Relations Associate (2 yrs)
Education
Post Graduate Diploma in Management at Jagannath International Management School
Bachelor of Business Administration - BBA at Jagannath International Management School,Vasant Kunj
