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Gajendra BansalGB
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Gajendra Bansal

@gajendrabansal

Finance analyst at Margin Sentiment Advisory who consolidated transaction data into recurring review reports.

India
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What I'm looking for

I'm seeking a Trainee role in Credit Portfolio Management.

At Asija & Associates LLP, I reviewed and reconciled financial records for an automobile-sector client, comparing figures with supporting documentation and balance sheets. I identified discrepancies and potential non-compliance for timely escalation.

I also maintained audit working papers and Excel trackers, supporting senior team members with accurate documentation and progress updates.

At Margin Sentiment Advisory Pvt. Ltd., I collected and consolidated scattered transaction and position data into structured reports for recurring internal review, improving data accuracy and consistency.

As Organizing Secretary – Budget & Procurement for Budget Manthan, I tracked spending against approved budgets and presented variance findings and recommendations. I’m seeking a Trainee role in Credit Portfolio Management.

Experience

Work history, roles, and key accomplishments

TL

Co-organizer

TEDx Amity University Lucknow

May 2025 - Aug 2026 (1 year 3 months)

Owned the end-to-end budget for a 200-attendee event, coordinating cross-functional volunteer teams and reconciling actual spend against approved allocation.

AL

Internal Auditor

Asija & Associates LLP

May 2026 - Jul 2026 (2 months)

Reviewed and reconciled financial records for an automobile-sector client against supporting documentation, identifying discrepancies and non-compliance with regulatory and internal control standards. Maintained audit working papers and Excel trackers, supporting senior team members with accurate documentation and progress updates.

BU

Organizing Secretary – Budget & Procurement

Budget Manthan, Amity University

Jan 2024 - Jan 2026 (2 years)

Tracked actual spend against approved budget across successive editions, analyzing variances and presenting findings and recommendations to faculty coordinators. Negotiated pricing and terms with vendors and sponsors before authorizing payments.

AL

General Secretary, Mudra – The Finance Club

Amity University, Lucknow

Jan 2023 - Jan 2026 (3 years)

Reconciled club funds and sponsorship records against expected amounts, flagging discrepancies and following up with contributors. Maintained official financial records with high accuracy and organized technical workshops, mentoring junior members in market analysis.

ML

Finance Analyst

Margin Sentiment Advisory Pvt. Ltd.

May 2025 - Jul 2025 (2 months)

Collected and consolidated scattered transaction and position data into structured reports for recurring internal review, improving data accuracy and consistency.

MC

Campus Ambassador

Marketing Society, Shri Ram College of Commerce

Jan 2024 - Dec 2024 (11 months)

Represented SRCC's Marketing Society on campus, supporting outreach and promotion of the Society's events and initiatives among peers.

Education

Degrees, certifications, and relevant coursework

Amity University logoAU

Amity University

Bachelor of Commerce (Hons.), Commerce

2023 - 2026

Grade: 8.93/10

Activities and societies: Organizing Secretary – Budget & Procurement, Budget Manthan; General Secretary, Mudra – The Finance Club; Co-organizer, TEDx Amity University Lucknow.

Pursued Bachelor of Commerce (Hons.) at Amity University, Lucknow Campus, achieving a CGPA of 8.93/10.

LL

LinkedIn Learning

The ABCs of Banking and Insurance: AML, KYC, the NAIC, IFRS, and More, Banking and Insurance

Completed NASBA-accredited coursework on banking and insurance fundamentals, covering AML, KYC, NAIC, and IFRS.

Deloitte Australia logoDA

Deloitte Australia

Data Analytics Job Simulation, Data Analytics

Completed a Data Analytics Job Simulation via Forage.

RS

Rani Laxmi Bai Memorial School

CBSE Class XII, General

Grade: 85.0%

Completed CBSE Class XII with 85.0%.

RS

Rani Laxmi Bai Memorial School

CBSE Class X, General

Grade: 82.6%

Completed CBSE Class X with 82.6%.

National Institute of Securities Market (NISM) logoNN

National Institute of Securities Market (NISM)

Financial Literacy Course, Financial Literacy

Completed a Financial Literacy Course.

National Institute of Securities Market (NISM) logoNN

National Institute of Securities Market (NISM)

Investor Certificate Examination, Securities Market

Passed the Investor Certificate Examination.

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