
Inderjeet Gautam
@inderjeetgautam
Wealth Management Analyst intern at Wise FinServ who analyzed portfolios and researched investment strategies.
What I'm looking for
At Wise FinServ, I worked as a Wealth Management Analyst intern, gaining hands-on experience in portfolio analysis, client engagement, and investment strategy research. I also contributed to improving operational efficiency.
During my BBA at Vivekananda Institute of Professional Studies, I worked on projects analyzing MakeMyTrip’s marketing strategies, customer behavior, and digital positioning. This strengthened my understanding of brand communication and market insights.
I’m pursuing an MBA in International Business at FMS BHU and am looking for opportunities in finance, marketing, and client-facing roles. I bring experience with SQL, financial analysis, and Excel, and want to keep growing while contributing to meaningful work.
Experience
Work history, roles, and key accomplishments
Wealth Management Analyst at Wise FinServ.
Wise Finserv
May 2023 - Jul 2023 (2 months)
Worked as Wealth Management Analyst at Wise FinServ. at Wise Finserv.
Class Representative.
Vivekananda Institute of Professional Studies
Sep 2021 - Jun 2023 (1 year 9 months)
Worked as Class Representative. at Vivekananda Institute of Professional Studies.
Education
Degrees, certifications, and relevant coursework
Institute of Management Studies (FMS BHU)-Banaras Hindu University (Official)
Master of Business Administration, International Business
2026 - 2028
Pendo.io
Product Management Basics Certification
Apr 2026
Cybersecurity Risk Management Fundamentals by Pearson
Sep 2026
Consulting Foundations
Sep 2026
Pendo.io
AI for Product Management
Apr 2026
Vivekananda Institute of Professional Studies
Bachelor of Business Administration - BBA, Business Administration and Management, General
2021 - 2024
Simplilearn
Data Analyst 101: Excel Formulas & Functions
May 2024
Simplilearn
Introduction to SQL
May 2024
Coursera
Foundations: Data, Data, Everywhere
Aug 2023
Coursera
Ask Questions to Make Data-Driven Decisions
Sep 2023
Indira Gandhi National Open University (IGNOU), Delhi
BCOE-141: Principles of Marketing
Nov 2023
Coursera
Process Data from Dirty to Clean
Nov 2023
Coursera
Prepare Data for Exploration
Oct 2023
Indira Gandhi National Open University (IGNOU), Delhi
BCOLA-138 Business Communication
Oct 2022
St. Froebel Senior Secondary School - India
Higher Secondary Education
St. Froebel Senior Secondary School - India
Secondary Education
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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