Prime traders

Successfully facilitated and closed 5 property transactions, strengthening client relationships. Conducted property viewings, effectively showcasing residential and commercial properties to potential clients, while managing day-to-day operational tasks.

Collaborated with the team on 3-4 complex financial models, including forecasting and Discounted Cash Flow (DCF) valuation. Crafted 20+ comprehensive valuation reports. Researched macro trends, industry dynamics, and managed corporate finance data.

Conducted in-depth financial statement analysis for 75 companies, assessing Income statements and balance sheets to meet client-specific mandates. Streamlined communication processes, boosting efficiency by 20% through strategic collaboration and optimized workflow management.

Spearheaded account ledger management for 400+ residential and commercial members, generating detailed reports, and ensuring precise book closures. Raised ₹10 Lakhs in dues by resolving discrepancies and streamlined systems for accuracy, partnering with auditors to ensure compliance and operational integrity.

Successfully cleared CFA Level I, demonstrating a strong foundation in investment tools, asset classes, and wealth management. Currently a CFA Level II Candidate, continuously enhancing skills in valuation techniques and technical analysis of markets.

Grade: 8.38/10

Completed a Bachelor of Commerce with a specialization in Accounting and Finance, achieving a grade of 8.38 out of 10. Gained hands-on experience in financial modeling, financial statement analysis, and investment research through coursework and practical applications.