Rashi Pare
@rashipare
Finance professional at ICICI Securities analyzing equity trends and preparing client investment reports.
IndiaWhat I'm looking for
At ICICI Securities Ltd., I analyze stock market data and equity trends to support client investment decisions. I also prepare Excel-based MIS and market performance reports for the advisory team and clients.
I reconcile client trading and transaction data, including MTF conversions, and verify customer documentation and demat account requests for accuracy and compliance. I also build client relationships around trading and investment services.
At K-12 STEM Pvt. Ltd., I maintained financial data and prepared Excel performance reports, analyzed sales data, and forecast revenue potential for prospective school contracts. I hold an MBA in Marketing & Finance and have completed certifications in financial modelling, Excel, and Power BI.
Experience
Work history, roles, and key accomplishments
Virtual Assistant
ICICI Securities Ltd.
Aug 2025 - Present (1 year 1 month)
Analyzed stock market data and equity trends to support investment decisions. Prepared MIS and market performance reports in Excel, reconciled client trading data, and managed client relationships.
Business Development Executive
K-12 STEM Pvt. Ltd.
May 2024 - Jul 2024 (2 months)
Maintained financial data and prepared performance reports in Excel. Analyzed sales data, forecasted revenue, and managed client acquisition, converting interest into 25 schools opting for product demos.
Education
Degrees, certifications, and relevant coursework
Institute of Professional Education and Research (IPER)
MBA, Marketing & Finance
2023 - 2025
Grade: 72.42%
Pursued an MBA with a focus on Marketing and Finance, achieving 72.42%.
The Bhopal School of Social Sciences
B.Com, Applied Economics
2019 - 2022
Grade: 74.42%
Completed a Bachelor of Commerce with a specialization in Applied Economics, achieving 74.42%.
Kendriya Vidyalaya No. 1, Bhopal
HSSCE, Commerce
2018 - 2019
Grade: 77.80%
Completed Higher Secondary Certificate in Commerce from CBSE, achieving 77.80%.
JPMorgan Chase
Investment Banking Job Simulation, Investment Banking
Completed a job simulation covering financial modeling, DCF, and comparable company analysis.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
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