Romel Dsilva

RD

Looking for a job

Romel Dsilva

@romeldsilva

Financial analysis and investment research candidate with CFA Level 1 and NISM Series XV knowledge, supporting investor communication.

What I'm looking for

I’m aiming to contribute to investment operations and administration within a dynamic team, using my understanding of investor expectations and financial processes.

At Hiranandani Gardens, Powai, I managed client communication, lead generation, and follow-ups for real estate sales. I also supported lead qualification and client coordination, maintaining organized records and timely follow-ups.

My Bachelor of Commerce from St. Xavier's College and CFA Level 1 and NISM Series XV studies support my interest in investment operations and administration. I bring client-facing experience and knowledge of fund accounting, NAV calculation, and Microsoft Excel.

Experience

Work history, roles, and key accomplishments

HG

Sales Executive

Hiranandani Gardens

Feb 2026 - Jun 2026 (4 months)

Managed client communication, lead generation, and follow-ups for real estate sales. Supported lead qualification, client coordination, and maintained organized client records.

Client Communication Lead Generation Follow ups Documentation Client Coordination

Education

Degrees, certifications, and relevant coursework

NI

NISM

NISM Series XV, Research Analyst

Pursuing NISM Series XV Research Analyst certification.

CI

CFA Institute

CFA Level 1 Candidate, Finance

CFA Level 1 Candidate for February 2027.

SC

St. Xavier's College

Bachelor of Commerce, Commerce

2022 - 2025

Pursued a Bachelor of Commerce degree at St. Xavier's College, Mumbai, from 2022 to 2025.

SC

St. Xavier's College

H.S.C, General Studies

2020 - 2022

Completed Higher Secondary Certificate (H.S.C) at St. Xavier's College, Mumbai, from 2020 to 2022.

CI

CFA Institute

CFA Level 1, Finance

Grade: 1415/1600

Appeared for CFA Level 1 in February 2026 with a score of 1415/1600.

Tech stack

Software and tools used professionally

Microsoft Excel

Availability

Looking for a job

Location

India

Authorized to work in

Salary expectations

350k-400k INR

Social media

Job categories

Financial Analyst Investment Research Analyst Research Analyst

Skills

Fund Accounting NAV Calculation Client Onboarding Document Management Financial Modeling CFA Program Curriculum NISM Series XV CFA Level I Excel

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