Sakshi Shetty
@sakshishetty2
I analyze investment portfolios, banking operations, and financial reports to improve accuracy.
IndiaWhat I'm looking for
At Motilal Oswal Financial Services, I analyzed equity and mutual fund portfolio performance, prepared investment review reports, and supported data-driven recommendations through financial analysis and market research.
Previously at HDFC Bank, I managed 130+ daily customer queries with zero escalations, resolved discrepancies with cross-functional teams, and maintained MIS reporting on service performance. I also researched procurement, inventory, and costing workflows at Hem Corporation to identify process improvement opportunities.
Experience
Work history, roles, and key accomplishments
Senior Executive / Advisor
Motilal Oswal Financial Services Ltd
Jul 2025 - Mar 2026 (8 months)
Analyzed equity and mutual fund portfolio performance and prepared periodic investment review reports for clients. Conducted financial analysis, market research, and portfolio assessments to identify inconsistencies and support data-driven recommendations.
Education
Degrees, certifications, and relevant coursework
Uma Krishna Shetty Institute of Management Studies
Post Graduate Diploma in Management, Finance
2023 - 2025
Pursued a Post Graduate Diploma in Management with a specialization in Finance, gaining exposure to equity, mutual funds, and derivatives.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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