Siddhi Chavan
@siddhichavan
I support HNI wealth management through financial planning, portfolio reporting, and data-driven revenue analysis.
IndiaWhat I'm looking for
At Anand Rathi Wealth, I support Relationship Managers serving HNI clients through customized financial plans, portfolio performance reporting, product opportunity identification, and wealth management operations. I track asset allocation, IRR, and strategic variances while helping maintain long-term client relationships.
Previously, I built revenue benchmarking and forecasting models for CRISIL’s CIB team across GCC/MENA investment banks, using BIS, central bank, and macroeconomic data. My experience also includes MIS reporting, Excel dashboards, financial operations, KPI tracking, and process optimization at Fyule Video Lab and Nest Academy.
Experience
Work history, roles, and key accomplishments
Account Manager
Anand Rathi Wealth Ltd
Apr 2026 - Present (5 months)
Supporting Relationship Managers in HNI client servicing, financial planning, and wealth management operations. Track portfolio performance, execute mutual fund transactions, and assist in business development.
Summer Intern – CIB
CRISIL
Apr 2025 - Jun 2025 (2 months)
Benchmarked EM Rates and Financing products across global investment banks and built scalable revenue benchmarking models. Developed country and bank-level models attributing revenue variation by product.
Assistant Operations Manager
Fyule Video Lab
Aug 2023 - Jun 2024 (10 months)
Maintained financial records for 30+ employees and produced MIS reports with actionable insights. Managed backend rollouts and coordinated monthly shipments.
Executive – Accounts and Finance
Nest Academy
Jun 2022 - Aug 2023 (1 year 2 months)
Implemented systems to track outstanding student fees and automated agent commission tracking. Conducted data analysis and targeted marketing that reduced costs by 10%.
Education
Degrees, certifications, and relevant coursework
Indian Institute of Management Visakhapatnam
Master of Business Administration, Finance
2024 -
MBA in Finance with a minor in Strategy from the Indian Institute of Management Visakhapatnam, expected to graduate in 2026.
KES Shroff College of Arts & Commerce
Bachelor of Management Studies, Finance
2019 - 2022
Bachelor of Management Studies in Finance from KES Shroff College of Arts & Commerce, completed in 2022.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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