Yash Trivedi
Liverpool
Summary
I am a motivated and results-driven finance professional with experience working alongside an independent AMFI-registered mutual fund distributor and a SEBI-registered stock broker. Proficient at client acquisition, maintaining strong client relationships, and delivering financial insights. Skilled in Microsoft Office, with a strong ability to utilize MS Excel and Word for financial analysis, reporting and maintaining client data. I possess a solid foundation in swing trading and market analysis, I excel in collaborative environments as I had a great experience of working with 7+ Asset Management Companies and am an effective team player committed to achieving business objectives and driving financial growth. analysis.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Services Assistant
Mr. Nilesh Trivedi
03.2023 - 09.2023
- Specialized in selecting mutual funds for over 150 clients according to their goals and engaged in swing trading to make an average return of 25% in short term as well.
- Coordinating with over 8 Asset Management Companies in order to learn more about the features of different funds and New Fund Offers (NFO’s) and organizing Investment Awareness Programs to enhance the financial literacy of our clients
- This enhanced my skill of client relationship and communication
- Contributed towards client acquisition with efficient lead tracking and follow-up, leading to an increase in the company''s clientele. I successfully onboarded over 35 clients by clearly explaining the features and benefits of investing in mutual funds. As a result, I helped them start their SIPs (Systematic Investment Plans)
- This led to the addition of more than 75 new SIPs to the business, with an average investment of ₹3,500 per SIP and lump-sum investment of over ₹4 Lakhs
- Worked with Microsoft Excel in order to maintain client data and done their onboarding by pursuing back-office transactions.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
Industrial Trainee
ITC Narmada
09.2022 - 01.2023
- As an industrial trainee, had to word into different departments of the hotel but spent majority of time in the HR department where I engaged in various employment engagement activities and maintaining employee records
- Proficiency in Microsoft office allowed me to made the documentation and data management easy.
Education
MSc - Finance
University Of Liverpool
Masters - Hospitality and tourism management
Silver Oak University
Ahmedabad, GujaratBachelor of Commerce -
Saurashtra University
Jamnagar, GujaratSkills
- SKILLS & INTERESTSMS
- MS Office
- Financial statement analysis
- Portfolio Management
- Wealth Management
- Financial Planning
Certification
- Award in International Wealth Management, Moody's Analytics with PGP Academy
- Certificate of Excel for Mutual Fund Business, HDFC AMC with PGP Academy
- Financial Markets, Yale University, Coursera
- SAP FICO (Financial Accounting and Management Accounting), Udemy
Timeline
Financial Services Assistant
Mr. Nilesh Trivedi
03.2023 - 09.2023
Industrial Trainee
ITC Narmada
09.2022 - 01.2023
Masters - Hospitality and tourism management
Silver Oak University
Bachelor of Commerce -
Saurashtra University
MSc - Finance
University Of Liverpool
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