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Simran Gutka

Simran Gutka

Equity analyst intern

Followers of Simran Gutka534 followers
location of Simran GutkaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Assistant Manager - Client Service At Ambit Wealth Management

  • Education

    • University of Mumbai

      2015 - 2018
      Bachelor of Commerce Accounting and Finance

    • Aditya Institute of Management Studies & Research (AIMSR)

      2019 - 2021
      PGDM FInance A+

      Activities and Societies: • Created an unconventional 3D process layout model that demonstrated a unique perspective on operational processes at Mc-Cain company. • Explored the phenomenon of Deja-Vu in a playful manner, delivering engaging speeches that captured the audience's attention. • Crafted a research paper on "Digital Payments after Demonetization" that presented the subject matter in an unconventional way, standing out from traditional approaches

  • Experience

    • NNEELL'S INVEST

      Apr 2020 - Jun 2020
      Equity analyst intern

      • Conducted fundamental valuation of 3 companies listed on NSE using Pricing Multiple Model, DCF Model, and Benjamin Graham Model.• Effectively researched and formulated a dividend model for 200+ companies, enabling informed investment decisions.

    • ICICI Bank

      Mar 2021 - Sept 2021
      Deputy Manager

      • Strategized and implemented plans to increase profitability through branch operations and cross-selling, resulting in a 25% increase in revenue.• Collaborated with Private Bankers to offer wealth management solutions to clients, resulting in a 20% increase in client satisfaction and retention.• Streamlined loan processing operations resulting in 40% faster processing times and a 15% increase in operational efficiency.

    • Kuvera.in

      Oct 2021 - Dec 2023
      Senior Analyst

      • Successfully reconciled over 500 mutual fund transactions with 99% accuracy, resulting in improved client satisfaction and faster issue resolution.• Developed and implemented a new process for CAMS/KARVY feeds and holding reconciliations that reduced breaks by 50%, resulting in increased efficiency and improved data integrity.• Developed new SOPs and refined existing ones that streamlined the process, resulting in improved client satisfaction and better team adherence.

    • Ambit Private Limited

      Dec 2023 - now
      Assistant Manager Client Services

  • Licenses & Certifications

    • Business English Certificate Preliminary

      Cambridge Assessment English Exams Cadiz
      May 2021

    • NISM Series VA - Mutual Fund Distribution Certification examination

      National Institute of Securities Markets (NISM)
      Jun 2022

  • Honors & Awards

    • Awarded to Simran Gutka
      Women's Single Inter-college Badminton Competition - Dec 2019 Won 1st price