Experience

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  Reliance mutual fund

  Mar 2016 - Jun 2016

  Intern

  Worked with Syndicate Bank to build the relationship management in order to pitch the Reliance mutual fund product to the banking employees and customers. Had to deal with various branches of Syndicate in Hyderabad on bi-weekly basis. Worked on customer management in order to get the the customer understand the value of the product and financial instruments which are beneficial for their financial growth.

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  Factset research limited

  Jul 2016 - Oct 2018

  Equity research analyst

  As an Equity research analyst under fundamentals, I evaluate the company's financial statements, - preliminary reports, quarterly reports, annual reports, and all such filings of Banking, manufacturing & financial services(majorly). We deliver a structured database for investors & companies to make critical financial decisions. Testing new products, on-floor shadow updates, on-floor training for new team members, raising queries for quality team's work, are additional responsibilities in my role at Factset. Show less

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  Deloitte

  Nov 2018 - Mar 2024

  Senior consultant/assistant manager
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  Wells fargo

  Apr 2024 - now

  Project manager