Abhilekha Dave

Abhilekha Dave

Financial Services Consultant

Followers of Abhilekha Dave145 followers
location of Abhilekha DaveMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Investments
    Microsoft office
    Banking
    Portfolio management
    Finance
    Customer service
    Microsoft excel
    Financial analysis
    Strategic planning
    Risk management
    Business analysis
    Microsoft word
    Project management
    Powerpoint
    Equities
    Counselling
    Financial risk
    Business development
  • About me

    Want to give 100% and get bk atleast half....

  • Education

    • Princeton college

      2005 - 2007
      Master of Business Administration (M.B.A.) Finance
    • Students Institute

      2002 - 2005
      S.s.c science
  • Experience

    • ICICI Prudential Life Insurance Company Limited

      Aug 2007 - Aug 2009
      Financial Services Consultant

      managing individual clients, financial portfolio and sales

    • TimesPro

      Jun 2015 - Dec 2018
      Sr.Consultant
    • Mi Pharmaids

      Jul 2018 - Jan 2020
      Equity Research Analyst

      To analyze financial data and public records of companies, and use this analysis to determine the value of the company's stock To carry out complete fundamental analysis of the stock using different methodologies .Develop research ideas and communicate the same to clients.Analyzing and synthesizing research findings to develop valuable insights and strategic recommendations for the clients.Supplement sales team in meeting revenue targets with stock pick ideas resulting in additional revenue Designing and creating error free, client ready presentations and reports in limited time boundsRegularly interacting with the sales team members of the company to recommend stock ideas to clients.Interacting and follow up with clients, analysts, fund managers, etc.Handling & managing con-calls, meetings etc.Building relationship with corp orates tie ups. Show less

  • Licenses & Certifications

    • Certified Content Writer

      Content vidya
    • NCFM - Equity Research -Fundamental Analysis

      NSE
      Mar 2019
    • Certified Career Analyst

      Edumilestones.com
    • NISM VIII A - Mutual Funds Distributors

      National Stock Exchange of India Limited
    • NISM VA Equity Derivatives Module

      National Stock Exchange of India Limited
      Feb 2019
  • Volunteer Experience

    • Trainee

      Issued by Teach India Project on Apr 2016
      Teach India ProjectAssociated with Abhilekha Dave