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Avashi Laad

Avashi Laad

Senior Business Analyst

Followers of Avashi Laad255 followers
location of Avashi LaadThane, Maharashtra, India

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  • Timeline

  • About me

    Sr. Trainer cum TL for Broking house Process at Tech Mahindra limited

  • Education

    • CFA Institute

      2020 - 2021
      CFA level 1

      Pursuing

    • Mahakal Institute of Technology & Science

      2011 - 2015
      Bachelor of Engineering - BE electronic and telecommunication 81.5

    • Savitribai Phule Pune University

      2019 - 2021
      Master of Business Administration - MBA Accounting and Finance A

  • Experience

    • CapitalAim Financial Advisory Pvt. Ltd.

      Aug 2015 - Apr 2016
      Senior Business Analyst

      Advising client for their investment in capital market.

    • HDFC securities

      May 2016 - Nov 2017
      Relationship Manager

      Worked as a wealth creation manager.Interacted with client for requirement specifications in their financial portfolio.Provide them best guidance to invest in market ( mutual funds, FD, Equity... etc).

    • IDBI Capital Markets & Securities Ltd.

      Dec 2017 - Mar 2021
      Assitant Relationship Manager

    • Conneqt Business Solutions

      Mar 2021 - Sept 2021
      Sr. Trainer

    • Tech Mahindra

      Oct 2021 - now
      Sr. Trainer cum Team leader

  • Licenses & Certifications

    • NISM VA

      National Institute of Securities Markets
      Nov 2019

    • NISM series 7

      National Institute of Securities Markets
      May 2018

    • NISM Series 8

      National Institute of Securities Markets
      Feb 2017

    • AMCAT Certified Data Processing Specialist

      Aspiring Minds
      Mar 2016
      View certificate certificate