UDAY PATEL

Experience

• 

  Mapple Technology

  Mar 2023 - May 2023

  Digital Marketing Intern

  Analyzed marketing campaign data, developed budgets in Power B, collaborated with cross-functional teams to enhance customer segmentation, created reports and visualizations of spending on marketing campaigns and projects, and executed digital marketing campaigns.

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  Quantsapp

  Dec 2023 - Mar 2024

  Business Development Intern

  🌟 Certificate of Completion: Quantsapp InternshipDelighted to announce my completion of the internship at Quantsapp, India’s leading Option Analytics platform. As an Investment Specialist, my primary roles included:Portfolio Rebalancing:Assisted users in optimizing mutual fund portfolios to meet financial goals. Client Engagement:Conducted video meetings targeting clients with portfolios over 10 Lacs, aiming for successful conversions. Client Satisfaction:Prioritized personalized service to address investment queries effectively.Skills & Achievements:Financial Acumen:Gained insights into investment strategies, portfolio management, and financial analysis. Deep Knowledge:Proficient in mutual funds and Portfolio Management Systems (PMS), simplifying complex investment methodologies. Stakeholder Management:Demonstrated high ownership and effective collaboration with stakeholders.Learnings:Asset Management:Explored strategies for optimizing portfolios for long-term financial growth. Financial Modeling:Enhanced skills in risk assessment and financial modeling for investment opportunities. Investment Strategies:Developed tailored strategies based on risk tolerance and financial objectives. Portfolio Management:Acquired practical insights into balancing risk and return in diverse portfolios.Proud to contribute to Quantsapp's innovative mission in the financial services industry. As I share this on LinkedIn, I look forward to connecting with professionals and advancing my career.Thank you, Quantsapp, for an invaluable internship experience! 🚀--- Show less