Vaibhav Chaudhari

Experience

• 

  Ready Wealth

  Apr 2023 - Jun 2023

  Finance & Portfolio Management

  • Gained practical experience in portfolio management, assessing clients' risk tolerance, and understanding their financial goals and objectives.• Analyzed clients' financial needs, including planning for major life events such as weddings and education expenses, to develop customized portfolio plans.• Acquired skills in financial analysis, including ratio analysis and reading financial statements, to evaluate investment opportunities and risks.• Conducted research on the financial market to stay updated on industry trends and developments, aiding in making informed investment recommendations.• Assisted in acquiring new customers through prospecting and networking activities, and provided exceptional customer service to maintain client relationships.• Applied theoretical knowledge in finance to real-world scenarios, enhancing understanding of financial analysis and portfolio management principles.This internship provided valuable hands-on experience and prepared me for future roles in financial analysis and planning within the finance industry. Show less

• 

  The Khamgaon Urban Co-Op Bank Limited, Khamgaon

  Aug 2023 - Oct 2023

  Banking and finance intern

  • Acquired practical experience across diverse departments including savings accounts, current accounts, cheque clearing, fixed deposits and renewals, and loan and credit.• Developed essential skills in customer service, financial transactions, account management, and loan case approval.• Gained hands-on experience with banking software, enhancing proficiency in executing tasks with precision and accuracy.Strengthened knowledge of banking operations and the financial sector.• Collaborated with various teams to understand and contribute to the efficient functioning of the bank's operations.Grateful for the opportunity to learn and grow in the dynamic field of banking and finance. Show less

• 

  Gamaka AI

  Oct 2023 - Apr 2024

  Trainee jr. Business analyst

  • Analyzed data using statistical techniques to derive insights and support decision-making processes.• Implemented data analyses and collection systems to optimize efficiency and quality.• Utilized Python for data manipulation and analysis.Demonstrated proficiency in Tableau and Power BI for data visualization.• Leveraged MySQL and MongoDB for database management and querying.• Gained hands-on experience in Mathematics, Statistics, Deep Learning, and Machine Learning.• Received commendations for diligence, responsibility, and dedication to tasks.Grateful for the invaluable learning experience and eager to apply the gained skills in future endeavours. Show less