Headline

ACCA (9/13) & MSc Finance Candidate | Financial Modeling, DCF Valuation, Excel | Transitioning from Client Relationship Management

About

My foundation combines a BBA in Global e-Business from MIT World Peace University with hands-on financial modeling practice. Most recently, I built a DCF valuation of Avenue Supermarts (D-Mart) from scratch — deriving WACC through beta regression against peer retailers, cross-checking with median unlevered beta, adjusting for IND-AS 116 lease liabilities, and running best/worst-case scenario analysis.

Location

India

Work experience

Service Relationship Manager at Shine Wealth, Jun 2024 - Present · 2 yrs 2 mos, Manage a portfolio of 100+ client relationships, serving as the primary point of contact for servicing, onboarding, and advisory needs. - Maintain and grow client retention to 100% through proactive relationship servicing and timely issue resolution - Coordinate with internal teams, operations, sales, and compliance to resolve 70-120 client queries per month within a day. SLA- Track and report on portfolio performance, account health, and renewal metrics for Client accounts, surfacing risk and growth opportunities to leadership - Apply financial analysis skills built through ACCA/MSc Finance coursework to better understand client portfolios and identify [cross-sell/advisory] opportunities.

Sales And Marketing Intern at Legalbook, Feb 2024 - Apr 2024 · 3 mos, Pune District, Conducted market research across target segments to support product positioning, using SQL for data extraction and analysis. - Built and executed email marketing campaigns, achieving open rate / generating qualified leads - Supported research deliverables using Python for data cleaning & analysis, translating findings into actionable recommendations for the marketing team.

Education

ACCA

Master of Science, Accounting and Finance, O.P. Jindal Global University (JGU)