Headline

MBA Finance | CFP | Aspiring Financial Analyst | Financial Modeling & FP&A | Mutual Funds Domain Expert | Open to Analytical Roles

About

I'm transitioning from sales into technical finance roles where I can leverage my analytical skills and domain expertise. My background: MBA in Finance and Marketing, CFP certification, and 2 years in the mutual funds and insurance sector. While my previous roles involved client engagement, I've developed a genuine passion for the analytical and technical side — financial modeling, fund analysis, portfolio analytics, and financial planning. I'm currently pursuing CFI's Financial Modeling & Valuation Analyst (FMVA) certification to build advanced skills in Excel modeling, financial forecasting, and valuation techniques. What I bring to the table: Strong grasp of financial concepts, product knowledge in mutual funds and insurance, attention to detail, and genuine interest in data-driven decision making. I'm actively seeking roles in: Fund Operations & Analytics · Financial Analysis · FP&A (Finance Planning & Analysis) · Portfolio Analysis · Research Support · Back Office Operations If you're hiring financial analysts, operations professionals, or analytical roles in BFSI — let's connect!

Location

Jodhpur

Work experience

Wealth Advisor at 9star Broking, Apr 2025 - Present · 1 yr 2 mos, Jodhpur, Rajasthan, India, mutual fund advisor Insurance advisor consultant Personal financial planning

Retail Product at Anand Rathi Share and Stock Brokers Ltd, Mar 2024 - Mar 2025 · 1 yr 1 mo, Jodhpur, Rajasthan, India, mutual fund distributor

Business Development Executive at Fistreet Systems Pvt Ltd, Feb 2022 - Jun 2022 · 5 mos, Jodhpur, Rajasthan, India

Internship Trainee at VG MAGICS - Digital Design Co., Dec 2020 - Dec 2021 · 1 yr 1 mo, Jodhpur, Rajasthan, India, My job is to handle clients social media pages, creating posts and videos, suggesting my supervisor how we can improve our client rating in SEO, Creating blogs etc

Education

Master of Business Administration - MBA, Finance and Marketing, Lachoo Memorial College of Science & Tech

Bachelor of Commerce - BCom, Lachoo Memorial College of Science & Tech