Drashti Doshi Email & Phone Number

Mumbai, Maharashtra, India

- Contributed to a 13% increase in company sales Y-o-Y through strategic planning and execution of sales initiatives.- Led material sourcing efforts, resulting in timely and cost-effective procurement of high-quality products from manufacturers.- Developed and executed successful B2B/B2C sales strategies, building and nurturing relationships with customers, internal stakeholders, and external partners.- Demonstrated expertise in maintaining and enhancing relationships with bankers to secure and maximize existing limits.- Utilized the 80/20 rule to analyze data and make informed decisions that drove business growth and success.- Demonstrated strong communication, collaboration, and leadership skills, driving success through effective relationship building and stakeholder management.

Mumbai Area, India

- Acquired and partnered with Corporate treasuries and Family Offices to create customized, long-term solutions tailored to their preferences and risk profiles.- Monitored, maintained, and reviewed portfolios and portfolio decisions to ensure alignment with investment goals and risk tolerance.- Prepared monthly Investment Strategy Reports covering market views and asset allocation for 1500+ clients, ensuring timely and accurate communication of key information for internal as well as external decision making.- Utilized analytical skills to identify and mitigate risks, maximizing returns for clients.- Created a family office structure and provided advisory services including creating an Investment Policy Statement, structuring wealth, and planning for succession.

Mumbai Area, India

- Conducting overall business analysis for FY 13 - FY 14 to identify key business drivers and laggers in sourcing, risk, portfolio and productivity, hence recommending a strategic solution to drive business goals. - Benchmarking analysis of depository charges levied by ABFL against industry competitors and recommended a successful reduction in rates.- Recommended additional exposure to shares which resulted in an increase in the loan book size, in a well structured presentation for the C - Suite- Conducted primary and secondary market research to identify potential market size and target market for lending against Employee Stock Option Plans and Debt Instruments.- Enhancing and deepening customer satisfaction by establishing key touchpoints through the lifecycle.

Mumbai Area, India

- Analyzed financial statements of various companies to evaluate their investment worthiness and advised clients accordingly.- Conducted in-depth financial statement analysis including ratio analysis, trend analysis, and comparative analysis.- Identified trends and patterns in financial data to provide insights into company performance and financial health.

Cleared Cfa Level 1

Portfolio Management, Financial Analysis, Ethics, Economics, Equities, Fixed Income

Masters In Investment Management, Finance And Financial Management Services, Distinction

Activities and Societies: Finance Soceity. As a member of Finance Society responsible for:- 1) Holding seminars and guest speeches.

Bachelors In Business Administration, Finance, General, Gpa Of 3.4 Out Of 4

Activities and Societies: Other activities include:- 1) Student Co-ordinator for college magazine 2) Event Head for college festivals 3).

Junior College, Business/Commerce, General, 88%

Activities and Societies: 1) Event head for college festivals 2) Class Representative

Education record