Mannat Sachdeva Email & Phone Number

• Built a database of 550 prospective clients including Retiral Funds, HNI’s, Charitable Trusts, and various other Institutions, successfully pitched to 100 of them, leading to a 10% increase in client acquisition rate.
• Assisted in conducting financial analysis of debt securities and fixed income products for retail debt market investors, including Provident Funds, Pension Funds, and other Employee Welfare Funds.
• Supported the preparation of financial reports, presentations, and investment proposals for clients.
• Participated in client meetings and discussions providing useful insights in forming strategic decisions.

Mumbai, Maharashtra, India

• Actively participated in finance-related events, workshops, and guest speaker sessions to expand knowledge and network within the finance industry.
• Volunteer, Financial Literacy Program: Assisted in delivering financial literacy workshops to high school students, promoting sound financial decision-making and basic financial concepts.

Mumbai, Maharashtra, India

• Acquiring sponsorships for a case competition by creating a sponsorship package, participating in outreach, and negotiating sponsorships deals.
• Organizing the case competition by managing event logistics and key stakeholder relationships using strong planning and interpersonal skills.

Mumbai, Maharashtra, India

Amritsar, Punjab, India

• Effectively handled client grievances by using problem solving and listening skills to ensure maximum satisfaction.
• Performing in-depth research on Oceanic Gym, analyzing financial statements,industry trends, and competitor analysis to identify investment opportunities.
• Building a financial model for Oceanic Gym, incorporating assumptions, cash flow projections, and valuation methods to determine the potential return on investment.
• Successfully organized and hosted ‘Transformation Competition’ using strong planning and leadership skills to boost client engagement.
• Designed social media content using Canva to increase the brand awareness of the organization.
• Confidently communicated ideas and feedback for expansion project to provide the firm with a fresh perspective.

Bachelors In Accounting And Finance, O

Activities and Societies: Deputy Director of Podcast in Finnacle, Finance Club: Actively participated in finance-related events.

Business/Commerce, General, 93.84%

High School, 93.00%