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%