Omkar Rane Email and Phone Number

 Structuring investment framework and implementing operational procedures for management of AUM Strategically re-adjusting the existing portfolio by facilitating the sale of underperforming stocks and implementing a targeted approach to increase weightage on high-performing stocks, optimizing overall portfolio performance Recording financial transactions and providing accurate weekly reports regarding the performance of the portfolio

I led the development of an automated Excel macro tool during my internship with HDFC ERGO, which revolutionized budget optimization and exception tracking. It improved data accuracy and streamlined procedures thanks to sophisticated algorithms, giving the team greater operational effectiveness. It increased efficiency by freeing the workers from manual labor through seamless integration. The organization was given fresh life by this revolutionary creation, which strengthened its commitment to face obstacles in the future.

I tracked investments on a daily basis, while keeping an eye for significant news/events that may impact stock performance. I monitored quarterly results and re-assessing investmentsI was responsible for back-testing of strategies and execution of strategiesAlso helping the senior with record maintenance