Ayesha Shaikh

Open to

Central Mumbai · Mumbai · Thane · Navi Mumbai

Work style

onsite, hybrid

Contact details — on requestProof of Work — on request

Experience

Bond Bazar · Jan 2025 – Apr 2025

Not yet confirmed

Analyzed MFD client data to identify investment preferences, performance trends, and process gaps.
Maintained client onboarding and investment records for audits, reporting, and regulatory reviews.
Handled end-to-end KYC compliance in line with SEBI and RBI guidelines.
Assisted in Demat account opening and supported fixed-income operations.
Provided cross-functional operational support and contributed to financial literacy initiatives.

Asit C Mehta Investment Intermediates Ltd · Jan 2023 – Apr 2023

Not yet confirmed

Provided investment advisory services by analyzing equity markets, company fundamentals, and market trends.
Assisted clients in building diversified portfolios aligned with their financial goals and risk appetite.
Maintained regular client communication, offering updates on market movements and portfolio performance.
Gained hands-on experience in financial markets, enhancing skills in research, client handling, and investment strategies.

Also works with

Web ResearchPortfolio DiversificationRisk Appetite AssessmentClient Financial Profiling

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MBA, MBA

Vijay Patil School of Management · 2024 — 2026

Bachelor's Degree, BMS (Capital Market)

Bombay Stock Exchange Education Institute · 2021 — 2024

Higher Secondary Certificate, HSC

Sheth NKT College · 2018 — 2020

Secondary School Certificate, SSC

Holy Cross Convent High School · 2016 — 2018

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