VB

Vishal Baliram Gaikwad

As an ambitious and curious professional, I am driven to explore new challenges and apply logical insights to complex situations. I thrive on collaborative environments, leveraging my analytical approach to understand problems deeply and contribute effectively towards achieving shared objectives.

Contact details — on requestProof of Work — on request

Experience

S

Management Intern

Shambhavi Wealth Management pvt ltd · Jun 2025 – Aug 2025

Not yet confirmed
  • Conducted financial research and portfolio analysis to support investment planning, client advisory, and wealth management activities.
S

Relationship Manager

SBI CAP Securities pvt ltd · Jan 2024 – Jun 2024

Not yet confirmed
  • Leveraged financial analysis and investment advisory expertise to support portfolio growth, strengthen client relationships, and drive business outcomes.

Skills 0 proven through work

Also works with

Investment Objective EvaluationData OrganizationMutual Fund AnalysisInvestment Product AnalysisCapital ManagementData StorytellingData-Driven RecommendationsTeamworkProblem SolvingAnalytical ThinkingInformation ResearchExploratory Data Analysis (EDA)Return Pattern AnalysisRisk and Controls AssessmentMarket ResearchData Discrepancy InvestigationMicrosoft ExcelEquity Valuation AnalysisFinancial AnalysisMarket Trend AnalysisMulti-Asset Portfolio AnalysisFinancial ResearchProfessional Follow-upCustomer ServiceFinancial Product EducationFinding Customer NeedsCustomer Relationship BuildingClient Financial ProfilingPortfolio ManagementDecision MakingFinancial Report PreparationWealth Management

Proof of Work

Proof of Work

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Education

MBA, Finance Technology

MIT ADT University Pune India · 2024 — 2026

Bachelor Of Arts, Arts

YCMOU Nashik University Nashik · 2019 — 2022

Contact details

Contact details

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