Heli G

Finance graduate with hands-on internship experience in business development within financial services. Skilled in financial research, data analysis, and client outreach. Eager to contribute analytical and communication strengths in an entry-level finance or BD role.

Business Development Intern - Fortune Wealth and Financial Services LLP - Mumbai, India

(2024-09 - 2024-11)

• Researched potential clients and emerging markets to support pipeline growth for a wealth management firm
• Identified and qualified leads, streamlining the prospecting process for the business development team
• Assisted with client outreach initiatives, strengthening communication skills in a financial services environment

Bachelors of Management Studies - Finance - University of Mumbai (2025)