Archit Tandon

Finance Enthusiast | Aspiring Investment Banking Analyst | Proficient in Valuation & Market Analysis

Talent

GurugramMember since June 18, 2026

Portfolio ReviewRisk ProfilingTrade SettlementReconciliationCustody TransfersRatio AnalysisMarket CommentaryNPA AnalysisCredit Risk AssessmentCompliance ChecksAdvanced ExcelPower BITableauEquity AdvisoryCapital MarketsFinancial ReportingFinancial ModelingTrend AnalysisTrend Forecasting

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Portfolio ReviewRisk ProfilingTrade SettlementReconciliationCustody Transfers

About

B2B research and analytics professional with a Finance and Business Analytics background, experienced in client conversations, outbound outreach, source profiling, data collection, segmentation, and insight reporting. Skilled in conducting structured discussions, researching exact profiles for business studies, preparing KPI dashboards, and converting market/client data into clear recommendations. Open to night/rotational shifts for international market research processes.

Experience

Investment Relationship Manager - Client Research & Analytics at Mirae Asset Sharekhan

Managed 80+ HNI/retail client relationships through structured conversations to understand goals, risk profile, product interest, and service needs.
Conducted outbound client outreach and referral follow-ups, supporting lead generation and helping grow AUM by approx. 8% in 4 months.
Segmented clients by goals, risk appetite, and product preference to personalize communication and improve response quality.
Prepared weekly KPI dashboards and performance reports in Advanced Excel to track engagement, conversion opportunities, and portfolio trends.

Analyst Intern - Market & Risk Research at Sewa Grih Rin Ltd

Conducted secondary market research and competitor profiling across 19+ housing finance companies using metrics such as AUM, GNPA/NNPA, yield, branches, and product mix.
Built structured Excel reports and insight summaries for management review, highlighting market position, exceptions, and actionable findings.
Coordinated with internal stakeholders and vendors to validate data, resolve gaps, and support compliance/risk checks.

Data Analytics Intern at Unified Mentor

Designed Tableau dashboards for 10+ KPIs, reducing reporting time by 30% and improving visibility of sales/operational trends.
Automated quarterly business review analytics in Excel and presented data-driven insights to stakeholders.