Harvi D'Souza
MBA - Finance
Mumbai
Overview
1
1
year of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Customer Relationship Manager
Capsave Finance Private Limited
04.2024 - Current
- Streamlined communication between departments for better understanding of client needs and quicker problem resolution.
- Developed strategies that reduced response time to inquiries while maintaining high-quality responses.
- Acted as liaison between clients and internal teams such as Sales, Operations and Executive Management
- Performed detailed financial assessments on potential clients, encompassing credit history reviews and ratio analysis, to ensure sound onboarding decisions
- Effectively managed diverse portfolio of clients with Assets Under Management (AUM) totaling Rs. 100 crores, ensuring tailored financial strategies and achieving optimal growth and client satisfaction
- Structured comprehensive deals by providing accurate price quotes and detailed cash flow projections for entire contract tenure, ensuring financial clarity
Live Project Intern
Happequity Investments & Finance
08.2023 - 08.2023
- Learnt fundamental analysis
- Assessed potential growth of Infosys Limited and value stock’s intrinsic value through research and DCF Financial Modelling
- Leveraged Altman-Z score to formulate robust bankruptcy assessment framework
Education
Master of Business Administration - Finance
K.J. Somaiya Institute of Management
Mumbai, India 06.2022 - 04.2024
Bachelor of Accounting And Finance - Accounting And Finance
University of Mumbai
Mumbai 07.2018 - 05.2021
H.S.C. - Commerce
K.P.B. Hinduja College of Commerce
Mumbai, India 04.2001 -
S.S.C. -
Holy Cross Convent High School
Mumbai 04.2001 -
Skills
Account Management
Financial Modelling
Financial Statement Analysis
Client Relationship Management
Critical Thinking
Advanced Excel
Certification
Financial Markets, Yale University (Coursera)
Timeline
Customer Relationship Manager
Capsave Finance Private Limited
04.2024 - Current
Live Project Intern
Happequity Investments & Finance
08.2023 - 08.2023
Financial Markets, Yale University (Coursera)
07-2023
Bloomberg Market Concepts, Bloomberg
07-2023
Derivatives - Futures and Options, Interactive Brokers (Coursera)
04-2023
Master of Business Administration - Finance
K.J. Somaiya Institute of Management
06.2022 - 04.2024
Bachelor of Accounting And Finance - Accounting And Finance
University of Mumbai
07.2018 - 05.2021
H.S.C. - Commerce
K.P.B. Hinduja College of Commerce
04.2001 -
S.S.C. -
Holy Cross Convent High School
04.2001 -
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