Rushil Rajesh Bhayani
Mumbai
Summary
Driven by precision, dedication, and a passion for delivering impactful financial solutions Experienced financial
analyst and senior equity relationship manager with a strong background in equity research, financial modeling,
and client advisory. Demonstrated expertise in evaluating mutual funds, monitoring market trends, and developing
investment strategies for diverse clients. Proven track record of supporting research functions, conducting primary
research, and maintaining continuous industry news coverage. Skilled in operational management within the
pharmaceutical export sector and customer experience enhancement in the travel and banking industries.
Recognized for initiative, efficiency, and client-centric solutions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager Research Analyst
Phillip Capital India Pvt Ltd
Mumbai, India
02.2024 - Current
- Prepare equity research reports, including IC and result updates
- Develop financial models for covered companies
- Deliver client presentations on stock ideas
- Provide analysis on unassigned stocks
- Build and update industry databases
- Support existing research functions
- Maintain continuous industry news coverage, sharing insights with clients
- Conduct primary research from industry sources
- Generate brokerage by advising clients and meeting revenue targets
- Advising clients on trading and investments across all segments i.e Cash, Futures & Options
- Handling Customers Queries related to Trades, Back office, Risk Management and other related support.
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Streamlined processes for increased efficiency within team, resulting in improved response times to client inquiries and requests.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of role.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Negotiated favorable terms for clients by leveraging strong relationships with product providers and underwriters.
Financial Analyst
Rupiyaa.com
Mumbai, India
09.2023 - 01.2024
- Conduct a thorough analysis of mutual funds and SIPs
- Evaluate performance metrics, historical data, and market trends to provide insights for investment decisions
- Develop and maintain financial models
- Create and update financial models to assess the potential returns and risks associated with mutual funds and SIP portfolios
- Offer well-researched and data-driven recommendations on the selection and allocation of mutual funds and SIPs based on client objectives
- Identify and assess potential risks associated with mutual fund and SIP investments, implementing strategies to mitigate these risks
- Communicate investment strategies, market updates, and performance insights to clients, providing education on mutual funds and SIPs.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Equity and Investment Analyst
Grebal Capital Services Private Limited
Mumbai, India
08.2021 - 08.2023
- Monitoring Market Trends and Investment Portfolios
- Calculating and strategizing risks and opportunities for potential and existing clients
- Compiling financial data into reports and generating and sending reports to clients with regards to their final position in the market and stock holdings in their portfolio
- Assist new and existing capital investors and layout propositions for expense and finance, offer suggestions, and manage the client’s capital portfolio to fulfill their financial growth
- Study and gather information on the stock holdings of investors and prepare documents and layout strategies for their shareholdings in their portfolio
- Buy and sell clients stocks, stock futures, and foreign bills as per market patterns on the exchange portal
- Offer bidding pricing to clients at the auction to buy and sell securities, stocks, futures, and overseas bills at the stock exchange, and conclude all dealing procedures
- Create a daily backup of the volume of shares traded on the stock exchange.
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
Finance Consultant
Solis Life Care LLP Pharma Exporters
Mumbai, India
04.2020 - 05.2021
- Analyzed financial data related to exports, including revenue, costs, foreign exchange rates, and profitability
- Develop financial models to assess the impact of different pricing strategies and export financing options
- Develop financial forecasts and projections specific to the export market, considering factors like currency fluctuations, international regulations, and competitor activity
- Ensure compliance with international trade finance regulations, including export
- Monitor cash flow related to export activities, ensuring timely payments from international customers and managing working capital effectively
- Work closely with various departments within the company, including sales, marketing, and logistics, to ensure financial considerations are integrated into export strategies
- Assist with budgeting and cost control measures for export operations
- Maintained accuracy in calculating figures and amounts.
- Collaborated with cross-functional teams to drive process improvements that enhanced overall organizational efficiency.
Sales Centre Associate
Sunwing Travel Group
Toronto, Canada
09.2018 - 06.2020
- Used Reservation Software TTS, to book packages, changes and cancellations for clients and Travel Agents
- Used other software’s such as Wings, Trigger to request seat openings on flights or rooms
- Offer solution's to customers in case of any conflict with their bookings
- Assist other internal departments upon demand
- Analyze progress and provide daily reports of the team to the Supervisor.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Developed and implemented strategies to increase customer satisfaction and engagement.
Customer Advisor (Scotiabank Campaign)
Teleperformance Canada
Toronto, Canada
02.2018 - 08.2018
- Sales expertise to all existing customers on Inbound/Outbound calls
- Promote offers, products and services by consulting, gathering information, and evaluating customer needs
- Complete the Credit product application documentation and set up the product for customers
- Open new personal accounts (Credit Card, Current Accounts, Line of Credit), and provide access to automated banking machine and online banking services
- Meet and exceed daily sales expectations
- Provide excellent customer service at all times
- Follow up to customer inquiries by taking specific action in a timely manner
- Problem solve to help customers resolve issues on first call
- Enters data from customers into various software programs
- Appropriately communicate with upset customers to resolve their inquiries
- Thrives as a team player in a fast-paced, high-energy, change-oriented environment
- Participates in additional training courses when needed
- Performs other related duties and assignments as required and as assigned by supervisor or manager
- Exercise retention efforts when appropriate
- Identify customers who are comparison-shopping and inquiring about contract terms - assisting the Customer with the correct price plan when necessary
- Work with confidential customer information.
- Demonstrated strong time management skills by effectively handling multiple customer interactions simultaneously while maintaining a high level of service quality.
- Answered customer service inquiries via telephone, email and chat platform to address customer needs and promote optimum outcomes.
Travel Agent Intern
Total Advantage Travel & Tours
Toronto, Canada
03.2017 - 04.2017
- Developed the Process of the travel and tourism industry from an Agency perspective
- Prepared Client booking registry through Client base software
- Developed & Designed Honeymoon registry website for company
- Assisted in payroll preparation with relation to absences, bonus, leaves, etc
- Updating companies website and create graphic arts for marketing using design software Canva
- Create Blogs and post on social media platforms such as Facebook, Twitter, and Instagram etc
- Design and execute the given project for tourism website
- Created blog and product page for “Incredible India Tour 2017” for company.
- Developed strong rapport with vendors and suppliers, fostering positive relationships to secure competitive rates for clients.
- Facilitated smooth communication between clients, tour operators, hotels, airlines, rental car agencies-ensuring seamless travel experiences for customers.
Education
Bachelor of Commerce- Accounting And Auditing - Accounting And Finance
K.P.B Hinduja College Of Commerce
Mumbai, India10.2020
Post Secondary Diploma- Tourism-Travel Management - Hospitality
Humber College Institute of Technology And Advanced Learning
Toronto06.2017
Skills
- Financial Analysis Investment Advisory
- Risk Management Market Research
- Client Communication Portfolio Management
- Strategic Planning
Certification
- "NISM Series VIII: Equity Derivatives Continuing Professional Education Program"
The "NISM Series VIII: Equity Derivatives Continuing Professional Education Program" is a certification program mandated by the Securities and Exchange Board of India (SEBI) under the SEBI (Certification of Associated Persons in the Securities Markets) Regulations, 2007. This program is designed for professionals working in the securities markets, specifically those involved in equity derivatives. It aims to ensure that these professionals maintain a high level of knowledge and competency through ongoing education and training. Link https://certifications.nism.ac.in/nismskills
Languages
Gujarati
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
French
Beginner (A1)
Timeline
Senior Relationship Manager Research Analyst
Phillip Capital India Pvt Ltd
02.2024 - Current
Financial Analyst
Rupiyaa.com
09.2023 - 01.2024
Equity and Investment Analyst
Grebal Capital Services Private Limited
08.2021 - 08.2023
Finance Consultant
Solis Life Care LLP Pharma Exporters
04.2020 - 05.2021
Sales Centre Associate
Sunwing Travel Group
09.2018 - 06.2020
Customer Advisor (Scotiabank Campaign)
Teleperformance Canada
02.2018 - 08.2018
Travel Agent Intern
Total Advantage Travel & Tours
03.2017 - 04.2017
Bachelor of Commerce- Accounting And Auditing - Accounting And Finance
K.P.B Hinduja College Of Commerce
Post Secondary Diploma- Tourism-Travel Management - Hospitality
Humber College Institute of Technology And Advanced Learning