Summary
Overview
Work History
Education
Skills
Extra Curricular
Timeline
Certification
Work Availability
Work Preference
Software
Hi, I’m

Keyur Doshi

Jersey City,United States
“The first step towards getting somewhere is to decide you're not going to stay where you are.”
J.P. Morgan
Keyur Doshi

Summary

MBA graduate with 2 years experience in financial analysis, client management and a profound analytical ability to derive meaningful insights and optimize business processes across various industries, with a strong foundation in market analysis, and strategic planning. Data-driven expertise in trading and reporting with proven track record in helping clients meet their financial goals through sound advice that has driven loyalty-based repeat business.

Overview

2
years of professional experience
5
years of post-secondary education
3
Languages

Work History

Macy's
New York, NY

Retail Sales Associate
08.2023 - Current

Job overview

  • Analyze weekly sales data to identify high-demand products and recommend adjustments to inventory levels to ensure optimal stock availability and drive sales revenue
  • Implemented effective cross-selling and upselling strategies to maximize monthly revenue increase by 10%
  • Proactively engage with customers offering personalized recommendations and creating a memorable shopping experience driving customer loyalty, repeat business and a 37% increase in point of sale credit applications in 4 months
  • Conducted monthly product knowledge training sessions for new hires, ensuring they were well-equipped to serve customers effectively.
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.

Kotak Securities Pvt. Ltd.
Mumbai, Maharashtra

Accounting and Finance Intern
05.2022 - 07.2022

Job overview

  • Enhanced financial reporting accuracy by assisting in the preparation of monthly and quarterly financial statements.
  • Streamlined invoice processing for improved payment timeliness, contributing to 12 positive client relationships.
  • Assisted with budget development and monitoring, ensuring proper allocation of $80,000 funds for departmental needs.
  • Gained a nuanced understanding of market dynamics, trends, and key players
  • Contributed to the creation of comprehensive investment financial reports for client acquisition and trading.

Rushabh Capital Markets Pvt. Ltd.
Mumbai, Maharashtra

Stockbroker
01.2016 - 08.2016

Job overview

  • Achieved 8% higher client satisfaction scores year over year by conducting thorough research on ~ 200 investment opportunities and presenting tailored recommendations.
  • Generated 7% of new leads through cold calling, resulting in an expanded client base.
  • Assisted senior stockbrokers in managing 15 accounts, gaining valuable insight into portfolio management techniques.
  • Demonstrated strong analytical skills by examining financial statements to identify potential investment opportunities for over 30 clients.
  • Built strong client relationships through effective communication and understanding of financial goals.
  • Increased client satisfaction by providing personalized investment advice and portfolio management.

Education

Cardiff Metropolitan University

MBA from Finance
06.2021 - 05.2022

Universal Business School

Post Graduate Diploma in Management from International Business
06.2021 - 05.2023

Cardiff Metropolitan University

Bachelor of Arts from Business Management
06.2018 - 05.2021

Skills

  • Investment Analysis and Performance Reporting
  • Financial and Data Analysis
  • Revenue Growth
  • Analytical Thinking
  • Financial Plan Development
  • Investment Opportunity Identification
  • Asset Allocation
  • Economic forecasting
  • Portfolio Management
  • Investment strategies
  • Microsoft Office, G-Suite

Extra Curricular

  • Volunteered with various NGOs such as the Alpha Leo Club and Rotaract Club. Helped with beach cleanups and food drives.
  • Vice-President, Environment Club, Universal Business School (1st GreenBusiness School in India). ESG implementation (Tree Plantation drives, cleanup drives, sustainability education).
  • Thomson Reuters Trading Challenge- Team took 1st place in college
  • 50 Community Volunteer Hours in Chicago (phone banking for Bruce Rauner during the gubernatorial elections of 2015, cancer awareness drives, and student fairs).

Timeline

Retail Sales Associate

Macy's
08.2023 - Current

Accounting and Finance Intern

Kotak Securities Pvt. Ltd.
05.2022 - 07.2022

Cardiff Metropolitan University

MBA from Finance
06.2021 - 05.2022

Universal Business School

Post Graduate Diploma in Management from International Business
06.2021 - 05.2023

Cardiff Metropolitan University

Bachelor of Arts from Business Management
06.2018 - 05.2021

Stockbroker

Rushabh Capital Markets Pvt. Ltd.
01.2016 - 08.2016

Certification

Securities Industries Essentials (SIE)

Availability
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Work Preference

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid

Important To Me

Company CultureCareer advancement

Software

Microsoft Excel

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Keyur Doshi