Resume

1. SHWETA ANAND
Email: shwetaanand0751@gmail.com
LinkedIn: linkedin.com/in/theshwetaanand
Contact no: +91-9681805092
Location: Hyderabad
PROFILE
Confident and teamwork-oriented, specializing in informative, auditing and financial services industry, Master's in
Finance and a related certification from Corporate Finance Institute® as Financial Modeling and Valuation Analyst.
Living by the motto: Identifying Problems -> Finding Solutions -> Creating Impact.
ACADEMIC BACKGROUND
Degree Institution/Board Year of Passing CGPA/Percentage
MBA-Finance Institute of Management Technology (IMT) ,Hyderabad 2018 8.0
B.Com-Honours Calcutta University 2014 55%
XII-Commerce ST. Joseph’s Convent High School, Patna/ISC 2011 81%
X ST. Joseph’s Convent High School, Patna/ICSE 2009 86%
PROFESSIONAL EXPERIENCE
COMPANY PROFILE – Deputy Manager at ICICI Bank Limited, Hyderabad
Period- June 2018-December 2019
Key Deliverables-
 Assessment of clients’ portfolio, risk taking ability and willingness, and preparing a suitable asset allocation.
 Develop detailed management information to drive high quality decision-making and closely monitor and
develop strategies for meeting the client's financial goal.
 Building and maintaining clients’ investment portfolios with its monthly, quarterly and yearly performance
reports.
 Established and monitored new/existing credit lines for customers by performing Financial Statement Analysis
 Assessing the eligibility of loan limit on banking products by analysing client’s CIBIL, financial report and ratios
to determine their repayment ability.
COMPANY PROFILE –Management Intern at DSP Investment Managers Private Limited, Hyderabad
Period- March 2017-June 2017
Key Deliverables-
 To market mutual fund products to clients and distributors by generating investments through a Systematic
Investment Plan in B2B markets consisting banks and corporate clients.
Projects-
 Completed In-depth analysis of Credit fund, risk associated with it, understanding the credit rating process
and its methodology adopted by CRISIL.
COMPANY PROFILE –Audit Assistant at K.S. Bothra & Company, Kolkata
Period- August 2014-May 2015
Key Deliverables-
 Completed regulatory, pre-implementation and applied audit procedures and accounting principles to achieve
business objectives.
 Systematically reviewed documents and assembled financial statements.
 Providing timely, relevant and accurate reporting & analysis of financial reports.
Projects-
 Worked as part of auditing team for assigned audit of renowned companies: Raymond, Propello, and Skipper.

2. PROFESSIONAL CERTIFICATION
 Financial Modeling & Valuation Analyst(FMVA)
-Credentials ID: 14551900
-A professional certification program from Corporate Finance Institute®
 Risk Management in Banking and Financial Markets
-A professional certification course on edX by IIM –Bangalore
Area of expertise
ACHIEVEMENTS
 Received a second star performer recognition for achieving target of 2000 SIP Mutual Fund investment
during SIP drive campaign organised by DSP Investment Manager Pvt. Ltd.
 Published a journal on Problems of Non- Performing Assets in India, supervised by Professor K SriHarsha
Reddy (Faculty of accounting and finance at Institute of Management Technology(IMT), Hyderabad)
 Co-Founder of Passion Café- A platform to pursue interests outside work, currently heading a team of
3000+ members and growing exponentially.
PERSONAL TRAITS AND INTERESTS
 Goal-oriented  Calligraphy
 Determined  Mindfulness
 Team Player  Art and Crafts
PERSONAL DETAILS
Date of Birth - 13th
February,1993
Father’s Name - Mr. Rajesh Kumar
Mother’s Name - Mrs. Ranju Anand
Marital Status - Single
Language Known - English and Hindi
Credit Research
Financial Modeling and Valuation Financial Statement AnalysisCorporate Finance Knowledge
Budgeting and Forecasting Microsoft Application (Advance Excel, Word)