I am a proactive and results-driven professional with experience as a Sales Promoter, including roles in a merchant banking firm. I have skills in client relationship management, Excel, and team coordination, and I have previously worked at a Company Secretary firm where I gained a strong base in secretarial work, compliance, and documentation. I am adept at bridging client and team needs with a focus on growth and delivery. I enjoy reading, dancing, and exploring new places. I am committed to developing my skills through hands-on experience and deliver quality work in all my professional roles.…

Bhoomi Ganatra

I am a proactive and results-driven professional with experience as a Sales Promoter, including roles in a merchant banking firm. I have skills in client relationship management, Excel, and team coordination, and I have previously worked at a Company Secretary firm where I gained a strong base in secretarial work, compliance, and documentation. I am adept at bridging client and team needs with a focus on growth and delivery. I enjoy reading, dancing, and exploring new places. I am committed to developing my skills through hands-on experience and deliver quality work in all my professional roles.…

Available to hire

I am a proactive and results-driven professional with experience as a Sales Promoter, including roles in a merchant banking firm. I have skills in client relationship management, Excel, and team coordination, and I have previously worked at a Company Secretary firm where I gained a strong base in secretarial work, compliance, and documentation. I am adept at bridging client and team needs with a focus on growth and delivery.

I enjoy reading, dancing, and exploring new places. I am committed to developing my skills through hands-on experience and deliver quality work in all my professional roles.

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Skills

Experience Level

Microsoft Excel
Intermediate

Language

English
Advanced
Hindi
Advanced
Gujarati
Advanced

Work Experience

Promoter at Merchant Banking Firm
August 1, 2024 - Present
Maintained organized records of leads, client interactions, and IPO progress using Excel tools. Reviewed company annual reports and financials for data compilation and verification. Assisted during the IPO process by offering regular updates and resolving basic inquiries. Supported due diligence processes by organizing financial and legal records for ongoing mandates. Helped update internal databases and maintained records for active mandates. Provided general administrative support to ensure smooth day-to-day operations.
CS Trainee at MSDS and Associates
June 30, 2023 - August 20, 2025
Assisted in drafting and filing ROC forms such as MGT-7, AOC-4, DIR-12, and others as per Companies Act, 2013. Maintained statutory registers and records including Register of Members, Directors, and Share Transfer. Drafted resolutions and maintained minutes as per secretarial standards. Maintained filing systems, tracked compliance deadlines, and supported day-to-day secretarial tasks.

Education

Bachelor of Commerce (B.Com) at KES Shroff College of Arts and Commerce, Mumbai University
January 11, 2030 - January 1, 2022

Qualifications

Add your qualifications or awards here.

Industry Experience

Financial Services, Professional Services

Skills

Experience Level

Microsoft Excel
Intermediate

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