Beruflich Dokumente
Kultur Dokumente
Academics
2008 | PGDBM | 70% | LBSIMT Bareilly
2005 | B.Com | 65% | Dr.BRA University
2002 | XII | 69% | CBSE Board
2000 | X | 52% | CBSE Board
Area of Specialization
Finance & Marketing
Practical Exposure
Working with Almondz Global Securities Ltd. (Private Clients Group), Delhi since 18
Feb 2008 as a Management Trainee Relationship Manager
Acquisition of HNI Clients for Third Party Products as well as our own products
Managing the Portfolio of the existing clients and providing advisory services
for investment
Enhancing existing relationship by constant cross selling of other companies
products
Providing one stop resolution and information required by the client
Constant Co-ordination with the team for error free and timely execution of
daily tasks like Redemptions, Purchases, A/c opening, Closing, Pay-ins, Pay-
outs, Off-Market and On-Market transactions
Managing a team for periodic delivery of the financial documents and
transactions as per the client requirements
Worked with ICICI Bank (DST), Agra for 6 months as marketing Executive
Project Title
• ‘Studying & analyzing the behavior of investors related
to mutual funds & other investment options’.
Industrial Visits
• Visited PARLE-G RUDRAPUR (UTTRANCHAL).
• S.P.SOLVENT RUDRAPUR (UTTRANCHAL).
Achievements
• AMFI Certification (Advisory Module).
• NCFM Capital Market (Dealers Module).
• Presented a paper on “4P’s of Rural Marketing” in a Symposia on
Rural marketing: Strategic Prospective on 23rd March, 2007
• NCC”C” Certificate with “B” Grade.
Seminars Attended
Computer Skills
DOEACC “O” Level With “A” Grade.
Tally (5.3, 6.2, 7.1).
Personal Details
References