SAURAV PANDA

#393,BTM II Stage, 29th Main, Bangalore-560073 Mobile No.: +919886310964 ~ EMail: sauravpanda7@gmail.com INVESTMENT BANKING PROFESSIONAL /FINANCIAL PLANNING/WEALTH MANAGEMENT

PROFILE Applying the research and analysis tools to understand the market trends, corporate potential and risk vis--vis returns. Skilled at consulting with clients to delineate and analyze their financial situations and develop strategic solutions to further their financial planning goals. Excellent Relationship Management skills, articulate, combine strong business acumen with the ability to conceive profitable and efficient solutions utilizing technology. Industries, thrives on a challenge while working effectively with all levels of management and the people therein. Dexterous in assessing the clients projected and forecasted financial results, historical operating performance and financial condition, business model and strategic plan, competition, industry, economic conditions and outlook. Conducting business valuations for acquisitions and restructuring transactions. Thorough knowledge of various financial products, Investment policies and market dynamics with insight into shares, Equities, Mutual Funds, stocks and Insurance Products. PROFESSIONAL EXPERIENCE
ICICI SECURITIES LTD, since February 2011

February2011 till date

KEY ACCOUNTABILITIES

Assistant Manager

Relationship Building & Management with the customer for Sales & Services of Financial Products

of ICICI group and third party product. [E.g. Debentures, Offline/On line Trading Account, Mutual Funds, Investment Advisory, Wealth Management, General Insurance ] Managing customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources. Analyzing the customer details in Customer Relationship Management CRM system Manage Clients Portfolio, By providing Portfolio Management Services. Preparing and maintaining MIS report
Deft at creating and validating the customer profiles based on business requirement and maintaining HNIs and WMs client portfolios.

SUMMER INTERNSHIP
Worked for India Info Line

Feb 15- May 15 Project- Analysis of Insurance Sector, with the support of India Infoline.

SCHOLASTICS MBA-Marketing 2011 6.2CGPA BCOM 2009 64% Ispat Ispat 65% Skill Set English English Medium Medium School, School, RoukelaRoukelaOrissa Orissa & Finance Ravenshaw ICFAI University, Univesity Bangalore Orissa

Cuttack,

XII (Commerce) 2006 72% X 2004

Good command of strategic and analytical techniques and fluent in English. Strong leadership/management skills collecting, organizing, and interpreting data from local, regional, national, or other areas to determine potential sales of a product, service, or retail facilities. Exposure to core consulting skills (presentation skills, facilitation etc) Ability to think in a structured, logical way and the ability to present to senior clients in person or by phone Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Experience in FS sector (with a specific focus/expertise in either Banking, Insurance, or Capital Markets Domain)
COMPUTER SKILLS Proficient knowledge of MS Word ,Excel and Operating System C, C++, VB6.0, ORACLE8i. EXTRAMURAL ENGAGEMENTS & ACCOLADES Coordinated All-India Management Fest Perceptions 09 held at Christ College. National Winners, Gold Medalist in KHO-KHO game. Earned appreciation for having excellent event management skills and for organising good events. Won Best Individual Presenter in College. PERSONAL VITAE Date of Birth: 24th march86 Permanent Address: PH colony 11th cross vinobanagar, Tumkur-572101, Tumkur Present Address: #4, 6th cross Anepalya, Adugodi Post, Bangalore - 560030 Linguistic Ability: English, Hindi, Kannada & Tamil Preferred Location: Bangalore, Delhi- NCR & Mumbai, Hyderabad.