
Aman Arora
Associate

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Skills
Financial accountingPowerpointMicrosoft officeMicrosoft excelMicrosoft wordAccountingBookkeepingManagementFinancial analysisTeam managementEquity researchRisk managementAbout me
Pursuing PGDM in finance/financial markets from ITM Business School, Kharghar. Twice awarded "I think customer first award" by Fidelity Worldwide Investments for my commitment towards customer service. Winner of the "Next CEO" competition hosted by ITM Business School, Kharghar. Selected as the best intern of HDFC Life.
Education

ITM Group of Institutions
2016 - 2018Master of Business Administration (MBA) Financial Markets
Guru Gobind Singh Indraprastha University
2009 - 2012Bachelor of Business Administration (BBA) Business Administration and Management, General
Experience

Fidelity International
Feb 2013 - Mar 2015AssociateFidelity FundNetwork is one of the largest mutual fund trading platforms which provides brokerage and investment portfolio management services. FundNetwork deals in European funds which allow investors from around the globe to invest in.Responsibilities:• Handling & managing Reconciliation of client’s portfolio to identify & mitigate any discrepancy• Receiving and investigating deal correction requests by internal departments• Analysing impact of error to different parties i.e. brokers, clients, portfolio managers• Taking corrective measures and escalating business risks• Investigating and resolving customer complaints• Exposure of preparing critical reports & MIS reports for senior stakeholders Show less

Me2green
Nov 2016 - Dec 2016NGO InternAs a part of my MBA curriculum, I have successfully completed my NGO internship at Me2Green. Me2Green is an organisation working in the field of environment conservation. Being a part of this NGO , I got the opportunity to work for an NGO, undertook various environmental friendly activities like surveying, beach clean-up, spreading awareness about health & hygiene etc. It was a small step from my side towards the environment.

L&T Finance
Apr 2017 - Jun 2017Summer Research InternL&T Financial Services is the brand name of L&T Finance Holdings Ltd. L&T Finance Holdings Ltd. is a NSE and BSE listed company and is also registered with RBI as an NBFC. It conducts its financial services businesses through various subsidiaries.Responsibilities:• Assisted team in preparing various reports• Understanding the current investment management process and providing ideas for improvement• Identification of channel partners for the business and gauging their suitability as financial agents• Handling the daily operational task which included KYC checks, application scanning and scrutinising Show less

ICICI Prudential AMC Ltd
Jul 2017 - Aug 2017Research Intern
Karvy Financial Services Limited
Jun 2018 - Jun 2019Assistant Product Manager Understanding market needs, articulating detailed business requirements, reviewing the readiness and managing the internal and external aspects of the Product Inception and Launch process New Product- planning, development, testing, training and launching Reviewing product data to ensure that the field force is kept up to date on new developments regarding the our products or competitor products Reviewing the existing products on a regular basis and improvising them based on requirement. Planning and evaluation campaigns about the existing and new products in association with marketing team. Conducting training sessions about new products and also strengthening existing product information. Identifying the weak areas/revenue loss segment and taking corrective measures by engaging different stakeholders Coordination among different verticals such as Marketing, Finance, Risk/Credit, HR, Operation and IT to manage the product portfolio. Interaction with field staffs, customers, business department, legal and finance officials at various level for continuous improvement and enhancing efficiency. Show less

KPMG India
Jun 2019 - Oct 2023Assisting the UK member firms in performing financial due diligence; involving: • Summarizing and Analyzing financial information (trial balances, income statements, balance sheets and cash flows)• Preparation of data books in accordance with firm and professional standards and in accordance with the requirements of the project• Reconciling information provided by management with the Audited financial information• Identification of issues and carrying out the relevant financial analysis• Highlighting unusual trends observations and frame questions for management• Performing review of KPMG reports for consistency• Establishing strong professional relationships with team members Show less
Consultant
Oct 2021 - Oct 2023Associate Consultant
Jun 2019 - Oct 2021

KPMG
Oct 2023 - nowAssistant Manager
Licenses & Certifications

Securities and Investments
Chartered Institute for Securities & InvestmentJan 2018.webp)
NISM 5A
National Institute of Securities Markets (NISM)May 2017
MIS
SLA Consultants
Languages
- enEnglish
- hiHindi
- puPunjabi
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