Deep Enrich
Vikas Kumar
Finance Executive
233 followers
Delhi, India
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About me
Lead | Sun Life | Ops and Support Analytics | Investment Banking & Wealth Management | FinTech | Stock, F&O | NCFM/NISM | CFA Aspirant | Technical Analysis | Techy | Ex-ET Money |Ex-Coforge
Education
Government Higher Secondary School - India
2009 - 2011High School Diploma Business/Commerce, General 84
Sikkim Manipal University - Distance Education
2016 - 2018MBA Finance, General 70
Delhi University
2011 - 2014Bachelor of Commerce - BCom Accounting and Finance 65
Experience
Policybazaar.com
Jul 2014 - Mar 2015Finance ExecutiveHandling Insurance-related queries of customer visiting on Policybazaar.com portal to buy an insurance(Investment, Health and Auto Insurance )
Coforge
Apr 2015 - Nov 2018Senior ExecutiveWorks in process Named SEI which is a US-based Wealth management company, We used to maintain securities like Equities, MF, Municipal bonds over the custodian for US-based banks, Maintaining NAV, uploading NAV of Mutual fund for the market.
ET Money
Nov 2018 - Oct 2023Senior Operation SpecialistResponsible for Ops and Support activities of Financial instruments. Including KYC, Payee Validation, NFT, Investor onboarding.
Sun Life
Oct 2023 - nowLead
Licenses & Certifications
- View certificate
Generative AI: The Evolution of Thoughtful Online Search
LinkedInSept 2023
NISM Series V-A Mutual Fund Distributor
NISMMay 2019- View certificate
Streamlining Your Work with Microsoft Bing Chat
LinkedInSept 2023 - View certificate
Investment Analysis and Portfolio Management
NSEIT LIMITEDJan 2023 
Basics of Computer and MS office
NIITApr 2009- View certificate
Spoken English from Cambridge's Upskill
DSEU UNIVERSITY - View certificate
Learning from Failure
SkillsoftJan 2024 - View certificate
What Is Generative AI?
LinkedInAug 2023
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