
Timeline
About me
Investor Report Associate
Education

Deendayal upadhyay gorakhpur university
2017 - 2019Master of commerce marketing and finance 64%
St. andrew's college of arts, science and commerce
2014 - 2017Bachelor of commerce - bcom accounting and financeActivities and Societies: volleyball

Icfai business school
2020 - 2022Pgpm marketing
Experience

Bajaj allianz life
Feb 2021 - Jul 2021Finance internEquity market analysis through live trading which would help the company to make further investment decision in a particular stock.Investment of companies fund in debt and mutual fund would throw some light on short term and long term markets and how customers/ investors money can be invested so that it diversifies the portfolio and reduce risk. Fundamental and technical analysis of Indian market cement sector . The fundamental aspects includes analysing the economic, industry and impact of reforms of the sector. Primary and Secondary research on consumers interact on social media platforms and use the findings to increase traffic on social media channels of Bajaj Allianz Life. • Analysis of Competitor`s advertisement strategy across various social media platforms to develop strategies for sustainable growth of Bajaj. Show less

Icici direct business partner
Feb 2022 - Dec 2023Senior equity relationship manager• Propose Investment options based on clients requirements by assessing their risk appetite like Bonds, corporate fixed deposits.Mapping the portfolio of clients based on equity on Fundamental Research and technical recommendation.Dealing with the HNI customer in respect of financial instruments.

Ameriprise financial services, llc
Jan 2024 - nowFinancial investor reporting
Licenses & Certifications

Analyzing and visualizing data with microsoft power bi
Techtip24Oct 2023
Microsoft certified: azure ai fundamentals
Officemaster limitedOct 2023
Advanced excel
Icfai business schoolOct 2021
Sales management
Ibs gurgaonMay 2021.webp)
Nism mutual fund certification 5a
National institute of securities markets (nism)Dec 2022.webp)
Nism vii securities and risk management
National institute of securities markets (nism)Oct 2022.webp)
Nism viii equity derivatives
National institute of securities markets (nism)Oct 2022
Certified industrial accountant
The institute of computer accountantsJun 2018
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