Deep Enrich
Naresh CCRA, CFP
Senior Associate
1473 followers
Hyderabad, Telangana, India
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About me
Business Analyst - Capital Markets
Education
JNTU, Hyd
2010 - 2012MBA Finance
Kakatiya University
2004 - 2007B.Sc Computer Science
Experience
India Infoline Ltd
Jan 2012 - Jan 2014Senior Associate• Studying and analyzing research reports, annual reports and result updates.• Tracking news and important events of various stocks on a daily basis.• Keeping abreast of market changes and analyzing stock movements/ finance of the company• Communicating with Research team to discuss corporate news / events, overall macro scenario etc.• Handling portfolios of high net worth clients, Client Portfolio Restructuring & Portfolio Churn• Updating clients on research calls and advising them on asset allocation within their portfolio• Demonstrating investment strategies to RM/Trader• Ensuring adherence to compliance norms of the organization• Handling market operations, risk & surveillance Meno dettagli
Cognizant Technology Solutions
Jan 2014 - Mar 2016Senior Associate
Bank of America
Apr 2016 - Apr 2022Lead Business Analyst
Licenses & Certifications
- View certificate
Equity Research Module
Finitiatives Learning India (FLIP)- NSEJan 2012
- View certificate
Certified Credit Research Analyst (CCRA)
Association of International Wealth Management AIWMMar 2015 - View certificate
Certified Financial Planner
Financial Planning Standards Board Ltd.Feb 2013 - View certificate
Claritas® Investment Certificate
CFA Institute
Languages
- teTelugu
- hiHindi
- enEnglish
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