SANJEEV P

Equity advisor

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Bengaluru, Karnataka, India

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Timeline
About me
Process Specialist
Education
- SSA govt first grade college, Ballari
  2013 - 2016
  BBM - Bachelor of Business Management Finance
  Activities and Societies: Reading
- Vijayanagara Sri Krishnadevaraya University, Bellary
  2016 - 2018
  MBA - Master of Business Administration Finance first class
  Activities and Societies: Reading
Experience
- Karvy Stock Broking
  Aug 2018 - Nov 2019
  Equity advisor
  primary responsibility is to analyse and advise clients on daily stock movement and to guide on various sectors. also analyse stock specific report given by the research team and guide the clients accordingly.understand the client's financial risk profile and capacity; accordingly suggest and allocation across equity MF, debt MF and direct equity. keep abreast of micro and macro economics indicators, global and domestic financial markets and their impact on stock market.
- State Street HCL Services Pvt Ltd
  May 2021 - Mar 2023
  Senior Analyst
  Securities valuation and pricing
- Infosys BPM
  Mar 2023 - now
  Process Specialist
  Corporate actions
Licenses & Certifications
- Capital Markets - Trade Life Cycle
  Infosys BPM
  May 2023
- Bloomberg Market Concepts
  Bloomberg
  Jul 2023
- Financial Services - Mortgages
  Infosys BPM
  May 2023
- NISM Series VIII Equity Derivatives Certification
  National Institute of Securities Markets (NISM)
  Oct 2018
  View certificate
- NISM Series I Currency Derivatives Certification
  National Institute of Securities Markets (NISM)
  Jun 2019
  View certificate
- T105 - Accounting Fundamentals
  Infosys BPM
  Jun 2023
- T200 - Certification in Accounting Process
  Infosys BPM
  Oct 2023
- Financial Services Capital Markets
  Infosys BPM
  May 2023
- Karnataka State Eligibility Test for Assistant Professorship
  University of Mysore
  Mar 2019
  View certificate