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Harsh Goyal

Harsh Goyal

Wealth Management Trainee

Followers of Harsh Goyal5000 followers
location of Harsh GoyalKolkata, West Bengal, India

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  • Timeline

  • About me

    Universite Gustave Eiffel France, Paris ‘22 || KAM at GoComet || IMI-K’22 || IIM- R ||

  • Education

    • St.Joan’s School, Kolkata

      2014 - 2016
      ISC Commerce

    • Mahavir Institute of Education and Research

      2002 - 2014
      ICSE

    • International Management Institute, Kolkata

      2020 - 2022
      Master of Business Administration - MBA Finance

    • Calcutta University, Kolkata

      2016 - 2019
      Bachelor's degree Accounting and Finance

    • Indian Institute of Management Raipur

      2020 - 2020
      Executive Course Advance corporate Finance and Risk Management

    • Université Gustave Eiffel

      2021 - 2022
      Master's degree Buisness Management

  • Experience

    • Sumedha Fiscal Services Limited

      May 2019 - Jul 2020
      Wealth Management Trainee

      • Analysed financial information obtained from clients to determine strategies for meeting clients’ objectives• Answered clients’ questions about the purpose and details of financial plans and strategies• Met with clients to fully understand their financial goals and circumstances• Recommended mutual funds to clients• Managed client portfolios and kept client plans up-to-date• Monitored financial market trends to ensure that clients plans are responsive

    • Blitz Jobs

      Oct 2020 - Dec 2020
      Business Development Manager

    • Finlatics

      Jan 2021 - Jun 2021
      Equity Analyst

    • Social Venture Partners International

      Mar 2021 - Jun 2021
      Digital Marketing Manager

    • GoComet

      Apr 2021 - now

      • Understanding and analysing the existing process.• Identifying the gaps and loopholes in the existing process and suggesting ways to reduce these gaps and automate the process.• Helping and resolving the clients and the vendors with the platform activities.• Optimization of invoice process of the company for different clients.• Managing the support activities through back support and portal.

      • Key Account Manager

        Oct 2021 - now

      • Operations Intern

        Apr 2021 - Sept 2021

  • Licenses & Certifications

    • Common Proficiency Test

      The Institute of Chartered Accountants of India
      Jun 2016