
Bharat Agarwal

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Skills
Analytical SkillsAsset-Backed Security (ABS)Bond MarketsBond PricingBusiness DevelopmentCommunicationCompany ResearchCorporate FinanceCreative WritingData AnalysisDerivativesDerivatives TradingEconomicsElectronic TradingEvent ManagementFiction WritingFinanceFinancial AdvisoryFinancial AnalysisFinancial MarketsFinancial ModelingFinancial Statement AnalysisFixed IncomeIncome TaxInvestment BankingInvestmentsInvestor RelationsLeadershipManagementMicrosoft ExcelMicrosoft OfficeMicrosoft PowerPointMS Excel Pivot TablesMutual FundsOptions StrategiesPitch BooksPresentation SkillsProblem SolvingResearchScenario PlanningSharesStart-upsTeam LeadershipTeam ManagementTechnical AnalysisThinking SkillsTime Value of MoneyTradingVariance AnalysisVenture CapitalAbout me
Highly-focused and dedicated result-driven finance professional with a learning attitude. Energetic and organized with an exceptional work ethic.
Education

CFA Institute
-Passed CFA LEVEL 1 .
Delhi Public School , Kanpur
2011 - 2015Commerce Business/Commerce, General 91%Activities and Societies: Sports,

Sri Guru Nanak Dev Khalsa College
2015 - 2018Bachelor's degree Business/Commerce, General
Experience

Vanaj - The Commerce Society of SGND Khalsa College
Aug 2016 - Jun 2018President
Jul 2017 - Jun 2018Executive
Aug 2016 - Jul 2017

Society of Financial Literacy & Consumer Awareness
Sept 2016 - Nov 2017Executive member
Vanaj - The Commerce Society,SGND Khalsa College
Sept 2016 - Aug 2017Executive member
Chornicle Advisors
Dec 2016 - Jan 2017InternScope of work includes creation of database of de-listed companies on NSE & BSE and converting the potential clients. Registered 10+ companies on GST portal & worked on companies compliances.

Blue Tokai Coffee Roasters
Jun 2017 - Jul 2017Finance InternWorked on analysis of financials statements , bank reconciliation and also followed up with the clients for debt recovery & created a model on cost control.

Placement Cell, SGND Khalsa college
Jul 2017 - Jun 2018Senior Coordinator
ICICI Prudential AMC Ltd
Apr 2019 - Oct 2019Relationship Manager
YUKON CAPITAL SERVICES PRIVATE LIMITED
Oct 2019 - Feb 2020Investment Banking
SAWARIYA HOSPITALITY
Sept 2022 - nowChief Executive Officer
Max Life Insurance Company Limited
Jun 2023 - nowFinancial Advisor
Licenses & Certifications

NISM SERIES V-A MUTUAL FUND DISTRIBUTOR
NISMMay 2018- View certificate

CFA LEVEL 1
CFA InstituteJan 2019 
Global Financial Market Professional
BSE Institute LtdSept 2015
Future CEO'S Progrram
TalerangDec 2016
Honors & Awards
- Awarded to Bharat AgarwalFINANCIAL CRISIS BSE INSTITUTE Mar 2017 1st position at event The Zero hour exigency (Financial crisis)
- Awarded to Bharat AgarwalOrganised National Seminar SGND KHALSA COLLEGE Mar 2017 Participated in organising the National Seminar on "Skilling Indians : Making India A Global Powerhouse "
- Awarded to Bharat AgarwalCommxcelsior2017 Kamala Nehru college Feb 2017 2nd price in the event Mock Stock at Commxcelsior 2017 orgaized by commerce association of Kamala Nehru college
- Awarded to Bharat AgarwalUNION BUDGET 2017-18 BSE INSTITUTE LTD Feb 2017 2 Position in debate on union budget17-18, also best content reader
- Awarded to Bharat AgarwalAmbassador Edge Institute for Financial Studies (EIFS) Oct 2016 Mission Financial Literacy
- Awarded to Bharat AgarwalBUDGET2016-17 BSE INSTITUTE Mar 2016 Secured 1st position in debate on UNION BUDGET16-17
- Awarded to Bharat AgarwalNational Inter Dps Athletics meet Delhi public school, Noida Oct 2013 Silver medal in 100m relay
Languages
- hiHindi
- enEnglish
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