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Roshan Akhauri

Roshan Akhauri

Intern at Credit Department

Followers of Roshan Akhauri1000 followers
location of Roshan AkhauriGurugram, Haryana, India

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  • Timeline

  • About me

    PGPM(MDI-M) | Per Annum | Green Portfolio | NISM XA- level 1

  • Education

    • Delhi Public School Patna

      -

    • Amity University, Noida

      2014 - 2017
      Bachelor of Business Administration (BBA) BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

    • Management Development Institute Murshidabad

      2018 - 2020
      PGPM Business Administration and Management, General

  • Experience

    • United bank of India

      May 2016 - Jul 2016
      Intern at Credit Department

      Analysis of variables used in MSME and Retail Credit Products

    • BIHAR FOUNDRY & CASTINGS LIMITED

      Mar 2018 - May 2018
      Logistics Trainee

      Creating database of shipping documents for further references with the help of MS Excel

    • Kantar IMRB

      Apr 2019 - May 2019
      Intern

      As part of my Internship I got to work with Kantar on 7 projects over a duration two months. My responsibilities as team member was:- to collect primary data pertaining to each project. - Ensure client targets to be met before project deadlines.- Generation of new leads.During my internship tenure I was selected ‘Team Leader’ for 3 of the projects namely, ‘UK Perception’, ‘Talic’ and ‘Pluto Sales and Service’. My responsibility as team leader was:-Project briefings and coordination with team members.-Preparation and monitoring of route plans for achieving project targets.-Qualify leads as per project needs.-Prepare and update daily report for ‘Project head’. Show less

    • Purnartha

      Oct 2020 - May 2022

      • Wealth Manager

        Oct 2021 - May 2022

      • Management Trainee- Assistant Manager

        Oct 2020 - Jan 2022

    • Green Portfolio Private Limited

      Apr 2022 - Aug 2023
      Sr. Wealth Manager

      Longterm Equity Investment.Portfolio Management Services.Wealth Creation.

    • Per Annum

      Aug 2023 - now
      Sr Manager HNI Investments

  • Licenses & Certifications

    • NISM-Series X-A: Investment Adviser level 1

      National Institute of Securities Markets
      Mar 2020

  • Volunteer Experience

    • Social services

      Issued by CASI Global New York on Aug 2018
      CASI Global New YorkAssociated with Roshan Akhauri