Harshit Kabra

Harshit Kabra

Sales Business Development

Followers of Harshit Kabra6000 followers
location of Harshit KabraMumbai, Maharashtra, India

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  • Timeline

  • About me

    NLDIMSR'25 (FINANCE) || PLACEMENT COMMITTEE MEMBER || FINANCIAL MODELING || NISM-8 ||Ex- ANGLE ONE || Ex- KOTAK SECURITIES || CFA LEVEL-1 Candidate

  • Education

    • University of Mumbai

      2018 - 2021
      Bachelor of Business Administration Business Administration and Management, General
    • N. L. Dalmia Institute of Management Studies and Research

      2023 - 2025
      PGDM Finance
    • Maheshwari Public School

      2006 - 2018
      High School Diploma Business/Commerce, General
  • Experience

    • Desi Farms

      Jan 2019 - Mar 2019
      Sales Business Development

      In this internship I used to travel various supermarket and convene them to keep our product. I have successfully convert 5 client in this time period.

    • KANCHANSOBHA FINANCE PRIVATE LIMITED

      Jul 2019 - Oct 2019
      Data Analyst

      •Assisted at “State Bank of India” in “Stressed Asset Recovery Branch” •Prepared a list of lucrative NPA properties for auction using Excel•Conducted market research on real estate properties in Mumbai

    • MAITRII LOANS (mentor finmart pvt ltd)

      May 2020 - Aug 2020
      Finance Advisor

      •Executed credit review of sole proprietary client •Designed customized EMI charts and payment schedules for clients•Ensured accurate financial assessments to support decision-making for debt recovery

    • Angel Broking

      Jun 2021 - Nov 2021
      Customer Service Associate (equity dealer)

      •Managed equity dealing for 100+ clients, diversifying portfolios and achieving an average portfolio return increase of 12%•Resolved 200+ client queries monthly related to trading, ensuring a 95% satisfaction rate and strengthening client relationships

    • Kotak Securities

      Dec 2021 - Mar 2022
      Assistant Manager

      •Managed stock trading activities for 100+ retail and corporate clients, achieving portfolio diversification and increasing client satisfaction by 20%•Crafted and applied customized strategies focused on balancing risks and returns•Expanded investment options by introducing 10+ new financial products, enhancing client portfolios

    • PhillipCapital

      Apr 2024 - Jul 2024
      Equity Research Intern

      •Extracted and analysed financial data from over 10 annual reports to build comprehensive financial models, enhancing forecasting accuracy•Conducted in-depth earnings call analysis for 4 companies, summarizing investor presentations to identify key business trends and revenue drivers, contributing to actionable insights•Assisted in store mapping and operational analysis, evaluating performance metrics for 50+ outlets to provide recommendations that improved operational efficiency by 10%

  • Licenses & Certifications

    • VBA and Macros

      IMS Proschool Pvt. Ltd.
      Jun 2020
      View certificate certificate
    • Introduction to corporate finance

      Corporate Finance Institute® (CFI)
      Apr 2021
    • NISM-series-VIII-Equity Derivatives

      National Institute of Securities Markets (NISM)
      May 2021
    • NISM XV Certifications

      National Institute of Securities Markets (NISM)
      May 2024
    • Financial modeling

      IMS Proschool Pvt. Ltd.
      Jul 2020
  • Volunteer Experience

    • Volunteer

      Issued by Red Dot Foundation-Safecity on Oct 2019
      Red Dot Foundation-SafecityAssociated with Harshit Kabra