Professional Documents
Culture Documents
EXECUTIVE SUMMARY
Looking to join an organization, where I can utilize my expert analytical and financial skills towards the development of the organization
and have a good career growth.
EDUCATION
2017 Imarticus Learning Bangalore, India
● Certified Investment Banking Operations Professional
▪ Securities and Derivatives
▪ End to end Trade life cycle of Listed and OTC products
▪ Functioning of Clearing and Settlement systems
▪ AML Transaction monitoring and KYC
2010 - 2013 Vignan Degree College, Acharya Nagarjuna University Guntur, India
● Bachelor of Science (85.10%)
Conducted equity research on companies to discover undervalued investments with reasonable prospects for long term
sustainable growth.
Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented
long-term financial goals.
Presented investment and financial planning seminars to clients and prospective clients.
Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the
individual investor.
Identified clients and prospective clients in need of investment guidance and then recommended investment solutions
appropriate for each individual.
Managed an office environment by collaborating with an assistant to ensure a functioning office.
ADDITIONAL CERTIFICATION
ADDITIONAL QUALIFICATION
● Ms Excel
● VBA & macro
ACHIEVEMENTS
● Awarded with the Best Student of the year in Vignan Degree College in the year 2013.
● Appraisals from employees in Wipro Technologies.
● Blogging
● Mentoring