Financial Analyst Life Insurance
Resume:
Radhakrishnan Palaniyappan
Thanjavur, Tamil Nadu - India
******************@*****.***
linkedin.com/in/radhakrishnan16996
SKILLS
• Equity Research
• Portfolio Management
• Risk Management
• Ratio Analysis
• Capital Budgeting
• Statistical Analysis
• Financial Modelling
• Financial Planning
• Investment Strategies
• Corporate Actions
• Fundamental Analysis
• Valuation Methods
• Derivatives
• Financial Market Instruments
• Mergers and Acquisitions
• Financial Statements Analysis
• Discounted Cash Flow (DCF)
• Macro Analysis
• Investment Banking
• Clearing and Settlement
Process
• Taxation
• Mutual Funds
• Insurance
• Accounting Principle
• Banking Operations
• Technical Analysis
• MS Office Excel
• Result Oriented
• VBA
• MS Office PowerPoint
• MS Office Word
• Problem Solving
• Analytical Skills
• Inter-Personal Skills
• Decision Making
• Communication
• Leadership
• Team Player
PROFESSIONAL EXPERIENCE
Annamalai Capital Services Private Limited, Coimbatore. FINANCIAL ANALYST JUN 2019 – JUL 2019
• Analysed the performance of the stocks and predict the price movement by using technical analysis, fundamental analysis and daily business news.
• Achieved an average of 27% return on Buy and Sell recommendations, with more than 90% of recommendations posting a positive return.
• Developed and maintained proprietary equity valuation models, including income statement, balance sheet, and cash flow projections.
• Monitored the risk and performance of the portfolio to make recommendations to portfolio manager that assist in portfolio adjustments due to the volatility and overall performance of the broader market.
• Hands on experience in valuation methodologies, Mark-To-Market Settlement, VaR margin calculations, Hedging and Swap concepts.
IDBI Federal Life Insurance Co Ltd, Coimbatore
INSURANCE ADVISOR MAY 2019
• Introduced the firm to the customers and explained the objectives and benefits of various insurance programs to educate consumers on market trends, coverages, returns and favorable tax benefits.
• Interviewed prospective clients and reviewed their existing policies which enabled me to provide them with the best coverage and premium options available based on their financial needs and goals.
• Analyzed the financial performance of peer domestic competitors to develop more effective strategies.
• Contributed ideas and offered constructive feedback at weekly general and training meetings to maximize customer outreach.
EDUCATION
Post Graduate Diploma In Management (PGDM) - Finance PSG Institute of Management, Coimbatore.
2018 – 2020 Percentage : 88.6 %
Bachelor of Engineering - Electronics and Communication Engineering (ECE) Institute of Road and Transport Technology, Erode. 2014 – 2018 Percentage : 70 %
Higher Secondary School Certificate (HSC)
SRV Boys Higher Secondary School, Namakkal.
2012 – 2014 Percentage : 92.33 %
Secondary School Leaving Certificate (SSLC)
Amalraj Matriculation Higher Secondary School, Thiruvaiyaru. 2011 – 2012 Percentage : 91.2 %
CERTIFICATIONS
• NISM - Series-XB: Investment Adviser (Level 2), SEBI
• NISM Series-XV: Research Analyst, SEBI
• NISM Series-VII: Securities Operations and Risk Management, SEBI
• NISM Series-VIII: Equity Derivatives, SEBI
• NISM Series-VA: Mutual Fund Distributor, SEBI
• NISM Series-XA : Investment Adviser (Level 1), SEBI
• Technical Analysis Module, NSE Academy’s Certification in Financial Markets (NCFM)
• Banking and Finance Fundamentals, Finitiatives Learning India Ltd.(FLIP)
• Excel Beginner to Advanced, Udemy.
PROJECTS
• Prepared an Equity research Project report for “Banking Sector Stocks Listed in National Stock Exchange(NSE)”, PSGIM, Coimbatore, November 2019 to February 2020.
• Prepared a Project report on “ Optimum Portfolio Construction Using Sharpe Single Index Model with reference to Cement Sector”, January 2020.
• Prepared an Equity Research report for “Grasim Industries Limited” as part of the course “Security Analysis and Portfolio Management”, PSGIM, Coimbatore, October 2019.
• Presented a research report on “Impact of NEET implementation on Students, Parents and Coaching Centre’s Perspective” as part of the course “Research Methods”, PSGIM, Coimbatore, 2nd Semester, March 2019.
• Prepared a Ratio analysis report on “Top 5 Retail Fashion Industry” as part of the course “Financial Management”, 2nd semester, PSGIM, February 2019.
• CSR project on School Development, Blood Donation Camp and Travel Safety Awareness Program in five places around Coimbatore as part of the course “Managers in Society - Caring”, PSGIM, Coimbatore, August 2018.
• Project titled “Industrial Outlet Water Monitoring System” using GSM, Galaxy 2k17, March 2017.
• Mini Project titled “Variable Audio Range Hearing Aid”, Project Expo’16, August 2016. ACHIEVEMENTS
• Winner - National Management Olympiad 2019
Performed as General Manager of Winning Team.
• Top 5, National Finalist
Stock Ninja - Trading Event, Institute for Financial Management and Research (IFMR), Andhra Pradesh.
• Runner up, Technical Quiz
Government College of Technology, Coimbatore.
• Runner up
Project Expo, Institute of Road and Transport Technology, Erode. CO-CURRICULAR ACTIVITIES
• Attended one week Inplant Training on “ Fundamentals of Telecommunication”, Bharat Sanchar Nigam Limited(BSNL),Erode, 26th June - 01st July 2017.
• Presented a paper on “Automated Toll Collection System”, Institute of Road and Transport Technology, Erode, September 2017.
• Presented a paper on “Vehicle Starting System using License”, Acumen’17. Kongu Engineering, Erode, March 2017.
VOLUNTEER EXPERIENCE
• Event Coordinator - BSE Investor Awareness Program (Stock Market) Annamalai Capital Services Private Limited, Coimbatore
• Organizer, Rural Sports event
Kovai Vizha 2k19
• Member
Rotaract club, PSG Institute of Management, Coimbatore
• Students Coordinator
National Service Scheme(NSS), Institute of Road and Transport Technology, Erode
• Member
LEO Club, Institute of Road and Transport Technology, Erode. LANGUAGES
English
Full Professional Proficiency
Tamil
Native or Bilingual Proficiency
HOBBIES AND SPECIAL INTERESTS
• Games : Carrom, Chess.
• Numismatics
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