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Manager Retail Research Associate

Location:
Surat, Gujarat, India
Salary:
450000
Posted:
May 12, 2023

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Resume:

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SATENDRA RAO

adw24z@r.postjobfree.com

Mobile no- +91-799*******

Career Objective-

Work for an organization which provides me the opportunity to improve my skills and knowledge to growth along with the organization. Smart work to secure a challenging position in a reputable organization to expand my learnings, knowledge, and skills. Secure a contribution to the success of the company. Academic Backgrounds

Year Degree Institution Board/University Specialization/Subjects CGPA/% 2022 PGDM

International Institute of

Management Studies (Pune)

Savitribai Phule Pune

University

Finance & Operations 72%

2018 B.Tech Swami Vivekanand University

Swami Vivekanand University

Mechanical

Engineering

62%

2013 HSC Bright Career Academy State Board PCM 58% 2010 SSC JPV DAV PUBLIC SCHOOL CBSE Board Science 56% Work Experience

IDFC FIRST BANK PVT LTD (11months) - Mar22- Mar-23 Designation: Deputy Manager Retail Liabilities Location: Surat (Guj) Responsibilities

• Responsibility for visiting various corporate discuss our bank product benefits and USP of our product.

• Responsibility to make aware of our client with various benefits of product,

• Responsible In consultation with the supervisor, develop an annual work plan that particulates, clarifies and documents

• The role’s specific responsibilities, key deliverables, expected outcomes and indicators of success over a month period.

Achievements

• Create a benchmark, active in all product category.

• Create a benchmark in no of personal loan logins. RIPPLES INVESTMENT ADVISORY PVT LTD (7 months) Aug-2019-Feb-2020, Designation: Business Development Associate Department: Sale Location: Indore Responsibilities

• Responsibility for making sales to new client,

• Responsibility for making the client to have awareness of policy

• Responsible for maintenance of document and other file work, Internship

VIBGYOR ADVISORs PVT LTD (2months) May21-June-21,

Designation: Market research Associate Department: RESEARCH Analyst Location: Mumbai Responsibilities

Job Role: -

Conducted primary and secondary research for insurance, via calls and google forms.

Taking feedbacks from various clients and problems they face during covid-19.

Resume

Internship

John Bros Financial Service Pvt Ltd (2months) Dec20-Feb21, Designation: Investment Advisor/Portfolio Manager Department: ADVISORY/PORTFOLIO MANAGEMENT Location: Pune Responsibilities

• Assisting in creating local market pitches

• providing verified call of evaluated appraisals and investment to clients

• providing searched based suggestion to the client about different securities to be invested. Co-curricular activities/Certifications

Co-curricular activities

• Volunteer in Blood donation camp held at college by Rotary.

• Participated in I5 SUMMIT Workshop (Digital Marketing) by IIM Indore.

• Participated in Red brick SUMMIT Workshop Ahmedabad (Financial Modeling & fintech)

• Successfully analyzed and presented a research base Project on “HDFC Bank” Annual Report specially

“Financials”

• Completed SAP fico training under college faculty. Technical Expertise

• MS OFFICE (ADVANCED)

• Equity Research

• Tally

• SAP FICO

• Power Bi (Beginner level)

• FUNDAMENTAL ANALYSIS

• Flexibility and Adaptability

• Primary and Secondary Research

Projects Undertaken

• Prepare a equity research report as project by Hod of Finance dept in HDFC BANK STOCK.

• Prepare Financial analysis of FMCG (HUL)

Other Information

Languages - English, Hindi,

Interests- Reading, traveling, and cooking

DECLARATION:

I hereby declare that all the information mentioned above is free from error to the best of my knowledge and I bear responsibility for any deviation from them at any later stage. SATENDRA RAO



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