resume_sahil arora
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SAHIL ARORA Ph.: +91-9711757368 Email: [email protected]
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Objective Seeking a challenging position in an organisation where I can utilize my knowledge of finance and analytical skills to add value to the organisation while constantly upgrading my capabilities.
Work experience& Internship
Karvy Investment Advisory Services Ltd Investment Advisor (March 2015 – Present)
Key Responsibilities
Preparing Financial Plans for the individuals and then getting them implemented.
Preparing investment proposals and suggesting investments to the clients based on their investment objectives and risk profile.
Reviewing the existing portfolios of the clients and restructuring them according to the suitable asset allocation.
Analyzing all financial products such as Direct Equities, Mutual Funds, Insurance, PMS, structured products, high yield debt, RE/PE Funds, etc.
Understanding all the new products that get launched and then facilitate training for the same.
Go for joint meetings with the wealth managers.
Provide expertise to clients and Wealth Advisors in order to maximize gains to the clients.
Kotak Securities Ltd Key Accounts Manager (Dec 2012 – May 2013)
Key Responsibilities
Assisting in new client acquisition, building new relationships and increasing depth in existing relationships from base of bank customers.
Maintaining synergetic relationship with the bank staff, by supporting their efforts to enhance business.
Selling Equity based investments products to the clients acquired.
Working in close co-ordination with the bank team to ensure all clients acquired from the assigned area, trade actively.
Pacific Development Corporation Ltd, Ghaziabad.
Management Trainee (March, 2014 to June, 2014)
Role
To find and analyse investment avenues where the company could park its spare funds.
Key Deliverables
Understanding the Financial Markets and its instruments
Understanding the objective of investment for the company and then analyzing various investment avenues which were fulfilling the required objective through risk – return measures, liquidity analysis, etc.
Selection of investment product that the company could invest in.
Education Background
Degree Year School/College Percentage or CGPA
PGDM (FT) 2013-2015 Institute of Management Technology, Hyderabad 8.3/10 CGPA
B.B.E (DU) 2009-12 College of Vocational Studies, Delhi 57.1 %
XII (CBSE) 2008-09 Delhi Public School, Bulandshahar 89.4 %
X (CBSE) 2006-07 Welham Boys School, Dehradun 85.4 %
SAHIL ARORA Ph.: +91-9711757368 Email: [email protected]
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Professional Qualification Certified Financial Planner (Qualified)
Cleared NISM Module X A for Investment Advisor.
Cleared NISM Module VA for Mutual Fund Distribution.
Projects Stock Market Seasonality in an Emerging Market
The primary objective of the project was to find out the existence of seasonality component in an emerging market. Average Daily Prices of NIFTY for the last five years were taken to analyze the returns and the pattern they are forming, through regression analysis. Thus depicting the existence of seasonality component in the Indian Market.
Wealth Management of an Individual
The project focused on preparing a financial plan of an individual and helping him achieve his financial goals. A case study was given wherein all the financial details and goals of the individual was given. The project helped me understand the importance of financial planning in one’s life and how it helps to achieve one’s financial goals. The project also on Insurance Planning and Retirement Planning of the individual.
Associations
Invited as a GUEST LECTURER by International College of Financial Planning for a session on Financial Planning.
Coordinated with various schools in Delhi NCR & Organised training sessions for school students on FINANCIAL
LITERACY.
Member of the organising committee for Periodos’15 (Annual Sports Fest) at IMT HYDERABAD.
Headed the organising committee of Ace Connect’14 (a Corporate Connect program) at IMT HYDERABAD.
Member of the organising committee for Periodos’14 IMT HYDERABAD.
Headed the organising committee of Ace Connect’13 at IMT HYDERABAD.
Extra-Curricular
Represented Karvy Private Wealth in a cricket tournament organised by Franklin Templeton India.
Runners up in kwizzup (A Finance quiz) held at IMT HYDEARABAD.
Captain of cricket team in an intra-college sports event at IMT HYDERABAD.
Captain of basketball team in an intra-college sports event at IMT HYDERABAD.
Member of the college Basketball team of IMT HYDERABAD.
Member of the college Cricket team of IMT HYDERABAD.
Participated in Economics Showcase event displaying ‘Consumption Vanity Disorder’ with good reviews from the visitors.
Personal Details
Address for correspondence
A-26, Panchwati Colony, Junction Road, Khurja. 203131.
Date of Birth 16th October, 1990