Mayank Agarwal - Resume

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Management graduate with finance specialization and sound understanding of financial concepts & techniques and financial statement analysis. Well versed with the concepts of financial instruments and financial management. Looking forward to work for an organization that will tap my skills in the area of financial research and analysis, which will help me to grow and develop as a professional. Post Graduate Program in Management 2014 Specialization: Finance International School of Management Excellence, Bengaluru Bachelor of Technology (EEE) 2011 Uttar Pradesh Technical University Lucknow (UP) Hexagon Capital Advisors Pvt. Ltd. Associate Advisory 16 th June’14 – Till date Job Responsibility Managing and monitoring client portfolios of stocks, mutual funds and bonds in line with the risk class of client and market conditions. Coordinating with clients for their investments. Relationship management with clients and ensuring documentation of investments, review meetings and comprehensive financial advice. Mayank Agarwal E mail ID: [email protected] [email protected] Mobile No: +91 88920 25383, +91 90667 91136 SUMMARY EDUCATION Work Experience

Transcript of Mayank Agarwal - Resume

Page 1: Mayank Agarwal - Resume

Management graduate with finance specialization and sound understanding of financial

concepts & techniques and financial statement analysis. Well versed with the concepts of

financial instruments and financial management. Looking forward to work for an

organization that will tap my skills in the area of financial research and analysis, which will

help me to grow and develop as a professional.

Post Graduate Program in Management 2014 Specialization: Finance International School of Management Excellence, Bengaluru Bachelor of Technology (EEE) 2011 Uttar Pradesh Technical University Lucknow (UP) Hexagon Capital Advisors Pvt. Ltd. Associate Advisory 16th June’14 – Till date Job Responsibility

Managing and monitoring client portfolios of stocks, mutual funds and bonds in line with the risk class of client and market conditions.

Coordinating with clients for their investments.

Relationship management with clients and ensuring documentation of investments, review meetings and comprehensive financial advice.

Mayank Agarwal

E mail ID: [email protected]

[email protected]

Mobile No: +91 88920 25383, +91 90667 91136

SUMMARY

EDUCATION

Work Experience

Page 2: Mayank Agarwal - Resume

Financial Modelling with Excel

Six Sigma Green Belt Certification Program

Equity Valuation from Finitiatives Learning India Pvt. Ltd. (pursuing)

NISM Series V-A: Mutual Funds Distributors Certification Examination Equity Research (Advanced) Module

Technical Skills Comfortable with EXCEL and Minitab. Familiar with

programming languages as C and C++.

Leadership skills Lead various teams on academics during undergraduate and

post graduate program.

Team player Adjusts quickly with team members and worked with different

teams.

Motivation Self-motivated and also good at motivating others to.

Imaginative Have a creative bent of mind which helps in bringing an

imaginative solutions to problems.

Confidence Confident approach in dealing with day to day

responsibilities and challenges.

Taught at the TIME Coaching Center, Ghaziabad. White Belt in Jeet Kune Do. Best Teacher Award from the e-tutors Academy. Was second during the Mad Ad Competition in ISME.

Active participation in organizing various activities in the college during undergraduate

and PGPM. Served as a commentator during cricket competition in college. As a secretary of Literary Club ISME wrote for the college blog. Enjoy travelling. Fitness enthusiast.

TRAININGS

SKILLS AND STRENGTHS

ACHIEVEMENTS

EXTRA CURRICULAR ACTIVITIES

Certificates

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Date of Birth : 24th December, 1986 Nationality : Indian Marital Status : Single Languages Known : English & Hindi

Permanent Address Mayank Agarwal S/o Mr. Ajay Kumar Agarwal 1/754, Vikas Nagar, Near Sec-3, R.L.B School, Lucknow- 226022 (UP) Contact: +91 94154 08246, +91 94534 76945

Present Address: #14, 33rd Main, 2nd Cross, Dollars Scheme, BTM 1st Stage Bengaluru - 560029

Can be provided on request

PERSONAL DETAILS

REFERENCES