Aaryan Kapoor
Greater Noida West
Summary
Proficient Financial Analyst with a degree in commerce, equipped with strong analytical skills and interest for capital markets. Proven ability to work effectively under pressure, enhancing team collaboration to achieve organizational goals. Experienced in analytical thinking and problem-solving, with a commitment to continuous learning and adaptability. Ready to contribute positively to a forward-thinking organization.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Analyst
Fortuna Investment Advisors LLP
New Delhi
11.2024 - Current
- Leveraged analytical skills to support decision-making in company-assisted investments, which significantly improved the accuracy of our financial insights.
- Developed financial models for forecasting and budgeting, which will be used to predict market trends and allocate resources effectively.
- Managed trade allocation and trade settlement processes for PMS clients, ensuring smooth operations that maintained client satisfaction.
- Oversaw client portfolios and tracked cash inflows and outflows, which helped in optimizing fund performance and liquidity management.
- Streamlined the client onboarding process, from DEMAT registration with custodians to fund allocation in PMS, making it easier for new clients to start investing.
Executive - Strategic Partnerships
NuAge EdTech
Greater Noida West
04.2024 - 10.2025
- Developed win-win partnerships that significantly fuelled business growth, which helped drive overall company success.
- Leveraged strong communication and analytical skills to identify high-value partners, making it easier to target the right opportunities.
- Built and nurtured strategic relationships, helping to enhance collaboration and ensure mutual benefits for all parties involved.
- Closed deals effectively, contributing directly to revenue generation and expanding market reach for the company.
Associate
HDFC ERGO
Greater Noida West
11.2021 - 04.2024
- Provided comprehensive sales and marketing support, which helped build a strong pipeline of leads aligned with business plans and company objectives.
- Generated leads through strategic outreach via phone calls and emails, contributing significantly to meeting sales quotas.
- Researched and tracked potential leads, ensuring that all information was accurately maintained and updated, which streamlined our follow-up process.
- Managed renewal sales for the accident and health segment, which improved customer retention and boosted revenue.
- Assisted corporate clients in converting their corporate policies to personal policies, enhancing customer satisfaction and expanding our client base.
Education
BCOM HONS - FINANCE And ECONOMICS
SOL (DU)
07-2024
10+2 - Commerce
The Indian Heights School
06-2021
Skills
- Financial analysis and market research
- Trade settlement and cash flow tracking
- Client portfolio management and onboarding
- Resource allocation and strategic planning
- Analytical thinking and problem solving
- Microsoft Excel proficiency
Certification
- BUSINESS ANALYSIS ( AUG 2024 )
Languages
Hindi
First Language
English
Advanced (C1)
C1
Accomplishments
- IYCCE (International Youth Convention on Commerce and Economics)
Timeline
Financial Analyst
Fortuna Investment Advisors LLP
11.2024 - Current
Executive - Strategic Partnerships
NuAge EdTech
04.2024 - 10.2025
Associate
HDFC ERGO
11.2021 - 04.2024
BCOM HONS - FINANCE And ECONOMICS
SOL (DU)
10+2 - Commerce
The Indian Heights School
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