Aditya Gupta
Kolkata
Summary
Motivated and results-driven professional seeking an opportunity to apply strong problem-solving, communication, and leadership skills to contribute to the success of a dynamic organization. Eager to grow within a collaborative environment, leveraging my expertise and passion for continuous learning to achieve both personal and organizational goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Equity Advisor
Motilal Oswal Financial Services Limited
Kolkata
07.2024 - Current
- Developed strategies to maximize returns on equity investments while mitigating risk.
- Conducted due diligence on potential investments in order to assess their suitability for clients' portfolios.
- Monitored the performance of existing equity investments and recommended changes as needed.
- Advised clients on tax-efficient investing strategies to minimize capital gains taxes.
- Participated in client meetings to discuss current investments and provide educational materials about different types of equity products available.
- Attended conferences and seminars related to the equity markets to remain informed of sector news and trends.
Equity Advisor Intern
Motilal Oswal Financial Services Limited
Kolkata
03.2023 - 08.2023
- Assisted customers in selecting appropriate products to meet their needs and preferences.
- Maintained current knowledge of the company's products, services, promotions, and pricing.
- Worked with other team members to ensure customer satisfaction.
- Developed relationships with customers through follow-up calls or emails after sales were completed.
Barista
Cafe Coffee Day
Kolkata
01.2023 - 03.2023
- Operated cash registers to process customer payments.
- Stocked shelves with ingredients needed to make coffee drinks.
- Described menu items to customers and suggested appealing products.
- Utilized POS system to receive and process customer payments.
Education
Bachelor in Commerce - Accounting
T.H.K Jain College
Cossipore, Kolkata08-2022
High School Diploma -
St.Xavier's Institution
Sodepur, Kolkata02-2019
Skills
- Asset allocation
- Wealth management
- Quantitative analysis
- Portfolio management
- Economic forecasting
- Insurance products
- Sales follow-up
- Advising on investments
- Time management
- Market forecasting
- Risk assessment
- Sales and marketing
Certification
- NISM Series 8 Certification
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Bengali
Elementary (A2)
A2
Hobbies
- Spending time in nature
- Reading books
- Riding bike
- Analyzing financial markets
Timeline
Equity Advisor
Motilal Oswal Financial Services Limited
07.2024 - Current
Equity Advisor Intern
Motilal Oswal Financial Services Limited
03.2023 - 08.2023
Barista
Cafe Coffee Day
01.2023 - 03.2023
- NISM Series 8 Certification
Bachelor in Commerce - Accounting
T.H.K Jain College
High School Diploma -
St.Xavier's Institution
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