Aditya Kumar
Summary
Experienced in conducting research and developing proactive investment strategies. Well-versed in market conditions and client preferences. Proficient in assessing risks, completing valuations and managing exposures with a flexible and thorough approach.
Overview
1
1
Certification
Work History
Mutual Fund Distributor
- Developed and managed relationships with existing customers to ensure customer satisfaction.
Health Insurance Agent
Manipal Cigna
- Advised clients on health insurance options, including coverage and cost comparisons.
- Assisted customers with enrollment in health insurance plans and managed administrative paperwork.
Back Office Handler
Money Orient Office
Thane
- Franchise - Aditya Birla Capital, Handled client calls, opened demat accounts, managed P&L, updated reports, and tracked stock rates.
Education
MBA - Financial Planning And Services
Woxsen University
Hyderabad, India07-2026
Bachelors in Management Studies (Finance) -
BK Birla Night College
05.2024
Class XII (CBSE) -
Kendriya Vidyalaya, Ambernath
05.2021
Class X (CBSE) -
Kendriya Vidyalaya, Ambernath
05.2019
Skills
- 4 years of experience in the stock market
- Expertise in managing Mutual Funds and Insurance products
- Stock Trading
- Client Services
- Customer Service
- Content Production
- Policy Renewals
- Client Relations
- Policy Knowledge
Certification
- Principles of Economics (Microeconomics), Rice University
- Design-Led Strategy, The University of Sydney
- Introduction to Artificial Intelligence (AI), IBM
- Introduction to Corporate Finance, University of Pennsylvania
- Understanding Financial Markets, University of Geneva
- NISM Certifications, Mutual Fund Distributor
Affiliations
- Woxsen Football League - Content Handler (Field Fighters)
- Managed content creation, shooting, editing, and Instagram updates for the team.
Timeline
Mutual Fund Distributor
Health Insurance Agent
Manipal Cigna
Back Office Handler
Money Orient Office
MBA - Financial Planning And Services
Woxsen University
Bachelors in Management Studies (Finance) -
BK Birla Night College
Class XII (CBSE) -
Kendriya Vidyalaya, Ambernath
Class X (CBSE) -
Kendriya Vidyalaya, Ambernath