Summary
Overview
Work History
Education
Skills
Certification
Software Skills
Accomplishments
Websites
Timeline
Generic

Ajinkya Rajput

Mumbai

Summary

Energetic, driven, and highly motivated professional with a strong desire to succeed. Possesses the ability to build positive working relationships and understands operational and development needs of a business. Brings great experience and professional gravitas to the table, with a keen eye for detail always looking for areas of improvement across all areas, including processes and tools.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Research Associate

Morningstar India Pvt Ltd
Mumbai
07.2025 - Current
  • Part of the Limited Partners team, where the primary day-to-day work includes accurately and efficiently collecting data and preparing valuations for various private companies.
  • Review of financial statements and investment data, present as well as historical. Calculation of Assets Under Management (AUM) and the allocations for private equity, public equity, fixed income, cash, real estate, hedge funds, and other alternative asset classes.
  • Communicating effectively and efficiently with internal stakeholders in person and via email. Excellent numerical skills, including an understanding of financial modelling, company valuation, and market/industry research.
  • Effectively trained the new team members and RSP team members in their roles, conducted their one-on-one meetings, and helped them get ramped up in the dataset.
  • Participating in various projects to improve data comprehensiveness and accuracy.
  • Streamline Company Legal Name Updates Process and Handling (DNU) Profiles & Transferring Commitments.
  • Made an Excel sheet that the team can use to calculate AUM and solve their queries without needing help from the data center.
  • Consistently ranked at the top in terms of quality and production performance, and demonstrating proficiency in all aspects.

Relationship Manager

IDBI Capital Market & Security Limited
Mumbai
01.2021 - Current
  • Responsible for helping and supporting the company to develop business relationships with clients, as well as exceeding annual income targets, and maximizing group income.
  • Sharing daily research reports with the client in order to help with trading.
  • Identifying, acquiring, developing, and maintaining customer relationships.s
  • Processing a high volume of daily phone calls and emails from customers.
  • Setting up meeting with new clients
  • Ability to explain complex information clearly and simply

Equity & Derivative Dealer

SAMCO Securities
Mumbai
12.2019 - 01.2021
  • Executing the order in Manner consistent with our best execution and risk management practices as well as our polices and procedure
  • Identify the potential trading strategies and other ideas to improve existing trading methods
  • Trading on the NSE terminal for stock as per system generated trade sheet
  • Work closely with the sales desk, operations, finance and technology to ensure accurate reporting for clients, ensure smooth processing, plus testing and implementing the system changes
  • Collating trade information for back-office process

Education

BMS -

Mumbai University
Mumbai
01.2018

HSC -

Siddharth College
Mumbai
01.2015

SSC -

Robert Money Technical High School
Mumbai
01.2013

Skills

  • Collaborative team member with strong communication abilities
  • Team-oriented and result-driven
  • Problem-solving abilities
  • Proficient in managing multiple deadlines
  • Effective research skills and excellent attention to detail
  • Eager learner

Certification

  • NISM I Currency Derivative Certified
  • NISM VIII Equity and Derivative Certified
  • NISM XV Research Analyst Certified
  • Financial Modelling
  • Data Analytics

Software Skills

  • Excel
  • Power BI
  • Tableau
  • SQL

Accomplishments

  • Received QPEP Award
  • Received 3 Spot Awards and 2 Star of the Quarter Awards
  • Also part of multiple shout-outs

Timeline

Senior Research Associate

Morningstar India Pvt Ltd
07.2025 - Current

Relationship Manager

IDBI Capital Market & Security Limited
01.2021 - Current

Equity & Derivative Dealer

SAMCO Securities
12.2019 - 01.2021

BMS -

Mumbai University

HSC -

Siddharth College

SSC -

Robert Money Technical High School

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Ajinkya Rajput