Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Akshay Goel

Assistant Manager
New Delhi

Summary

The Initial qualification and work experience in technical field laid a strong foundation for my IT Skills. However, the keen interest and passion in financial markets drove me to inculcate requisite knowledge. Overall such diverse knowledge & work experience has helped me to evolve as a professional & create a competence to excel in technical analysis, with the right opportunity.

Overview

2025
2025
years of professional experience
9
9
Certifications

Work History

Sales Manager

Invest 4 Edu
12.2023 - Current

Working as a financial planner.

Advising people to plan their investments to meet life critical & crucial milestones like child education, retirement planning, children marriage etc.

We use a diverse offerings like Mutual Funds, Insurance, Structured Offerings, Portfolio Management Services, Alternate Investment Funds etc.

Assistant Manager

IIFL Securities Ltd.
2 2021 - 11.2023

Analyzing Technical Charts to look for suitable Short Term Positional and Medium Term opportunities and advising same to my clients.

Analyzing different investment opportunities available in market like Mutual Funds, PMS, AIF, Insurance, Fixed Income Opportunities etc and recommending best option to clients based on their requirement.

Senior Support Engineer

Convergys India Pvt. Ltd.
12.2016 - 01.2017

Promoted to post of Senior Support Engineer. Engaged in providing Technical Assistance and support to team members. Also maintaining team performance report and preparing team performance reports for review by seniors and client. Got exposed to working on MS Office Excel.

Support Engineer

Convergys India Pvt. Ltd.
06.2016 - 12.2016

Providing technical assistance to team members, handling inbound escalations. Also doing outbound calls for follow up cases if required.

Technical Support Associate

Convergys India Pvt Ltd
08.2015 - 06.2016

Working in a US based inbound process for Dell Computers, USA. Providing technical support for laptops, personal computers.

Process Associate

Genpact
12.2014 - 06.2015

Working in a domestic inbound process for Samsung Electronics India. Providing technical support for Android Devices, Home Appliances & AV Equipment's.

IT Support Engineer

Country Designs
08.2012 - 11.2014

Looking after company's hardware and system maintenance. Installation of Windows, setting up WAN, installation of 3rd party applications used by the company. Also worked on Export EMS software used for export documentation. Exposed to working on Tally for accounting and inventory data.

Education

B.E (Bachelor's of Engineering) - Mechanical Engineering

B.V Bhoomaraddi College of Engineering And Technol
Hubli, Karnataka, India
07.2008 - 2012.06

Skills

Technical Analysis

Microsoft Office

Marketing

Financial Management

Certification

NSE Academy's Certified Capital Market's Professional

Timeline

Sales Manager

Invest 4 Edu
12.2023 - Current

Senior Support Engineer

Convergys India Pvt. Ltd.
12.2016 - 01.2017

Support Engineer

Convergys India Pvt. Ltd.
06.2016 - 12.2016

Technical Support Associate

Convergys India Pvt Ltd
08.2015 - 06.2016

Process Associate

Genpact
12.2014 - 06.2015

IT Support Engineer

Country Designs
08.2012 - 11.2014

B.E (Bachelor's of Engineering) - Mechanical Engineering

B.V Bhoomaraddi College of Engineering And Technol
07.2008 - 2012.06

Assistant Manager

IIFL Securities Ltd.
2 2021 - 11.2023
Akshay GoelAssistant Manager