PLAYING CRICKET
Alok Kumar Pandey
Portfolio manager
Magarpatta, Pune
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
6
6
Certifications
2
2
Languages
Work History
Portfolio Manager - SME
CSB Bank Ltd.
01.2023 - Current
- Responsible for Portfolio management, renewal and monitoring of the same
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
- Increased client satisfaction by providing tailored financial advice and timely market updates.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
Business Analyst- Intern
CoachX.Live
03.2024 - 06.2024
- Created visual representations of data findings using various chart types for presentations to stakeholders.
- Gathered and documented requirements for projects.
- Collaborated with cross-functional teams to gather, analyze, and document business requirements.
- Identified errors and performed root cause analysis to determine core issues.
Research Intern
The Leading Solutions
02.2022 - 05.2022
- Made reports on project title- A study on perception of investors investing in life insurance
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
PGPM (Finance+Marketing) -
ICFAI Business School
B.Com - undefined
Renaissance University
12th - undefined
Delhi Public School
10th - undefined
Delhi Public School
Skills
Teamwork and Collaboration
Certification
Business Analytics Certification Program from CoachX.Live
Languageproficiency
- Hindi
- English
Accomplishments
- CXO club member from last one year in CSB Bank Ltd.
- Ranked among the top 5 performers across India in the vertical West division for exceptional portfolio management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Interests
TRAVELING
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Business Analyst- Intern
CoachX.Live
03.2024 - 06.2024
Portfolio Manager - SME
CSB Bank Ltd.
01.2023 - Current
Research Intern
The Leading Solutions
02.2022 - 05.2022
PGPM (Finance+Marketing) -
ICFAI Business School
B.Com - undefined
Renaissance University
12th - undefined
Delhi Public School
10th - undefined
Delhi Public School
Disclaimer
I hereby declare that the above mentioned information is correct up to my knowledge and I bear the responsibility for correctness of the same.
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