Anshu Sharma
Hoshiarpur
Summary
Detail-oriented commerce graduate with practical experience in accounting, financial analysis, auditing, and capital markets. Proficient in financial reporting, tax compliance, and investment research. Completed internships in equity and forex markets, gaining expertise in technical analysis, trading strategies, and risk management. NISM-certified in Mutual Fund Distribution with a strong understanding of SEBI regulations, investor profiling, and financial planning. Adept at using Excel, Tally, and charting platforms like TradingView for data-driven decision-making. I have completed my Master of Commerce and seeking to contribute analytical and client-centric skills in a dynamic financial services environment.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Multi Relationship Manager
ICICI Prudential Mutual Fund
Hoshiarpur
07.2025 - Current
- Educated clients on investment options and fund performance details.
- Collaborated with team members to ensure compliance with industry regulations.
- Researched market trends to provide informed recommendations to clients.
- Created detailed reports on market trends and economic conditions that affect mutual fund investments.
- Researched and analyzed various funds, stocks, bonds, and other investment products.
- Monitored the performance of existing investments and recommended changes as needed.
- Educated customers on product features and benefits.
- Collaborated with team members to resolve complex client issues.
- Conducted risk assessments to ensure compliance with banking regulations.
Finance Internship
Bears & Bulls Advisory
Bangalore
02.2025 - 03.2025
- Researched and analyzed global financial markets, focusing on equity, forex, and commodity trading.
- Monitored macroeconomic trends, geopolitical events, and economic indicators to assess market impact.
- Assisted in creating risk management strategies, including stop-loss and take-profit mechanisms.
- Collaborated with senior traders to understand international trading strategies and market behavior.
- Gained knowledge of technical indicators (RSI, MACD, Moving Averages, Bollinger Bands), chart reading, and trend analysis using platforms.
Account Intern - Internship
CA Shiv & Co.
Hoshiarpur
10.2021 - 11.2023
- Assisted in the preparation of financial statements, including profit and loss accounts and balance sheets for businesses.
- Conducted internal audits to identify financial discrepancies and provided detailed reports for corrective actions.
- Supported tax planning and filing, ensuring compliance with GST, Income Tax, and other statutory regulations.
- Maintained accurate statutory compliance documentation and assisted in legal financial reporting.
- Gained hands-on experience with various accounting software and tools for bookkeeping and financial analysis.
Education
Master of Commerce -
Indira Gandhi National Open University
New Delhi, India12.2024
Bachelor Of Commerce -
Punjab University
Chandigarh, India08.2021
Senior Secondary Education -
Mount Carmel Sen Sec School (ISC)
Hoshiarpur, Punjab04.2018
High School Education -
Mount Carmel Sen Sec School (ICSE)
Hoshiarpur, Punjab04.2016
Skills
- Mutual Fund Distribution & Advisory
- Financial Reporting & Compliance
- Technical & Market Analysis
- Investment Planning & Risk Management
- Market research
- Regulatory knowledge
- Effective communication
- Strategic thinking
- Customer service
- Portfolio growth
Certification
- NISM -Series- V-A: Mutual Fund Distribution Certification, 06/01/25
- Advanced Excel Certificate - Internshala Trainings, 05/01/25
- Tally - Internshala Trainings, 04/01/25
- SEBI Investor Certification Examination NISM, 02/01/25
- JP Morgan Chase- Investment Banking Job Simulation, 01/01/25
- EY - Audit Job Simulation - Forage, 01/01/25
Personal Information
Date of Birth: 07/30/00
Timeline
Multi Relationship Manager
ICICI Prudential Mutual Fund
07.2025 - Current
Finance Internship
Bears & Bulls Advisory
02.2025 - 03.2025
Account Intern - Internship
CA Shiv & Co.
10.2021 - 11.2023
Master of Commerce -
Indira Gandhi National Open University
Bachelor Of Commerce -
Punjab University
Senior Secondary Education -
Mount Carmel Sen Sec School (ISC)
High School Education -
Mount Carmel Sen Sec School (ICSE)