Summary
Overview
Work History
Education
Skills
Language
Timeline
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Arya Mukherjee

Kolkata

Summary

Analytical professional with experience in equity advisory, data analysis, and business development within the financial services sector. Proficient in market analysis, Excel-based reporting, and risk management, with expertise in strategic analysis, performance tracking, and process optimization to support data-driven decision-making.

Overview

3
3
years of professional experience

Work History

Equity Advisor & BD Manager Franchisee Biz.

Motilal Oswal Financial Services Ltd
12.2024 - Current
  • Acted as a client-facing representative for franchise partners, addressing equity and derivatives investment needs.
  • Delivered market insights and Excel-based portfolio reports to support informed decisions.
  • Prepared Excel-driven research summaries and trading reports for clients.
  • Supported franchise growth through business development and performance tracking.
  • Delivered training and onboarding sessions for new franchise partners to strengthen product understanding and trading efficiency.
  • Ensured regulatory compliance in franchise operations by adhering to SEBI and company standards during client interactions and trade facilitation.
  • Tracked and analyzed business performance metrics—revenue growth, client activation, and AUM targets—to identify improvement areas.

Derivatives Trader

Adroit Financial Services Pvt Ltd
09.2022 - 12.2024
  • Executed trades for equity derivatives and futures, considering market conditions, price, liquidity and timing.
  • Prepared and maintained detailed Excel reports for daily trades, positions, and risk exposures.
  • Compiled and analyzed trading data using Excel dashboards for reporting and compliance.
  • Conducted research on market data and created Excel sheets to track derivatives opportunities.
  • Assisted in monitoring portfolios and generating risk/compliance reports for management.

Education

Bachelor of Commerce (Honors) - Accountancy

Prafulla Chandra College

Class 12 Board Examination - undefined

Techno India Group Academia

Class 10 Board Examination - undefined

Vidya Niketan Bansdroni

Skills

  • Technical Skills: Proficient in MS Excel, data analysis
  • Financial Reporting & MIS: Skilled in preparing and interpreting performance reports, revenue summaries, and operational dashboards for management review
  • Data Interpretation & Reporting: Capable of analyzing financial data, identifying key performance insights, and presenting findings through clear, data-driven reports
  • Market Analysis: Ability to analyze market conditions, trends, and news that impact derivatives pricing
  • Soft Skills: Strong analytical abilities, good communication skills, attention to detail, problem-solving
  • Client Relationship Management: Experienced in building and maintaining long-term relationships with franchise partners and investors to drive retention and satisfaction
  • Teamwork & Collaboration: Skilled in facilitating open communication, actively listening to team members, and incorporating diverse perspectives to achieve consensus
  • Risk Management: Ability to implement risk management practices, including setting stop-loss levels, hedging and portfolio diversification

Language

English
Bengali
Hindi

Timeline

Equity Advisor & BD Manager Franchisee Biz.

Motilal Oswal Financial Services Ltd
12.2024 - Current

Derivatives Trader

Adroit Financial Services Pvt Ltd
09.2022 - 12.2024

Class 12 Board Examination - undefined

Techno India Group Academia

Class 10 Board Examination - undefined

Vidya Niketan Bansdroni

Bachelor of Commerce (Honors) - Accountancy

Prafulla Chandra College

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Arya Mukherjee