Chandra Mohan Rai
Delhi
Summary
MBA (Finance & Marketing) professional with vast experience; proved in the curriculum and professional career. Always been very passionate in Client acquisition, resulted into 4 HNI client acquisition & many more lined up. Effective communicator with excellent analytical, relationship building & interpersonal skills. Proficient in Excel, PowerPoint, Detail-oriented problem solver with a passion for generating meaningful reports. Seeking opportunities to apply my skills in Financial Sector and drive organizational success while fostering professional growth.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Account Manager
Anand Rathi Shares and Stock Brokers Limited
Delhi
02.2024 - Current
- Building Financial Plan based on client inputs and requirements
- Construct a portfolio considering various financial aspects
- Calculating & reporting the performance of client's portfolio on regular intervals and highlighting asset allocation and IRR
- Making presentation/reports and analyzing Mutual Funds, Direct Equity and various other products
- Tracking Debt & Equity market and rebalance the portfolio accordingly
- Working on Mutual Fund research & reporting the performance
- Helping RM to increase AUM through working on different asset class of clients and scheduling fresh meetings through cold calling and references
- Every month Portfolio reporting to clients on time in the well elaborated format
- Self initiative toward client servicing
- Error free execution of transactions and on-boarding clients
- Helped RM to achieve objective
- Prepared & forwarded recommendation notes with ratio analyses on the financial viability of clients' investments businesses / operations to senior management
Management Intern
Anand Rathi Shares and Stock Brokers Limited
05.2023 - 07.2023
- Assisted in the analysis of investment portfolios by evaluating asset allocations, risk profiles, and performance metrics. Contributed to the creation of comprehensive reports for senior analysts and clients, helping optimize investment strategies.
- Conducted in-depth research on market trends and economic indicators to support investment decisions. Analyzed industry-specific data, competitor performance, and market sentiment to forecast potential impacts on client portfolios.
- Supported the risk management team by assessing market volatility, geopolitical events, and other risk factors that could impact investment outcomes. Assisted in identifying risk mitigation strategies and presenting findings to senior management.
- Conducted outreach to potential clients through cold calls to gather information, set appointments, and promote services. Engaged with prospects to assess their needs and introduce them to tailored investment solutions, improving lead generation.
Education
MBA - Finance
JK Business School
Bachelor of Arts - Economics
Lucknow University
Skills
- Asset allocation
- Client relationship
- Critical Thinking
- Problem Solving
- Adaptability
- Communication
- Microsoft Office (Excel & PowerPoint)
- Performance tracking
- Data Visualization
Certification
- Fundamentals of Corporate Finance
- Programming Through C
Projects
Financial Statement Analysis, Maruti suzuki.
Activity-Based Costing, Tiranga Enterprises
- Conducted an in-depth analysis of activity pools and cost drivers.
- Distinguished between direct and indirect costs.
- Calculated variances between actual and standard costs.
Languages
English
Upper Intermediate (B2)
B2
Timeline
Account Manager
Anand Rathi Shares and Stock Brokers Limited
02.2024 - Current
Management Intern
Anand Rathi Shares and Stock Brokers Limited
05.2023 - 07.2023
- Fundamentals of Corporate Finance
- Programming Through C
MBA - Finance
JK Business School
Bachelor of Arts - Economics
Lucknow University
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