Chetan Agarwal
Pune
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Ambitious, career-focused job seeker, anxious to obtain an entry-level Financial Analyst position to help launch career while achieving company goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Assistant Manager
Narnolia Investment Advisors Pvt. Ltd.
08.2023 - Current
- Conducted product demonstrations to educate potential buyers effectively.
- Recruited, hired and trained new hires to optimize profitability.
- Recognized security risks to properly handle situations.
- Implemented marketing strategies to attract target audience attendance.
Relationship Manager
Laksh Investment & Financial Solutions
07.2021 - 08.2022
- Supported sales team members to drive growth and development.
- Analyzed stock market trends and identified potential trading opportunities.
- Monitored stock market trends and adjusted portfolio allocations accordingly.
- Monitored the stock market and identified profitable financial options trading opportunities.
- Monitored changes in the stock market to identify new opportunities for investments.
Education
Chartered Financial Analyst Level 1 - Finance
CFA Institute
CFA Institute US11-2024
Post Graduate Diploma in Management - International Finance
ASM's Institute of Business Management & Research
Pimpri-Chindwad, Pune06-2024
Bachelor of Commerce - Business Statistics
Modern College of Arts, Science & Commerce
Shivajinagar, Pune11-2022
Skills
- Portfolio Management
- Derivatives
- Equity Research
- Risk & Compliance
- Investment Banking
- Mutual Fund (Fund Management)
- Financial Modelling
- Investment Analysis
Certification
- Microsoft Office (Advance Excel, Presentation, Word).
- Equity Research & Valuation
- Financial Modelling
- Equity Derivatives
- Commodity Derivatives
- Mutual Fund Distributor
Examination
- 2024, CFA Institute, CFA INSTITUTE, Pursuing
- 2024, ASM's Institute Of Business Management & Research, AICTE, Results Awaited
- 2022, P.E.S's Modern College of Arts, Science & Commerce, SPPU, 58.88
- 2016, S.S.P.M.S HSC, HSC, 51.23
- 2014, Vidya Bhavan School & Jr. College, SSC, 52.8
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Intermediate (B1)
B1
Timeline
Assistant Manager
Narnolia Investment Advisors Pvt. Ltd.
08.2023 - Current
Relationship Manager
Laksh Investment & Financial Solutions
07.2021 - 08.2022
Chartered Financial Analyst Level 1 - Finance
CFA Institute
Post Graduate Diploma in Management - International Finance
ASM's Institute of Business Management & Research
Bachelor of Commerce - Business Statistics
Modern College of Arts, Science & Commerce
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