Attendra Gurjar
Novel Valley B-23, Greater Noida West
Summary
Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Portfolio Manager
INDIANA FUNDS PVT LTD.
04.2021 - 05.2023
- Developed rebalancing strategies to minimize risk exposures.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Recommended investment strategies to meet client financial objectives.
- Adjusted portfolio exposures to compensate for market conditions.
Fitness Trainer
STAR GYM
02.2019 - 12.2019
- Determining clients’ exercise needs
- Assigning fitness activities and revising when needed
- Instructing and motivating clients
Education
Bachelor of Business Administration -
Maharishi University
Noida01.2023
Skills
- Proactive and Focused
- Portfolio Review
- Presentation Skills
- Customer Portfolio Management
- Positive Communication Skills
- MS Office
- MS Office Applications
- Computer Skills
Certification
-NISM EQUITY AND DERIVATIVES
-CERTIFICATION IN FOOD AND NUTRITION , IGNOU
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
HOBBIES
I love to Ride Bikes because it gave me satisfaction and freedom to explore the world .
Timeline
Assistant Portfolio Manager
INDIANA FUNDS PVT LTD.
04.2021 - 05.2023
Fitness Trainer
STAR GYM
02.2019 - 12.2019
Bachelor of Business Administration -
Maharishi University
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