Hi, I’m
Farhan Khan
Karjat
Summary
Aspiring finance professional with a keen interest in banking and financial institutions, focused on analyst roles, bank operations, and client relationship management. Seeking opportunities to apply my skills in a dynamic environment while contributing to organizational success.
Overview
4
years of professional experience
1
Certification
Work History
Motilal Oswal Financial Services Ltd.
04.2024 - 06.2024
Job overview
- Provided advisory services and conducted client profiling to tailor financial product recommendations
- Played a key role in customer acquisition, contributing to the growth of the client base.
Finlatics
Financial Market Experience Program Live Project intern
01.2024 - 03.2024
Job overview
- Conducted EIC (Economy, Industry, and Company) research to inform investment decisions
- Developed and managed a simulated portfolio, executing trades in a live market environment.
SAA Exim Pvt LTD (CMAPS)
12.2023 - 01.2024
Job overview
- Conducted marketing research and developed financial estimation models for a company planning to expand into the Middle East
- Applied problem-solving skills to support strategic decision-making and business expansion efforts.
Eastern & North-East Frontier Railway Cooperative Bank Ltd.
Grade D, Accounting
10.2020 - 05.2023
Job overview
- Started off with an earn and learn perspective and worked through multiple departments successfully in the 2 years and 9 months and finally transitioning to the accounting department based on demonstrated competencies
- Over 2 years and 9 months, I actively contributed to enhancing processes, including improvement in petty cash management through implementation of parking system
- My initiatives were duly recognized for leadership and willingness to learn.
Education
Universal Ai University
PGDM (Finance)
University Overview
Status: Pursuing
Cardiff MET. UniversityWales, UK
MBA (Finance)
University Overview
Status: Pursuing
Calcutta University
B.com (Accountancy Hons.)
University Overview
Status: Aug 2021
Elias Meyer School and Talmud Torah
XII (ISC)
University Overview
Status: May 2018
Elias Meyer School and Talmud Torah
X (CISE)
University Overview
Status: May 2016
Skills
- Financial Analysis
- Business Planning
- Business Relationship Management
- Account Management
- Financial Modeling
- Perseverance
- Communication
- Curious
- Relationship Building
- Analytical and Critical Thinking
- Interpersonal Communication
- Remote Office Availability
Certification
- Financial Modeling and Valuation Analyst (FMVA) Corporate Finance Institute (CFI)
- National Institute of Securities Market (NISM) V-A Mutual Fund Distributor
- Introduction to Banking and Financial Markets-Swayam (IIM Bangalore)
- Corporate Finance Institute: Excel Visual Basics for Applications (VBA)
Summerinternship
Motilal Oswal Financial Services Ltd., 04/2024, 06/2024, Provided advisory services and conducted client profiling to tailor financial product recommendations., Played a key role in customer acquisition, contributing to the growth of the client base.
Projectsandinternship
- SAA Exim Pvt LTD (CMAPS), 12/2023, 01/2024, Conducted marketing research and developed financial estimation models for a company planning to expand into the Middle East., Applied problem-solving skills to support strategic decision-making and business expansion efforts.
- Finlatics, 01/2024, 03/2024, Conducted EIC (Economy, Industry, and Company) research to inform investment decisions., Developed and managed a simulated portfolio, executing trades in a live market environment.
Awards
- Semi-Finalist in National Financial Literacy Quiz 2024 conducted by NISM and SEBI
- Runner up in the West region
- Lead a group of 10 members and secured 3rd best portfolio in the 1 month intra college Thomson Reuters portfolio management competition 2023
Extracurricular Activities
Member of Universal Innovation club at post-graduate university, Organized and led events, including Thinkathon (a quiz competition with 200+ participants) and Speaker of the Year. SMART Project by Light of Life Trust (LOLT), Engaged in a 10-day initiative aligned with SDG 1 (No Poverty) and SDG 2 (Zero Hunger) to assess livelihood challenges in rural villages. Collected data on issues such as water access, food security, employment, electricity, healthcare, and education, contributing to solutions provided by the Trust
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Urdu
Intermediate (B1)
Bengali
Intermediate (B1)
Timeline
Motilal Oswal Financial Services Ltd.
04.2024 - 06.2024
Financial Market Experience Program Live Project intern
Finlatics
01.2024 - 03.2024
SAA Exim Pvt LTD (CMAPS)
12.2023 - 01.2024
Grade D, Accounting
Eastern & North-East Frontier Railway Cooperative Bank Ltd.
10.2020 - 05.2023
Cardiff MET. University
MBA (Finance)
Calcutta University
B.com (Accountancy Hons.)
Elias Meyer School and Talmud Torah
XII (ISC)
Elias Meyer School and Talmud Torah
X (CISE)
Universal Ai University
PGDM (Finance)
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