Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Gourab Jain

Noida

Summary

Experienced Financial Planning Executive with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Overview

9
9
years of professional experience

Work History

Senior Financial Planning Executive

Prompt Engineering Contractors
04.2021 - 11.2024

As a Senior Financial Planning Executive, my goal is to drive the company’s financial strategy by delivering data-driven insights, managing financial resources efficiently, and leading investment decisions to maximize profitability while minimizing risks. I aim to ensure long-term financial stability and growth by developing and executing comprehensive financial plans aligned with corporate objectives and market trends

Financial Planning Specialist

Prompt Engineering Contractors
01.2018 - 03.2021

As a Financial Planning Executive, I am responsible for strategically managing the company's investment portfolio, assessing market trends and determining optimal capital allocation to ensure financial growth. By working closely with senior leadership, I provide insightful recommendation on where to invest and how to manage financial resources effectively, aligning with the company's long term goals while minimizing risks and maximizing return

Engineering management trainee

Emmvee Photovoltaic Power
10.2016 - 09.2017
  • Learned a lot about the assembly line and worked with a team
  • Made more than 500 solar panel in a shift, which is 15% more than the target provided by the management
  • Collaborated with cross-functional teams to ensure process compliance with safety regulations

Intern

Steel Authority of India Ltd.
08.2015 - 08.2015
  • Researched new technologies and trends in the industry, resulting in improved processes and new ideas in Hardening process

Education

B.E. - Mechanical

Acharya Institute of Technology
06.2016

Skills

  • Leadership Skills
  • Team Management
  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office Suite
  • Interpersonal Communication Skills
  • Analytical Thinking Skills
  • Portfolio and cash flow management
  • Public Relations
  • Investment planning
  • Salesforce
  • Retirement planning

Languages

English
Hindi
Odia

Timeline

Senior Financial Planning Executive

Prompt Engineering Contractors
04.2021 - 11.2024

Financial Planning Specialist

Prompt Engineering Contractors
01.2018 - 03.2021

Engineering management trainee

Emmvee Photovoltaic Power
10.2016 - 09.2017

Intern

Steel Authority of India Ltd.
08.2015 - 08.2015

B.E. - Mechanical

Acharya Institute of Technology
Gourab Jain