Hasan Merchant
Summary
Dynamic and self-taught Stock Market enthusiast with NISM Series 8 (Equity Derivatives) and NISM Series 15 (Research Analyst) certifications. With one year of personal investing and trading experience, I bring a pragmatic approach to financial markets. Passionate about leveraging free education and online courses to continuously enhance my knowledge and skills. Adept at trend analysis, strategic decision-making, and portfolio management. Eager to contribute to a forward-thinking finance team and drive exceptional investment performance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Wealth Management
CAGR Funds
01.2025 - Current
- Assisted in client onboarding, ensuring seamless account setup and documentation compliance.
- Conducted research and analysis on mutual funds, equities, and other investment products.
- Prepared and maintained MIS reports, tracking investment performance and financial data.
- Analyzed various investment products, including mutual funds, ETFs, and insurance plans.
Customer Support Executive
Traya
01.2023 - 03.2023
- Manage and maintain customer accounts, ensuring accurate record-keeping and timely processing of account information and adjustments
- Proactively engage with customers to understand their requirements and preferences, offering tailored product recommendations and services to meet their needs effectively
Credit Risk Intern
Eduvanz
01.2022 - 04.2022
- Analyzed financial documents and conducted risk assessments to evaluate creditworthiness, ensuring sound lending decisions
- Collaborated with cross-functional teams to streamline loan underwriting processes, contributing to efficient credit risk management and mitigation strategies
Education
Bachelors in Commerce -
Shrimati Mithibai Motiram Kundnani College of Commerce & Economics
06-2024
High School Diploma -
R.N Podar School
Mumbai, India05-2019
IGCSE
Billabong High International School
Mumbai, India11-2016
Skills
- Technical Analysis
- Fundamental Analysis
- Financial Modelling
- Microsoft Excel
- Artificial Intelligence
- Derivatives
- Trend Analysis
- Strong interpersonal skills
- Attention to Detail
- Game Theory
Certification
- NISM Series VIII - Equity Derivatives
- NISM XV - Research Analyst
- Coursera - Game Theory
Timeline
Wealth Management
CAGR Funds
01.2025 - Current
Customer Support Executive
Traya
01.2023 - 03.2023
Credit Risk Intern
Eduvanz
01.2022 - 04.2022
Bachelors in Commerce -
Shrimati Mithibai Motiram Kundnani College of Commerce & Economics
High School Diploma -
R.N Podar School
IGCSE
Billabong High International School
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