Summary
Overview
Work History
Education
Skills
Projects
Languages
Websites
Certification
Positions Of Responsibility
Timeline
Generic
Kanak Paliwal

Kanak Paliwal

Indore

Summary

Insightful, Diligent, and, Detail-Oriented individual with an excellent ability to interpret, analyze and present findings.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Relationship Manager

Axis Bank
Indore
08.2024 - Current
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Coordinated approval or rejection of lines of credit or commercial,personal loans.

Finance Summer Intern

ASCO Capital
04.2023 - 06.2023
  • Preparation of a comprehensive project report for MSME loan sanctioning purposes by leveraging both strategic and financial analysis
  • Conducted working capital requirement analysis, ratio analysis, cost-benefit analysis, ensured compliance with regulatory standards and assisted in the corporate advisory initiatives for new projects

Live Project in Financial Markets

Finlatics
09.2022 - 12.2022
  • Portfolio Management- Actively following the companies listed on BSE 500
  • Conducting Fundamental and Technical Analysis, Creating, Managing & Maintaining a real-time simulated portfolio
  • Equity Research- Conducting in-depth research and analysis of two sectors of the Indian economy

Ivy League Ventures
  • Company Overview: Angel Investment Network by ASCO Capital
  • Startup deal assessment for investment decision-making by conducting market & industry research, financial analysis, valuation analysis, and business risk analysis
  • Analyzed term sheets for compliance and deal-closure purposes, coordinated deep-dive sessions, collaborated and negotiated with various startup founders and stakeholders, drafted lists of pre-requisite documents, and Investment decision confirmation forms
  • Angel Investment Network by ASCO Capital

Education

MBA - Finance & Marketing

BML Munjal University
01.2025

BBA - Finance

Acropolis Faculty of Management and Research (DAVV)
01.2021

HSC -

Dynamic Public School
01.2018

SSC -

Beersheba International School
01.2016

Skills

  • Adaptability
  • Analytical Thinking
  • Interpersonal Skills
  • Data Management
  • Multi-Tasking
  • MS-Office
  • Problem-Solving

Projects

Finance Summer Intern, ASCO Capital, 04/2023, 06/2023, Preparation of a comprehensive project report for MSME loan sanctioning purposes by leveraging both strategic and financial analysis., Conducted working capital requirement analysis, ratio analysis, cost-benefit analysis, ensured compliance with regulatory standards and assisted in the corporate advisory initiatives for new projects. Ivy League Ventures (Angel Investment Network by ASCO Capital), Startup deal assessment for investment decision-making by conducting market & industry research, financial analysis, valuation analysis, and business risk analysis., Analyzed term sheets for compliance and deal-closure purposes, coordinated deep-dive sessions, collaborated and negotiated with various startup founders and stakeholders, drafted lists of pre-requisite documents, and Investment decision confirmation forms. Live Project in Financial Markets, Finlatics, 09/2022, 12/2022, Portfolio Management- Actively following the companies listed on BSE 500. Conducting Fundamental and Technical Analysis, Creating, Managing & Maintaining a real-time simulated portfolio., Equity Research- Conducting in-depth research and analysis of two sectors of the Indian economy.

Languages

  • English
  • Hindi

Certification

  • Excel basics for data analysis, IBM
  • Certified Internal Auditor- IMS, Institute for Industrial performance & engagement
  • Project Valuation and the Capital Budgeting Process, University of Colorado Boulder
  • Certified Lean Six Sigma Green Belt, Council of Six Sigma Certification, USA

Positions Of Responsibility

  • Treasurer, SCI-MAT CLUB BMU, 08/2022, Present
  • Executive committee Member, Centre of Sustainability and Research Advocacy, 08/2022, Present
  • Core Member (Marketing Team), NSS CLUB, 08/2022, Present
  • Core Member (Marketing Team), Finonomics Club BMU, 01/2023, 07/2023
  • Volunteer, Green Bhumi, 01/2022, 02/2022
  • Assistant Supervisor, Aashman Foundation, 04/2021, 02/2022

Timeline

Relationship Manager

Axis Bank
08.2024 - Current

Finance Summer Intern

ASCO Capital
04.2023 - 06.2023

Live Project in Financial Markets

Finlatics
09.2022 - 12.2022

Ivy League Ventures

MBA - Finance & Marketing

BML Munjal University

BBA - Finance

Acropolis Faculty of Management and Research (DAVV)

HSC -

Dynamic Public School

SSC -

Beersheba International School
Kanak Paliwal