Karthik M
Financial Market Analyst
Trivandrum,Kerala
Summary
Analytical professional with strong background in financial modeling, capital markets and compliance. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations. Previously worked as a Junior Executive at Geojit Financial Services Limited.
Work History
Junior Executive
Geojit Financial Services
India, Kerala
03.2024 - 07.2024
- Handling the Broker Terminal and have to assist with clients.
- Guided clients through complex transactions, providing expert advice on investment opportunities and market trends.
- Executing buy and sell orders in the stock market.
- Ensured accurate record-keeping through diligent oversight of transaction documentation processes.
- Supported senior management by preparing detailed reports on business operations and performance metrics.
- Managing and reviewing clients investment portfolios.
- Ensuring compliance with market regulations.
- Maintaining records of all transactions and interactions.
- Worked effectively in fast-paced environments.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
Education
Bachelor of Commerce - Taxation
08.2022
Skills
Corporate Finance and Investment Analysis - Financial Modeling, Fundamental Analysis, Microsoft Excel, Company Valuation, Portfolio Management, Report Writing, Forecasting Financial Statements, Industry Analysis, Competitor Analysis
Financial Compliance - Anti Money Laundering (AML), Counter Terrorism Financing, Customer Identification, Sanctions (OFAC - SDN), Transaction Monitoring, Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), Politically Exposed Persons (PEPs), Fraud Detection
Certification
1. Financial Modeling & Fundamental Analysis
Udemy | October 2024
- Financial Modelling, Fundamental Analysis, Microsoft Excel, Company valuation, Ratio Analysis, Portfolio Management, Report Writing, Industry Analysis, Forecasting Financial Statements, Competitor Analysis
2. Financial Crime: Processes & Technology - Masterclass
Udemy | October 2024
- Anti Money Laundering(AML), Counter Terrorism Financing (CTF), Customer Identification, Sanctions, Politically Exposed Persons and Fraud, Transaction Monitoring, Customer Due Diligence
3. NISM-Series-V-A: Mutual Fund Distributors Certification Examination
National Institute of securities Markets | June 2024 - June 2027
- Understanding of Mutual Funds, Client Profiling and Suitability, Investment strategies, Regulatory Framework and Compliance, Taxation of Mutual Funds, Financial Planning & Advisory Skills, NAV calculation and Performance Analysis, Distribution and Sales Techniques.
4. NISM-Series-VIII: Equity Derivatives Certification Examination
National Institute of securities Markets | April 2024 - April 2027
- Equity Derivatives, Hedging and Risk Management, Valuation and Pricing of Derivatives, Market Strategies using Derivatives, Regulatory and Compliance Framework, Risk and Return Analysis, Clearing, Settlement and Risk Management, Taxation and Derivative Products, Operational and Practical knowledge, Derivatives Market Analysis, Client Advisory and suitability, Ethics and Best Practices in Derivatives Markets
5. Excel For Intermediate Level
Great Learning | June 2022
- Data cleaning, Data Aggregation, Data Visualization
6. Excel for Beginners
Great Learning | June 2022
- General Functions, Tables and Borders, Sorting and Filtering, Date and time in Excel. Cell Referencing, IF-ELSE condition
Hobbies
- Reading Financial Literature - Keeping up with global financial trends and Investment Strategies
- Learning New Technologies – Continuously enhancing technical knowledge and skills through online courses and resources.
- Motorcycle Riding – Enjoy weekend rides, fostering focus, discipline, and risk management.
- Fitness Enthusiast – Committed to daily gym routines, building perseverance and self-discipline.
Languages
English
Bilingual or Proficient (C2)
Malayalam
Bilingual or Proficient (C2)
Tamil
Upper intermediate (B2)
Hindi
Elementary (A2)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Junior Executive - Geojit Financial Services
03.2024 - 07.2024
University of Kerala - Bachelor of Commerce, Taxation
Similar Profiles
Ranjith Mohan MRanjith Mohan M
Business Analyst at Geojit Financial Services LimitedBusiness Analyst at Geojit Financial Services Limited
Gladwin CGladwin C
Customer Support Specialist B2B at Geojit Financial ServicesCustomer Support Specialist B2B at Geojit Financial Services
JAYASHREE VJAYASHREE V
Relationship Manager at HDB Financial Services Pvt Ltd (HDFC BANK)Relationship Manager at HDB Financial Services Pvt Ltd (HDFC BANK)