Kunal Thakur
Gurugram, Haryana, India
Summary
Results-driven professional with experience at Bajaj Capital Wealth Management, adept in financial analysis and client relationship management. Successfully optimized investment strategies, driving significant lead conversion and enhancing operational efficiency. Proven ability to leverage data analysis for strategic decision-making, fostering relationships that align with market needs and growth objectives.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Summer Intern
Bajaj Capital Wealth Management
Gurugram, Haryana, India
04.2024 - 06.2024
- Developed financial and portfolio management strategies, including mutual fund advisory and process optimization.
- Led the creation of an outreach funnel, generating 35 leads and converting 6 into hot leads with a monthly SIP volume of 12,000.
- Enhanced the Bajaj Capital Mutual Fund Investment app, reducing KYC processing time from 3 days to 1 day.
Strategy and Growth Intern
Ecosage
07.2024 - 08.2024
- Worked on client acquisition and strategic partnerships in the Seattle market.
- Developed market expansion strategies and optimized customer onboarding processes.
Management Trainee Intern
Dayal Mart
06.2022 - 07.2022
- Provided valuable inputs to enhance the Dayal Mart app, resulting in a 50% increase in daily orders from 100 to 150 and managed daily operations, overseeing 100-120 orders daily
Education
PGDM - Finance
Soil School of Business Design
01.2025
BBA - Finance
The Bhopal School of Social Science
M.P.01.2023
Skills
- Financial analysis
- Investment strategy
- Client relationship management
- Data analysis
- Project management
- Investment strategies
Certification
- Certification in SQL for Data Analysis, Udemy, Pursuing
- Certification in Business Valuation and Financial Modelling, Internshala, 08/01/24
Accomplishments
- Received a Letter of Recommendation from Bajaj Capital, 06/01/24
- Received a Letter of Appreciation for leading and successfully executing an International Conference IC-SSOBD, 12/01/23
- President of Entrepreneurship Club at SSOBD, 2023-2024
Extracurricular Activities
- President, Entrepreneurship Club – Led multiple business events and secured sponsorships from The Body Shop, Fab India, Tata Copper, and House of Candy.
- Conducted due diligence on companies, collaborating with HNIs to identify IPO opportunities.
- Organized successful business events like ‘Daylight Delight’ and ‘Udyog: The Startup Challenge’.
Projects
- Merger & Acquisition Analysis (Feb 2025): Evaluated domestic and cross-border M&A deals, including PVR-Inox, using valuation techniques (EV/EBITDA, P/E, DCF), assessing financial performance, shareholder returns, and strategic synergies.
- Optimized Portfolio Risk Analysis Using SQL (Dec 2024): Developed SQL queries to analyze stock price movements, calculate risk metrics (VaR, Sharpe Ratio), and assess portfolio diversification.
- Power BI Dashboard (Jan 2025): Designed an interactive dashboard to track product category sales, portfolio performance, customer segments, and profit margins for data-driven insights.
- Corporate Finance Blockchain Project (Feb 2024): Assessed blockchain integration in financial operations for enhanced transparency and security.
Timeline
Strategy and Growth Intern
Ecosage
07.2024 - 08.2024
Summer Intern
Bajaj Capital Wealth Management
04.2024 - 06.2024
Management Trainee Intern
Dayal Mart
06.2022 - 07.2022
PGDM - Finance
Soil School of Business Design
BBA - Finance
The Bhopal School of Social Science
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