MAYANK PAL
Ahmedabad
Summary
Equity Research aspirant with 4 years of professional experience and a strong foundation in financial modeling, valuation, and fundamental analysis. Certified in Financial Modeling and currently pursuing an MBA, I have built expertise in analyzing companies, preparing industry reports, and understanding market trends. With my background in sales, I bring strong client-handling, communication, and presentation skills that complement my analytical capabilities. I am eager to contribute to actionable investment insights and support high-conviction research strategies in dynamic equity research or asset management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sales executive
IDFC FIRST BANK
Surat
11.2021 - 11.2022
- Assist customer at Vijay sales in securing loan, improving customer acquisition.
- Prepared invoices for more than 200 clients.
Team leader
IDFC first bank
Ahmedabad
06.2020 - 08.2022
- Supervised loan processing for personal and business loans, ensuring compliance and risk mitigation.
- Developed a robust business connector network across Surat and Ahmedabad, driving sales growth.
Associate manager
Neo Growth Credit Pvt Ltd
Ahmedabad
09.2022 - 11.2024
- Managed end-to-end loan processing workflow from customer onboarding to final disbursal.
- Transition operation to the DSA vertical, optimising sales processes and expanding the market footprint.
Education
Post Graduate Diploma - Business Administration
Chandigarh university
Remote08.2025
Bachelor of Business Administration -
D y Patil
Surat, Gujarat12.2024
Skills
- Equity Research
- Financial Modeling
- Valuation (DCF, Relative Valuation, Exit Multiple)
- Sector Analysis
- Screenerin
- Excel
- Investor Presentations
- Research Writing
- PowerPoint
Certification
- Finnacle Shah Classes, Surat, Gujarat, Finplus Program, 11/24, Ongoing, Report on Cera Sanitaryware Ltd. (Revenue Model, Value Chain, Revenue & Cost drivers, competitive advantages, fund flow & financial statement analysis, risk and management analysis), Report on Zydus Lifesciences Limited (Ongoing)
- Edupristine, Financial modelling
Timeline
Associate manager
Neo Growth Credit Pvt Ltd
09.2022 - 11.2024
Sales executive
IDFC FIRST BANK
11.2021 - 11.2022
Team leader
IDFC first bank
06.2020 - 08.2022
Post Graduate Diploma - Business Administration
Chandigarh university
Bachelor of Business Administration -
D y Patil
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