Summary
Overview
Work History
Education
Skills
Certification
Others
Hobbies and Interests
Timeline
Generic
Mohit Kumar Singh

Mohit Kumar Singh

Sitamarhi

Summary

To establish a successful career in the field of financial analyst in an organization where I get the opportunity to learn and showcase my knowledge and technical skills in taking decision making steps.

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

1
1
Certification

Work History

Wealth Management Analyst Intern

Wise Finserv Pvt. Ltd
06.2024 - 08.2024
  • Assisted in making comprehensive Financial plans for Clients enhancing their wealth management strategies.
  • Gained in depth Knowledge of various Financial products, including government schemes to better advice clients.
  • Conducted market research by collecting and analyzing data from 50 survey response, providing valuable insights for the company.
  • Connected with potential customer and collected required data for their financial plan.

Education

MBA - Finance

Doon Business School–Uttarakhand Tech University

B.A - Economics

Patliputra University
12.2021

12th - undefined

CBSE, DAV Public School
03.2018

Skills

  • Analytical: Analytical thinking, approaching every setback and failure as an opportunity to learn
  • Leadership: Involved in group project & management activities held in my school & college
  • Flexible and Adaptable: Adapt situation easily and work accordingly
  • Quantitative: Well-versed in using MS Excel, project planning, analysis and management
  • Communication: Good writing skills, presentation skills, and interpersonal skills
  • Computer proficiency: MS Office, MS Excel & MS Word, Power BI, SQL, SAP S4 HANA
  • Active listening

Certification

  • Fundamentals of micro-economic (Coursera)
  • Advance Excel Certification
  • SEBI- Investor Certification Examination
  • JPMorgan Chase- Commercial Banking Job Simulation
  • Financial Markets
  • Introduction to Generative AI
  • Advanced Concepts in Time Value of Money
  • Finance & Quantitative Modeling for Analysts Specialization

Others

Languages Known: English, Hindi.

Hobbies and Interests

Hobbies: Travelling, Playing cricket, Cooking

Timeline

Wealth Management Analyst Intern

Wise Finserv Pvt. Ltd
06.2024 - 08.2024

B.A - Economics

Patliputra University

12th - undefined

CBSE, DAV Public School

MBA - Finance

Doon Business School–Uttarakhand Tech University
Mohit Kumar Singh