NAMAN AHUJA
Moradabad
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
2
2
years of professional experience
Work History
Financial Advisor
KUKREJA AND KUKREJA
MUMBAI
09.2023 - Current
- Advised clients on investment strategies and financial planning options.
- Analyzed financial data to develop tailored client solutions.
- Managed client portfolios, optimizing asset allocation and minimizing risks.
- Consulted with clients to assess and meet short- and long-term financial goal.
Manager
SHREE SAI ANAND ENTERPRISES
MORADABAD
01.2025 - 07.2025
- Managed team operations to ensure smooth workflow and efficiency
- Reconciled bank statements with internal financial records.
- Assisted in budget preparation and forecasting processes.
Education
Bachelor of Commerce - FINANCE
Delhi University
Delhi08-2025
CA Foundation -
Institute of Chartered Accountants of India
12-2022
Skills
- Microsoft Excel
- Microsoft Word
- Accounting expertise
- Financial analysis
- Leadership abilities
Accomplishments
- I have been in the top 5 rankers in school
- Cleared CA Foundation
- I have won many competitions of ICAI at the branch level
Affiliations
- Have participated in competitions conducted by ICAI
- I have won all the competitions I participated in at the branch level
- Competitions include debates, GK quizzes, presentations
Languages
Hindi
First Language
English
Advanced (C1)
C1
Timeline
Manager
SHREE SAI ANAND ENTERPRISES
01.2025 - 07.2025
Financial Advisor
KUKREJA AND KUKREJA
09.2023 - Current
Bachelor of Commerce - FINANCE
Delhi University
CA Foundation -
Institute of Chartered Accountants of India