Nikhil Maurya
Gwalior
Summary
Dynamic Research Analyst with a proven track record at Eternal Research Investment Advisor, leveraging financial modeling and market research to uncover investment opportunities. Successfully onboarded 44 mutual fund distributors at Imperial Money Pvt Ltd, driving significant business growth. Adept at analyzing data and fostering strong relationships to achieve strategic financial goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Research Analyst
Eternal Research Investment Advisor
Gwalior
12.2024 - 06.2025
- Conducted market research to identify investment opportunities for clients.
- Monitored industry trends to provide timely insights for investment decisions.
- Assisted in the evaluation of potential investment risks and returns.
- Conducted market research and analyzed data to identify trends, opportunities, and potential risks.
- Analyzed financial data to support investment recommendations and strategies.
- Providing trading calls for different instruments, like Nifty, Bank Nifty, and stock options, for clients.
Relationship manager
Imperial money pvt ltd
Nagpur
04.2024 - 09.2024
- Managed and nurtured relationships with mutual fund distributors, ensuring continuous engagement and support.
- Successfully onboarded 44 new mutual fund distributors to the company, driving business growth.
- Generated over ₹10 lakh per month in business through effective distributor management and engagement.
- Trained new mutual fund distributors on acquiring clients, growing assets under management, and sustaining business growth.
- Ensured consistent distributor connectivity and productivity with their investors by offering guidance and support.
- Assisted distributors in asset buildup strategies to help their clients achieve long-term financial goals.
- Facilitated clear and effective communication between distributors and the company to ensure seamless operations and business growth.
Reimbursement claims analyst intern
haldiram foods international pvt ltd
Nagpur
04.2023 - 06.2023
- Analyzed traveling allowance and dearness allowance bills to identify potential errors and discrepancies.
- Identified ways to reduce the reimbursement amount by ensuring that all claims were properly documented and supported.
- Reduced the reimbursement amount by 08% by identifying and correcting errors in the claims process.
- Improved the efficiency of the reimbursement process by implementing a new system for tracking and processing claims.
Education
MBA - Finance
Symbiosis Institute of Business Management
Nagpur01.2024
Bachelor of Arts -
Maharani Laxmi Bai Govt. College Of Excellence
Gwalior01.2020
Skills
- Microsoft Excel
- Financial modeling
- Investment strategies
- Market research
- Number-savvy
Certification
- Research analyst - NISM 07/2025
- Mutual fund distributors – NISM 06/2024
- US GAAP & IFRS. – EDUCBA 05/2023
- Financial Modeling and Fundamental – Udemy 08/2023
- Portfolio and Risk Management – Coursera 11/2023
Projects
- Investment banking, Finlatics 09 2023 - 11 2023
conducting case analysis on the project reports, showcasing understanding of market conditions and ability to map the potential of start-up ideas, engaging in the set-up of a private equity fund, emphasizing investor onboarding, investing cycles, and sectoral orientation applied Discounted Cash Flow (DCF) valuation and Excel-based modeling to companies
- Financial Markets, Finlatics 09 2023 - 11 2023
Created, managed, and maintained a real-time simulated portfolio on BSE 500 listed companies
Engaged in sector-wise and company-specific research on the Indian economy, case studies covering valuation and stock analysis, along with live experience
Languages
ENGLISH, HINDI
Timeline
Research Analyst
Eternal Research Investment Advisor
12.2024 - 06.2025
Relationship manager
Imperial money pvt ltd
04.2024 - 09.2024
Reimbursement claims analyst intern
haldiram foods international pvt ltd
04.2023 - 06.2023
MBA - Finance
Symbiosis Institute of Business Management
Bachelor of Arts -
Maharani Laxmi Bai Govt. College Of Excellence
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