Purnima Singh
MBA (Finance) Graduate
Gurgaon
Summary
Organized and detail-oriented finance professional with expertise in financial modeling, equity research, and investment analysis. Skilled in portfolio evaluation, risk assessment, and deriving actionable insights to support strategic decisions. Strong analytical, problem-solving, and communication abilities with a proven record of enhancing efficiency and supporting team objectives.
Overview
2
2
years of professional experience
4
4
Certifications
Work History
Founders’ Office Associate
The Wow Holidays
02.2023 - 05.2023
- Worked closely with the founders to establish and scale operations for the newly opened of a tourism startup.
- Managed B2B client relationships with leading pharmaceutical companies and other corporate partners, ensuring smooth coordination for travel and tourism services.
- Acted as the primary liaison for 5+ key B2B clients, handling negotiations, addressing client needs, and maintaining a high client satisfaction rate.
- Assisted in designing customized corporate travel packages, contributing to a 25% increase in business from B2B clients within the first few months.
Analyst Trainee
Agro Food Industries
01.2022 - 07.2022
- Gathered and analyzed customer feedback from 200+ respondents and industry reports to identify key market trends and improve marketing strategies.
- Conducted competitor benchmarking across 10+ brands, helping the team optimize pricing and positioning for better market reach.
- Identified areas for improved efficiency within workflows by conducting time studies.
- Prepared insightful reports and presentations summarizing findings for senior management, enabling data-driven decision-making.
Sales and Marketing Assistant
Victory India Holidays
09.2021 - 12.2021
- Conducted market research surveys to gather valuable insights into consumer preferences and habits, informing future marketing efforts accordingly.
- Built and managed B2B client relationships with leading partners like IndiGo Airlines and major tourism companies, ensuring seamless coordination for car rental services and achieving a 25% increase in corporate tie-ups.
- Collaborated with corporate clients and travel agencies to design customized car rental packages, resulting in a 30% growth in bookings and contributing to a 20% rise in overall revenue.
- Conducted sales pitches and negotiations with tourism operators and airline teams, successfully onboarding 2+ new B2B clients, and expanding the corporate client base by 35%.
Education
MBA - Finance
Department of Financial Studies, University of Delhi
Delhi, India 01.2025
B. Sc - Mathematics, Statistics, Economics
Dr. Bhimrao Ambedkar University, Agra
Agra, India01.2021
Class XII - Science
CBSE
Agra, India 01.2018
Class X -
Department of Financial Studies, University of Delhi
Agra, India 01.2016
Certification
Certified NISM Research Analyst – Completed the NISM Investment Adviser (Research Analyst) Certification, gaining expertise in equity research, financial analysis, and investment reporting.
INTERNSHIPS & PROJECTS
IIFL Capital Services Ltd. private wealth management intern
- Developed 5+ NCDEX commodity pitch decks, presenting strategic market insights to HNIs.
- Monitored ₹5 Cr+ portfolios, ensuring accurate reporting and timely insights for rebalancing
- Supported 2+ client onboardings, driving cross-sales of PMS, AIFs, and mutual funds
Equity Research, Alvron Partners:
- Prepared a DCF model on InterGlobe Aviations forecasting future growth for 5 years
- Conducted Comparable Ratio analysis and DuPont Analysis to evaluate the company,
- Worked with sell-side analysts and learnt Equity Research Report documentation
HOBBIES
- Avid reader of economics and business books
- Poetry writing and journaling
- Cooking and culinary experiments
Timeline
Certified NISM Research Analyst – Completed the NISM Investment Adviser (Research Analyst) Certification, gaining expertise in equity research, financial analysis, and investment reporting.
09-2025
BE10X AI Workshop Certificate – Completed training in AI tools and Generative Prompt Engineering, gaining hands-on experience in AI-driven solutions, prompt design, and productivity automation
09-2025
Financial Modeling Course (20+ hours) – Completed a comprehensive 20+ hour course on financial modeling, including DCF valuation, Comparable Company Analysis, and Excel-based forecasting techniques.
09-2025
Certified Financial Risk Management (FRM) Principles Course – Completed a foundation-level course covering key FRM concepts, risk assessment, and financial risk management principles.
09-2023
Founders’ Office Associate
The Wow Holidays
02.2023 - 05.2023
Analyst Trainee
Agro Food Industries
01.2022 - 07.2022
Sales and Marketing Assistant
Victory India Holidays
09.2021 - 12.2021
MBA - Finance
Department of Financial Studies, University of Delhi
B. Sc - Mathematics, Statistics, Economics
Dr. Bhimrao Ambedkar University, Agra
Class XII - Science
CBSE
Class X -
Department of Financial Studies, University of Delhi
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