PURVI RANJAN
Kolkata
Summary
A passionate and determined individual seeking a fulfilling career in the financial services sector that fosters continuous learning, skill development, and opportunities to make meaningful contributions toward the organization's growth and success.
Overview
1
1
Certification
Work History
Management Trainee
Finoability Pvt Ltd
04.2024 - 05.2024
- Conducted client risk profiling to recommend suitable investment products based on individual financial goals and risk appetite.
- Assisted in product selling, thereby enhancing client engagement and financial decision-making.
- Analysed real-life case studies to understand investment strategies and market behaviour.
- Performed fundamental analysis of sectors, focusing on key financial metrics and market trends.
Education
Master of Business Administration - Banking and Finance
Symbiosis School of Banking And Finance
Pune03-2025
Completed CFA Level 1 -
CFA Institute
09-2024
B. Com -
Kalinga University
Raipur08-2022
12th -
Delhi Public School
Bokaro05-2019
10th -
De-Nobili School
Bokaro05-2017
Skills
- Power BI
- Advanced Excel
- Financial modelling
Certification
- Bloomberg Environmental, Social, and Governance Certification, 2024
- NISM Series V A: Mutual Fund Distributors Certification, 2023
- NISM Series VIII: Equity Derivatives Certification, 2023
- NISM Series XV: Research Analyst Certification, 2023
- Bloomberg Market Concepts, 2023
- Certification in Power BI from Mitu Skillologies, 2023
Extracurricular Activities
- Contributed as a volunteer for INCOWOCO, IEEE Research Conference, 2024
- Presented research paper titled "Uncertainty to Opportunity: Analyzing the Impact of the Covid-19 Pandemic on IPOs in India" at the ICICC research conference, 2023
- Part of the organizing team for SYNFIN, Research Conference, 2023
- Member of the Research Committee, Symbiosis School of Banking and Finance, 2023
Timeline
Management Trainee
Finoability Pvt Ltd
04.2024 - 05.2024
Master of Business Administration - Banking and Finance
Symbiosis School of Banking And Finance
Completed CFA Level 1 -
CFA Institute
B. Com -
Kalinga University
12th -
Delhi Public School
10th -
De-Nobili School
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