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
Similar Profiles
Ayush MundhadaAyush Mundhada
Intern(Equity Research & Portfolio Management) at Finoability Pvt LtdIntern(Equity Research & Portfolio Management) at Finoability Pvt Ltd
Jatin DabasJatin Dabas
Equity Research Analyst at FinoabilityEquity Research Analyst at Finoability
SUSHIL PATELSUSHIL PATEL
Finance Trainee at FINOABILITYFinance Trainee at FINOABILITY
Sourav MukherjeeSourav Mukherjee
Senior Cloud Tester at Koerber PharmaSenior Cloud Tester at Koerber Pharma
NITISH KUMARNITISH KUMAR
Business Development Manager (EdTech & FinTech) at Lorien Business Management Pvt. Ltd.Business Development Manager (EdTech & FinTech) at Lorien Business Management Pvt. Ltd.