RAHUL KUMAR
Bengalore
Summary
Dynamic financial professional with a proven track record at Dezerv Investments, adept in portfolio analysis and client acquisition. Successfully converted high-profile clients into investors, managing assets exceeding ₹12 crore. Renowned for strategic decision-making and effective communication, driving significant revenue growth and enhancing client satisfaction through tailored investment strategies.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Financial Partner
Dezerv Investments Pvt. Ltd.
Bengaluru
05.2024 - Current
- Evaluated and analyzed over 100 portfolios worth more than ₹80 crore, offering expert guidance on returns and asset allocation strategies.
- Consulted high-profile clients including CEOs, with a success rate of over 20%, into portfolio investors with a minimum investment threshold of ₹50 lakh.
- Oversaw the management of a multi-asset portfolio exceeding ₹12 crore.
- Formulated strategic asset distributions across fixed-income and equity instruments based on client risk tolerance and long-term financial goals.
- Leveraged a comprehensive understanding of equity and debt markets, encompassing mutual funds, alternative investment funds (AIFs), and corporate bonds, to deliver informed investment strategies.
- Conducted cost-benefit analysis for actionable tax liability insights.
- Executed onboarding procedures through collaboration with diverse departmental units like operation, product and tech teams.
General Management Intern
Career Gurukul
Delhi
04.2023 - 05.2023
- Researched market trends and analyzed competitors to develop products aimed at students and working professionals aspiring for MBA.
- Coordinated across departments to improve onboarding for students, generating 1 lakh revenue within a short span of two months.
Consultant
Healthy Happy Organic Hub
04.2022 - 07.2022
- Elevated the effectiveness of email outreach to improve market presence among Indian organic product brands.
- Delivered strategic consultations to the potential clients aimed at driving business expansion.
Sole Proprietor
Ridhi Sidhi Fashions
Delhi
11.2018 - 04.2021
- Monitored firm operations and expanded OAK brand product offerings in the Indian e-commerce market, boosting revenue and customer traffic.
- Executed strategic initiatives to introduce new products by analyzing competition.
- Developed optimized promotional approaches utilizing advertisements, discounts, and SEO, that generated over 70 lakhs in total revenue.
Education
Post Graduation; PGP -
INDIAN INSTITUTE OF MANAGEMENT RAIPUR
Raipur, Chhattisgarh03.2024
Graduation; B. Com (Hons) -
RAMJAS COLLEGE, UNIVERSITY OF DELHI
Delhi06.2019
Intermediate - Commerce
R.A. GEETA SR. SECONDARY SCHOOL
Delhi05.2016
Skills
- Adaptive Thinking
- Portfolio management
- Client consulting
- Asset allocation
- Tax planning
- Investment strategies
- Client acquisition
- Data analysis
- Effective communication
- Emotional intelligence
- Negotiation skills
- Problem-solving
- Financial acumen
- Vendor management
- Performance analysis
- Business development
- Operations management
- Company processes and procedures
- Stakeholder engagement
- Competitive analysis
- Strategic Decision-Making
- Analytical mindset
- Influential Communication
- Digital Marketing
- Conflict resolution
- Marketing
- Administrative management
- Sales strategy development
- Client relationship management
- Market analysis
- Innovation mindset
- Multitasking Abilities
- Multitasking capacity
- Team building
- Building trust and relationships
- Organizational skills
Projects
BUSINESS ANALYST (December 2022)
- Assessed business projects and proposed solutions using a data-driven decision-making approach
- Learned and applied Power BI, a pan-industry business intelligence tool used to analyze data
EQUITY MARKET ANALYST (November 2022)
- Created, managed and maintained a real-time simulated portfolio on BSE 500 listed companies
- Conducted research and analysis of technology and banking/finance sector of Indian economy
DISCOUNTED CASH FLOW MODELLING (December 2022)
- Constructed comprehensive DCF model based on in-depth analysis of various factors of valuation
- Formulated a growth pattern to calculate the NPV of FCFF based on past financial performance.
Certification
- Certified mutual funds distributor under SEBI regulations 2007
- Licensed by Association of Mutual Fund in India (AMFI) as PAN India advisor and marketeer of regular mutual funds
- Certified portfolio management services (PMS) distributor under SEBI regulations 2007
- Certified Green Belt Six Sigma, KPMG, 10/01/22
Skills Summary - Skills
- Adaptive Thinking
- Strategic Decision-Making
- Analytical mindset
- Influential Communication
- Digital Marketing
- Relationship Building
Positions Of Responsibility
JEEVASHRAY - IIM RAIPUR
SENIOR EXECUTIVE MEMBER (December 2022 - March 2024)
- Co-founded and established animal welfare club promoting co-existence and animal rights on campus
- Spearheaded events and campaigns including raising funds, vet visits, collaborating with NGOs and local media for extensive outreach
KARMAANTA - IIM RAIPUR
EVENT MANAGEMENT (November 2023 - January 2023)
- Assisted in conducting Karmaanta, annual flagship event of IIM Raipur, having a footfall of 2000+ students from various colleges
- Managed outside event planning team visit through research on social media platform for budget proposal
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Client Financial Partner
Dezerv Investments Pvt. Ltd.
05.2024 - Current
General Management Intern
Career Gurukul
04.2023 - 05.2023
Consultant
Healthy Happy Organic Hub
04.2022 - 07.2022
Sole Proprietor
Ridhi Sidhi Fashions
11.2018 - 04.2021
Post Graduation; PGP -
INDIAN INSTITUTE OF MANAGEMENT RAIPUR
Graduation; B. Com (Hons) -
RAMJAS COLLEGE, UNIVERSITY OF DELHI
Intermediate - Commerce
R.A. GEETA SR. SECONDARY SCHOOL
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