RAJ SURTI
Finance
Borivali - East
Summary
To secure a position in a dynamic organization where I can leverage my skills, knowledge, and strong communication abilities to contribute effectively to the company's growth. As a motivated and adaptable professional, I am committed to continuous learning and collaboration to achieve organizational objectives.
A driven, motivated, and dynamic individual looking for an opportunity in finance domain
Overview
2
2
years of professional experience
3
3
Languages
Work History
Investment Advisor
Motilal Oswal Financial Service's Limited
09.2024 - 03.2025
- Managed an HNI team, ensuring the achievement of sales and investment goals
- Private Equity (AIF CAT2, CAT3): Advising on structured investment opportunities
- Mutual Funds: Offering portfolio diversification strategies across equity and debt schemes
- Bonds: Handling both convertible and non-convertible debt instruments
- Unlisted Shares: Facilitating investment in emerging companies with growth potential
- Insurance: Providing comprehensive coverage solutions tailored to client needs
- Delivering customized investment solutions aligned with client risk profiles and financial objectives
Internship
BSE BROKER FORUM LTD
05.2023 - 07.2023
- Studied the history of the stock market
- Gained insights into derivatives and commodity markets
- Performed fundamental analysis
Intern
ANGEL ONE LTD
05.2023 - 07.2023
- Analyzed financial statements and conducted ratio analysis
- Tabulated financial statements using Excel
Education
MBA - Finance
Sir M Visvesvaraya Institute of Management And Res
Wadala, India 04.2001 -
B.COM(Financial Market) - Financial Market
Viva College
Virar, India 04.2001 -
Skills
Teamwork and collaboration
Personal Information
- Date of Birth: 10/17/01
- Marital Status: Single
Timeline
Investment Advisor
Motilal Oswal Financial Service's Limited
09.2024 - 03.2025
Internship
BSE BROKER FORUM LTD
05.2023 - 07.2023
Intern
ANGEL ONE LTD
05.2023 - 07.2023
MBA - Finance
Sir M Visvesvaraya Institute of Management And Res
04.2001 -
B.COM(Financial Market) - Financial Market
Viva College
04.2001 -
Similar Profiles
Kumud UpadhyayKumud Upadhyay
Senior Group Vice President at Motilal Oswal Financial Services LimitedSenior Group Vice President at Motilal Oswal Financial Services Limited
Binal GohilBinal Gohil
Manager at Motilal Oswal Financial Services LimitedManager at Motilal Oswal Financial Services Limited
Aditya GuptaAditya Gupta
Equity Advisor at Motilal Oswal Financial Services LimitedEquity Advisor at Motilal Oswal Financial Services Limited
Siddhi Hemant SalviSiddhi Hemant Salvi
HRBP Team Lead at S2S Expert Solutions Pvt LtdHRBP Team Lead at S2S Expert Solutions Pvt Ltd
Amit SurveAmit Surve
Senior Director – Financial Institutions at Emirates NBD BankSenior Director – Financial Institutions at Emirates NBD Bank