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 -
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