SAURABH VISHWAKARMA
Wealth Manager
Prayagraj
Summary
High-performing financial advisor with 9 months of experience. Highly skilled in client education, financial planning, and analysis.
Overview
1
1
year of professional experience
14
14
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Wealth Manager
Edelweiss Broking Ltd
New Delhi
03.2022 - Current
- Provide financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies today through retirement.
- Conducts client meetings to update, review and develop financial goals.
- Increased AUM by 20% in 9 months .
Equity Research Intern
Growth arrow
Bengaluru
06.2021 - 07.2021
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Utilized screening tool to identify bottom-up stock idea identification.
Education
Post Graduate Diploma In Management Studies - Finance
Indira School of Business Studies PGDM
Pune 07.2020 - 05.2022
Masters of Commerce - Business Administration
J.S University
Shikohabad 07.2017 - 07.2019
Bachelor of Commerce - Commerce
University of Allahabad
Prayagraj 08.2014 - 06.2022
HSC - Science
Bal Bharti Inter College
Prayagraj 07.2013 - 06.2014
SSC -
Bal Bharti Inter College
Prayagraj 07.2011 - 06.2012
Skills
MS office Advanced Excel Data Analysis & Visualization Investment Research
undefinedCertification
Business Analytics -Advanced Excel By Forevison
Accomplishments
- Member of CSR PEHEL Club -(July 2020- May -2022)
- Winner of Brainiac Challenge Contest by Fore vision- (September 2020)
- Participated in College Sports club activities and got Certificates of Achievements by ISBS PGDM -(July 2020- May 2022)
- 1st runner up of group case study competition and got certificate of Achievement by Marketing club of ISBS PGDM- (November 2020)
Timeline
Business Analytics -Advanced Excel By Forevison
06-2022
Equity Research By Quollab
06-2022
Financial Modeling By ISBS
04-2022
Wealth Manager
Edelweiss Broking Ltd
03.2022 - Current
Equity Research Intern
Growth arrow
06.2021 - 07.2021
Post Graduate Diploma In Management Studies - Finance
Indira School of Business Studies PGDM
07.2020 - 05.2022
Masters of Commerce - Business Administration
J.S University
07.2017 - 07.2019
Bachelor of Commerce - Commerce
University of Allahabad
08.2014 - 06.2022
HSC - Science
Bal Bharti Inter College
07.2013 - 06.2014
SSC -
Bal Bharti Inter College
07.2011 - 06.2012
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