1
Certification
1
Year of experience
Dynamic Relationship Manager with expertise in equity research and analysis at Nirmal Bang. Proven track record in enhancing portfolio performance through strategic rebalancing and market insights. Skilled in financial modeling and critical thinking, successfully identifying investment opportunities that align with client risk profiles.
Work History
Relationship Manager
2 Months- Supported live client portfolios by explaining equity fundamentals and translating corporate earnings and macroeconomic updates into guidance for equities, IPOs, mutual funds, and ETFs.
- Monitored portfolio risk-return profiles and sector shifts, identifying rebalancing opportunities from quarterly earnings and macro data to support stronger portfolio performance.
- Recommended investment products aligned with client risk profiles.
- Researched current market conditions to support sales presentations with relevant information.
- Responded to investor questions about demat accounts and market trends.
- Assisted with account opening processes and completed KYC document verification.
- Partnered with operations teams to resolve account and transaction issues.
Equity Research Intern
2 Months- Reviewed business models, industry trends, management quality, and financial statements to support fundamental analysis of listed companies.
- Used ratio analysis, including EPS, P/E, ROE, and debt-to-equity, to identify investment opportunities.
- Benchmarked Polycab, Havells, KEI Industries, Finolex, and RR Kabel across FY21–FY25 on revenue CAGR, EBITDA margin, ROE/ROCE, and working capital cycle; highlighted Polycab for 27% ROCE in FY24 and 49-day cycle, while RR Kabel showed fastest revenue growth at 43.4% CAGR.
- Estimated Indian W&C market at ?74,800 crore in FY23 and projected 13% CAGR growth to ?1.2 lakh crore by FY27, with demand drivers from infrastructure, real estate, EVs, and renewable energy.
- Prepared industry report on wires and cables, covering market sizing and growth outlook.
Education
Master of Business Administration - Finance
GPA: 7.3/10
Bachelor of Business Management
Skills
Equity research and analysis
Valuation techniques
Financial modeling
Financial statement analysis
Market and industry analysis
Microsoft Excel proficiency
Sensitivity analysis
WACC and CAPM
Critical thinking
Market analysis
Bilingual: English and Hindi
INDEPENDENT & ACADEMIC PROJECTS
- Econometric Dissertation – Macroeconomic Variables & Sectoral Stock Returns, UPES, Built sector-wise models on 120 monthly observations (Sep 2011–May 2023) across Nifty Bank, IT, FMCG, and Auto using OLS (Banking model: R² = 0.841, F = 99.68, p < .001), Quantile Regression, and VAR with Impulse Response Functions., Found Nifty50 return significant in all 4 sectors (β = 0.54–1.51, p < .001); inflation a significant negative driver of Bank returns and crude oil of FMCG returns, with shocks converging within 4–5 months.
- Financial Model – Reliance Industries Ltd. (Independent, In Progress), Built from FY2017–FY2026 statements: ratio analysis, common-size statements, trend forecasting, ROIC-based intrinsic growth, and a bottom-up WACC using peer betas (Ke 12.35%, WACC 10.55%)., Next: FCFF-based DCF, relative valuation, sensitivity analysis, DuPont decomposition, Altman Z-Score, and VaR.
Certification
NISM Series VIII – Equity Derivatives (In Progress), NISM Series XV – Research Analyst (In Progress), SEBI Investor Certification Examination, FMVA Coursework – Corporate Finance Institute
Timeline
Relationship Manager
Nirmal Bang
07.2026 - 09.2026Read More
Equity Research Intern
Nirmal Bang
06.2025 - 08.2025Read More
University of Petroleum And Energy Studies (UPES)
Master of Business Administration from Finance
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Magadh University
Bachelor of Business Management
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