Summary
Overview
Work History
Education
Skills
Certification
Projects
Accomplishments
Languages
Websites
Timeline
Generic

Simon P C

Bangalore

Summary

Firefighter, Problem solver, Quick Learner

Finance graduate with a strong foundation in portfolio management, equity research, and trading strategies, complemented by proven success in sales and client advisory roles. Experienced in guiding clients on investment planning and closing high-value deals, while also managing personal trading portfolios with consistent returns. Recognized for combining analytical finance skills with persuasive communication to build trust, drive outcomes, and deliver value — eager to bring this unique blend of finance and client engagement expertise to J.P. Morgan.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Admissions Counselor

UNext
Bangalore
03.2025 - Current
  • Facilitated individual counseling sessions to assess and address student needs.
  • Guided students in academic planning and course selection processes.
  • Developed workshops on time management, study skills, test-taking strategies, and career exploration.
  • Mentored junior counselors in effective student engagement practices.
  • Cultivated relationships with students and families to support program objectives and success.
  • Served as a mentor for newly hired academic counselors, enhancing onboarding experience.

Trader and Investor

Stock Market
Bangalore
08.2021 - Current
  • Demonstrated in-depth knowledge of mutual funds and diverse trading segments.
  • Managed three to four portfolios, achieving consistent returns.
  • Analyzed market trends to identify lucrative trading opportunities.
  • Executed trades following thorough research and analysis.
  • Monitored stock performance, adjusting strategies to enhance outcomes.
  • Provided mentorship to junior traders on effective practices and strategies.
  • Assessed risk factors related to capital investment and money psychology.

Associate Wealth Management Advisor

Stack Wealth
Bangalore
01.2025 - 02.2025
  • Educated young clients on managing loans and understanding investment strategies to combat inflation.
    Guided older clients in establishing retirement funds to secure financial futures.
    Provided insights on mutual funds as effective investment solutions tailored to client needs.

Sales and Counselor Internship

Codeyoung
Bangalore
08.2024 - 11.2024
  • Closed deal valued at 20 Lakhs within first month post-training by achieving 225% of target.
  • Executed successful negotiations to secure favorable terms and conditions.
  • Demonstrated persuasive speaking skills to influence key stakeholders.

Internship

Kalyan and CO CA
Bangalore
03.2024 - 04.2024
  • Oversaw AMULYA MICA account management
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Maintained accurate records of all activities performed throughout internship period.

Internship

Decathlon Anubhava [HQ]
Bangalore
04.2023 - 06.2023
  • Created visually appealing store displays, increasing foot traffic significantly.
  • Persuaded customers effectively, enhancing upselling and cross-selling outcomes.
  • Resolved customer compliance issues promptly, ensuring immediate satisfaction.

Sales Analyst Internship

Puma
Bangalore
06.2022 - 08.2022
  • Conducted market research to support development of effective sales strategies.
  • Executed sales strategies to enhance overall store performance.
  • Maintained smooth store operations by actively engaging with customers.
  • Performed administrative tasks to ensure efficient workflow.

Education

BBA - Finance and Marketing

St Claret College
Bangalore
08-2024

High School Diploma -

St Claret Pre-University College
Bangalore
01.2021

- Sophomore

St Claret School
Bangalore
01.2019

Skills

  • Communication skills
  • Critical thinking
  • Problem solving
  • Analytical abilities
  • Adaptability
  • Persuasion techniques
  • Product demonstration
  • Deal closure strategies
  • Target achievement
  • Customer relationship management
  • Market analysis
  • Student counseling and recruitment
  • Sales negotiation
  • Mentorship experience
  • Persuasive speaking
  • CRM software proficiency
  • Financial advising and mutual funds analysis

Certification

  • TCS ION 15 days professional Course
  • Technical analysis Zerodha
  • Momentum investing
  • Momentum trading in Options
  • SEBI - Investor Certification Examination

Projects

How to list their business in Amazon, Startup Company

Accomplishments

  • 1st Prize for finance fest held at Ramaiah College (Inter college fest)
  • 1st Prize for finance fest held at KLE College (Inter college fest)
  • 2nd Prize for finance fest held at St Claret College (Inter college fest)

Languages

Malayalam
First Language
English
Advanced (C1)
C1
Hindi
Intermediate (B1)
B1
Tamil
Upper Intermediate (B2)
B2
Kannada
Upper Intermediate (B2)
B2
Telugu
Beginner (A1)
A1

Websites

Timeline

Senior Admissions Counselor

UNext
03.2025 - Current

Associate Wealth Management Advisor

Stack Wealth
01.2025 - 02.2025

Sales and Counselor Internship

Codeyoung
08.2024 - 11.2024

Internship

Kalyan and CO CA
03.2024 - 04.2024

Internship

Decathlon Anubhava [HQ]
04.2023 - 06.2023

Sales Analyst Internship

Puma
06.2022 - 08.2022

Trader and Investor

Stock Market
08.2021 - Current

BBA - Finance and Marketing

St Claret College

High School Diploma -

St Claret Pre-University College

- Sophomore

St Claret School

Similar Profiles

CREATE PROFILE
Simon P C