Summary
Overview
Work History
Education
Skills
Skillsetsummary
Certification
Professionalexperience
Others
Timeline
Generic
SUMIT VERMA

SUMIT VERMA

Jabalpur

Summary

To turn out to be a successful professional by providing best of my skills to serve the company at my level best and by in turn sharpen my skills working in an innovative and challenging world.

Overview

2
2
years of professional experience
11
11
Certifications
2
2
Languages

Work History

Branch Sales Manager

Piramal Enterprises Limited
07.2024 - Current

Loan Against Securities Vertical


Key Responsibilities:


• Lead and manage a team, ensuring achievement of sales targets.

• Offer and promote loan solutions against mutual funds and shares.

• Analyze clients’ mutual funds and shares portfolios to provide tailored financial solutions.

• Collaborate with financial advisors for portfolio evaluations and client consultations.

• Maintain strong relationships with clients, providing end-to-end support throughout the loan process.

• Develop strategic partnerships with financial advisors to drive business growth.

• Oversee and ensure smooth processing of loan files, adhering to compliance and timelines.

Intern

Sharekhan Limited ( By BNP Paribas )
07.2023 - 08.2023
  • Gained knowledge of market dynamics and trends
  • Actively engaged in trading and investment strategies
  • Gained basic knowledge of equity market, derivative market, currency market, and commodity market
  • Possessed skills to evaluate market trends and securities using indicators
  • Embraced the concept of Systematic Investment Plan (SIP) and performance valuation using Net Asset Value
  • Gained insights into the intricacies of mutual funds.

Education

MBA - Finance & Marketing

Doon Business School
Dehradun
05.2024

B.com - Taxation

St. Aloysius College
Jabalpur
05.2022

12th - Commerce

St. Gabriel Senior Secondary School
Jabalpur
05.2019

10th -

St. Gabriel Senior Secondary School
Jabalpur
03.2017

Skills

Finance & Taxation Skills :

Skillsetsummary


  • Accounting: Proficient in financial analysis by using ratio analysis, risk management strategies, auditing, cashflow analysis and proficient in budgeting, reconciliations, and financial reporting with a strong command of accounting software such as Tally ERP 9 , MS Excel and a keen eye for detail.
  • Analytical: Proficient in Data Analysis hence undertaken live research on Status and Determinants of live stock insurance in India.
  • Communication: Interpersonal skills, adept at active listening, persuasive oral communication and written correspondence fostering effective team collaboration and client engagement.
  • Management Skills: Proficient in leadership, team coordination, decision-making, project management and strategic planning, with a track record of achieving goals and fostering a productive environment.
  • Project Management Skills: Demonstrated Project Management Expertise in orchestrating financial and marketing initiatives for optimal outcomes.

Certification

Certificate in Applied Finance, Treasury and Analytics, EY, 01/2024

Professionalexperience

Projects Undertaken :Winter Live Project on Status and Determinants of Livestock Insurance in India, 05/30/23,

  • Conducted comprehensive research to gather secondary data on the current state, including market trends and government policies., Identified key determinants influencing the adoption and effectiveness of livestock insurance programs., Created detailed report and presentation to communicate my findings.

Others

Hobbies :

Gymnastics, Travelling, Listening Music

Timeline

Branch Sales Manager

Piramal Enterprises Limited
07.2024 - Current

Intern

Sharekhan Limited ( By BNP Paribas )
07.2023 - 08.2023

MBA - Finance & Marketing

Doon Business School

B.com - Taxation

St. Aloysius College

12th - Commerce

St. Gabriel Senior Secondary School

10th -

St. Gabriel Senior Secondary School
SUMIT VERMA