Chess
UTKARSH JAIN
Analyst
Rajakhera,RJ
Summary
To pursue highly rewarding career in the area of my specialization whereby I could offer my full potential to the company and contribute to the long term growth of the company. Also, I strive to apply all my Managerial Principles, Business Methodologies, Financial Techniques and Skills and Research Methodologies to create solutions for real-world problems.
Overview
1
1
year of professional experience
5
5
years of post-secondary education
5
5
Certifications
2
2
Languages
Work History
Senior Executive
ICICI Securities Ltd
Pune, Maharashtra
11.2020 - 09.2021
- Data Research of several Asset Management Companies
- Analyzed various types of Investment working in aid of Applications
- Worked on Security Holding, Mutual Funds, Index Securities and other Complex Securities
- Portfolio analysis of the clients
- Designed Performance Report for Client for future performance of Client portfolio
- Estimated and forecasted data by handling Excel Sheet
- Handled List Making on Application or other Securities
- Understand & Interpret Investment Guidelines
Account Executive
Varun Beverages Limited, PEPSI.CO
Gurugram, Haryana
12.2017 - 05.2018
- Calculated of ratios and comparison with peer companies
- Handled the import and export of goods of the company branch
- Sales Volume Reconciliation was done for various PEPSI.CO products
- Managing client accounts using SAP
- Deduced the financial position of the companies
Education
MBA - Finance And Marketing
ICFAI Business School
Pune 06.2018 - 02.2020
Bachelor Commerce - Accounting And Finance
Jain Subodh Commerce & Arts College
Jaipur 06.2014 - 05.2017
Skills
Fact checking & Validation skills
Analytical and critical skills
Data Analysis
Team Management
MS Office
Corporate Communication
Interpersonal & Networking
Projects Undertaken / Internship
IDFC First Bank Limited
- Conducted questionnaire-based survey to understand customer perception regarding Consumer Durable
- Various drivers, restraints, opportunities, and challenges of market, regional analysis, competitive landscape, Application Insights, and Platform analysis are covered in the report.
- Additional work involves the SWOT analysis, Report Description, Company Profiles, Extensive Company Profiles, Driver, Restraints and Opportunity analysis and Articles.
Certification
Live Workshop of Python Training by Eduyear
Accomplishments
- Received Best Performing Employee for FY-21 in ICICI Securities Ltd.
- Stood 2nd in District level chess competition in 2009, 2010 & 2011
Interests
Cricket
Affiliations
Date of Birth : 21 June, 1996
Gender : Male
Nationality : Indian
Timeline
Live Workshop of Python Training by Eduyear
08-2021
Senior Executive
ICICI Securities Ltd
11.2020 - 09.2021
Excel Course – Spreadsheet Formulas for Finance
08-2020
Financial modelling and forecasting financial statements
07-2020
Introduction to Corporate Finance by Corporate Finance Institute
07-2020
Marketing Analytics by Coursera E-learning
06-2020
MBA - Finance And Marketing
ICFAI Business School
06.2018 - 02.2020
Account Executive
Varun Beverages Limited, PEPSI.CO
12.2017 - 05.2018
Bachelor Commerce - Accounting And Finance
Jain Subodh Commerce & Arts College
06.2014 - 05.2017