R

Raahul Modi

Business Development Executive

Kolkata, West Bengal, India5 yrs experience
Highly Stable

Key Highlights

  • Strong foundation in finance and investment analysis.
  • Hands-on experience with reputable financial institutions.
  • Proven ability to analyze and present investment strategies.
Stackforce AI infers this person is a Finance Professional with expertise in Wealth and Asset Management.

Contact

Skills

Core Skills

Market AnalysisSales AcumenAsset ManagementClient RelationshipWealth ManagementSales

Other Skills

AIFAnalytical SkillsClient CommunicationCommunicationCorporate FinanceCritical ThinkingCustomer Relationship Management (CRM)Data GatheringDerivativesEmotional IntelligenceEquitiesEquity DerivativesEquity ResearchFact FindingFixed Income Analysis

About

An Arts graduate with a strong passion for finance and investment. After completing my graduation from Calcutta University, I pursued my interest further by enrolling in the NSE-certified Capital Market Professional program at St. Xavier's College, Kolkata. I am also a proud holder of the NISM Series 8-Equity Derivatives certification. My educational journey has been diverse, providing me with a solid foundation in technical and fundamental analysis, and derivatives, as well as sound knowledge of securities operations and risk management. In addition to my formal education, I actively sought out opportunities to expand my expertise in the finance industry. I completed short-term certifications, gaining valuable insights into Portfolio Management and Wealth Management. During my academic journey, I actively engaged in extracurricular activities that complemented my finance skills. One such project was a SWOT Analysis, where I collaborated with fellow students, leading the threat aspect and participating in the presentation. These experiences strengthened my technical abilities, leadership, and teamwork skills. Furthermore, I had the privilege of undertaking internships at reputable financial institutions like JPMorgan Chase Markets, HSBC, and Goodbody. My recent internship focused on wealth management, asset management, and sales & trading. I acquired skills in acquiring clients, identifying unique investor profiles, presenting investment recommendations, calculating portfolio performance indicators, proposing suitable investment portfolios, and mastering the art of prospecting after networking events. These internships provided invaluable real-world experience and enhanced my ability to analyze financial data effectively. My passion for finance goes beyond academic and professional pursuits. In my free time, I indulge in reading non-fictional books, watching podcasts, riding bicycles, and listening to music. These activities maintain a balanced lifestyle and foster creativity, essential qualities in the finance industry. I consider myself resilient, self-motivated, and determined. My excellent communication and interpersonal skills allow me to effectively interact with individuals at all levels of a community. My experience in team projects has taught me the value of collaboration and achieving common goals as a strong team player. Thank you for considering my background and skills. I am excited about the opportunity to connect with you and discuss further.

Experience

Jpmorgan chase & co.

Markets (Sales & Trading)

Jun 2023Jun 2023 · 0 mo · India · Remote

  • I have learned and developed essential skills
  • · Industry Analysis Strategic Rationale Research Communication
  • · Market Analysis Tactical Rational Analytical Skills
  • · Industry knowledge communication
  • · Strategic Rationale Communication Positioning Sales Acumen
  • During the course of this program, that will surely help me in my future endeavors.
Industry AnalysisStrategic RationaleResearchCommunicationMarket AnalysisAnalytical Skills+1

J.p. morgan private bank

Asset Management Virtual Experience Program

Jun 2023Jun 2023 · 0 mo · Remote

  • This program gave me the opportunity to immerse myself in Asset Management, learning the ropes in a range of fields like Identify Unique Investor Profile, Propose Suitable Investment Portfolios, Recommend Stocks to Your Clients, Calculate the Portfolios' Key Performance Indicators, updating Clients on Portfolio's Performance and Future Outlook.I have learned and developed essential skills
  • · Asset Management, Objectives, and Operating Structure
  • · Fact Finding, Client Communication, Client Investment Profile
  • · Understanding Client Needs, Portfolio Construction
  • · Fundamental Analysis, Client Relationship
  • · Portfolio Analysis, Quantitative Analysis
  • · Relationship Building, Research.
Asset ManagementFact FindingClient CommunicationFundamental AnalysisPortfolio AnalysisQuantitative Analysis+1

Goodbody

Wealth Management

May 2023Jun 2023 · 1 mo · Remote

  • This program gave me the opportunity to immerse myself in Wealth
  • Management, learning the ropes in a range of fields like Assessing Client Suitability, How to Prospect after a Networking Event, Asset Allocation and Application, Planning, and Time Management. I have learned and developed essential skills.
  • · Professional Communication, Prospecting, Networking, Sales
  • · Data Gathering, Communication, Financial Basics, Critical Thinking
  • · Asset Allocation, Sales, Applied Theory
  • · Time Management, Project Planning, Prospecting, and Communication Effectiveness.
  • During the course of this program, that will surely help me in my future endeavors.
Professional CommunicationProspectingNetworkingSalesData GatheringCritical Thinking+1

Hsbc

Wealth and Personal Banking Virtual Experience

Jan 2023Jun 2023 · 5 mos · India · Remote

  • During this programme, I got the opportunity to step into the shoes of a HSBC Relationship Manager (RM), working with a new high-net-worth client in our Private Bank and completed tasks that show me the type of work they undertake every day. Relationship Managers work closely with their clients to understand their needs and provide financial solutions to meet them. They combine in-depth knowledge of the financial markets and financial products with a thorough understanding of their client. Their role is to bring the entire bank to the client, identifying the ways in which HSBC can help them.

Self employed

Equity Derivatives Trader

Jan 2018Jan 2023 · 5 yrs · Remote

  • Having sound and profitable market exposure on equity and derivatives (index). Strategies used include straddle, covered call, options spreads, and strangle.

Education

University of Calcutta

Bachelor's degree

St. Xavier's College (Autonomous), Kolkata

NSE Certified Capital Marketing Professional — Capital Market Professional

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