Raahul Modi — Business Development Executive
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.
Stackforce AI infers this person is a Finance Professional with expertise in Wealth and Asset Management.
Location: Kolkata, West Bengal, India
Experience: 5 yrs
Skills
- Market Analysis
- Sales Acumen
- Asset Management
- Client Relationship
- Wealth Management
- Sales
Career Highlights
- Strong foundation in finance and investment analysis.
- Hands-on experience with reputable financial institutions.
- Proven ability to analyze and present investment strategies.
Work Experience
JPMorgan Chase & Co.
Markets (Sales & Trading) (0 mo)
J.P. Morgan Private Bank
Asset Management Virtual Experience Program (0 mo)
Goodbody
Wealth Management (1 mo)
HSBC
Wealth and Personal Banking Virtual Experience (5 mos)
Self Employed
Equity Derivatives Trader (5 yrs)
Education
Bachelor's degree at University of Calcutta
NSE Certified Capital Marketing Professional at St. Xavier's College (Autonomous), Kolkata