Dapinder Kaur

Operations Associate

Patiala, Punjab, India2 yrs 3 mos experience

Key Highlights

  • Certified in multiple financial domains by NISM and NSE Academy.
  • Strong analytical skills in financial modeling and market research.
  • Proven ability to manage client relationships and portfolios.
Stackforce AI infers this person is a Finance professional with expertise in investment analysis and client relationship management.

Contact

Skills

Core Skills

Market ResearchData AnalysisFinancial ModelingEquity ResearchWealth ManagementClient RelationsPortfolio ManagementSap ImplementationMis ReportingAccountingFinancial Analysis

Other Skills

AmbivertBankingBusiness AnalysisCash Flow ForecastingCompany ValuationDiligentFAR complianceFinancial PlanningGoods and Services Tax (GST)ManagementManagement Information Systems (MIS)Microsoft ExcelMicrosoft OfficeMicrosoft PowerPointMutual Funds

About

๐Ÿ‘‰ I am an inquisitive Equity Trader and Software tester. I am earnest to learn more about the latest investment skills and throughout my journey so far, I have learnt various technical and managerial skills. ๐Ÿ“š Financial modelling ๐Ÿ“š Technical analysis ๐Ÿ“š Financial budgets ๐Ÿ“š Tax preparation ๐Ÿ‘‰ I have excelled in Financial Planning, Accounting and Portfolio Management during my journey with various organizations. I am certified by NISM and NSE Academy in various fields including ๐Ÿ‘ฉโ€๐ŸŽ“ Equity analysis ๐Ÿ‘ฉโ€๐ŸŽ“ Derivatives trading ๐Ÿ‘ฉโ€๐ŸŽ“ Mutual Funds ๐Ÿ‘ฉโ€๐ŸŽ“ Banking ๐Ÿ‘ฉโ€๐ŸŽ“ Insurance ๐Ÿ‘‰ Some of my Qualities that make me who I am: โœจ Ambivert personality leads to better customer engagement โœจ Diligent behavior helps in achieving goals โœจ Punctuality leaving a favorable impression โœจ Upbeat attitude leads to overcome obstacles ๐Ÿ˜‡ Thank you so much for visiting my profile and reaching till here!! If you are looking for a financial or research analyst with knowledge in financial markets who can solve your finance related problems, then you can DM me or email on dapinder5298@gmail.com

Experience

Pluswealth capital management llp

2 roles

IT Compliance & DP Associate

Promoted

Dec 2023 โ€“ Aug 2024 ยท 8 mos ยท Noida, Uttar Pradesh, India ยท On-site

Software Testing Engineer

Nov 2022 โ€“ Dec 2023 ยท 1 yr 1 mo ยท Noida, Uttar Pradesh, India ยท On-site

Tech analogy

Market Research & Analysis Intern

Sep 2022 โ€“ Dec 2022 ยท 3 mos ยท Noida, Uttar Pradesh, India ยท Remote

TableauMarket ResearchManagement Information Systems (MIS)Data Analysis

Equivaluesearch

Financial Modelling Intern

Aug 2022 โ€“ Oct 2022 ยท 2 mos ยท Remote

Equity ResearchFinancial Modeling

Hdfc securities

Relationship Manager

Nov 2021 โ€“ Jun 2022 ยท 7 mos ยท Patiala, Punjab, India ยท On-site

BankingNew Business DevelopmentWealth ManagementClient RelationsMutual Funds

Mastertrust

Wealth Management Intern

May 2021 โ€“ Aug 2021 ยท 3 mos ยท Chandigarh, Chandigarh, India ยท Remote

Portfolio ManagementEquity ResearchFinancial PlanningWealth ManagementClient Relations

Unilever

Accounts Executive Intern

Jan 2021 โ€“ Apr 2021 ยท 3 mos ยท Nabha, Punjab, India ยท On-site

SAP ImplementationMIS ReportingGoods and Services Tax (GST)FAR complianceCompany Valuation

Gsk consumer healthcare india

Finance Intern

Jun 2018 โ€“ Jul 2018 ยท 1 mo ยท Nabha, Punjab, India ยท On-site

AccountingStatistical Data AnalysisCash Flow ForecastingWorking Capital ManagementFinancial Analysis

Education

Punjabi University

BBA+MBA(Dual Degree) โ€” Finance and Financial Management Services

Jul 2016 โ€“ Jun 2021

Modern Senior Secondary School, Patiala

Commerce

Apr 2014 โ€“ Mar 2016

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