Kashish Kapoor

Business Development Executive

Bengaluru, Karnataka, India3 yrs 7 mos experience
Highly Stable

Key Highlights

  • Expert in content creation across multiple formats
  • Proven track record in video production and PR
  • Strong analytical skills in finance and equity research
Stackforce AI infers this person is a Fintech professional with strong content and analytical skills.

Contact

Skills

Core Skills

Content StrategyVideo ProductionPersonal BrandingContent DevelopmentSeoSalesClient Services ManagementAuditingBusiness AnalysisEquity ResearchWriting

Other Skills

AccountingBrand StrategyClient ServicesCommunicationCustomer ServiceData AnalysisData EntryEquity ValuationFactor AnalysisFigma (Software)Financial AnalysisFinancial ModelingGraphic DesignKey Account ManagementManagement

About

I want to make myself a better person before I die

Experience

Zerodha

Business Analyst - Content & Education

Sep 2024Present · 1 yr 6 mos · Bengaluru, Karnataka, India · On-site

  • writing for Markets by Zerodha and researching for Rainmatter
Factor AnalysisContent StrategyWritingFigma (Software)Public RelationsVideo Production

Phonepe

3 roles

Senior Executive - Content & Education @ Share.Market

Aug 2023Aug 2024 · 1 yr · On-site

  • Employee #2 in Content & Education @ Share.Market
  • Leading end-to-end video production, from ideation and scripting to post-production, by collaborating closely with video editors and third-party agencies. Ensuring the final output aligns seamlessly with our overarching marketing objectives across various platforms.
  • Served as the primary point of contact for PR-related articles, collaborating closely with the PR team to meet tight deadlines. Additionally, took the initiative to ideate and conceptualize outbound PR articles, enhancing team capabilities in crafting impactful and timely content.
  • Led quant content initiatives collaborating with the CIO, acting as a solo quant researcher and personally designing visuals using tools like Figma for impactful deliverables.
Content DevelopmentContent StrategyWritingSocial Media ManagementSearch Engine Optimization (SEO)SEO

Associate - Content & Education @ Share.Market & WealthDesk

Jul 2022Aug 2023 · 1 yr 1 mo · On-site

  • Spearheaded the social media team, serving as the sole point of contact for social media coordination, which involved orchestrating content scheduling and seamless collaboration among content writers, video editors, graphic designers, and the marketing team.
  • Oversaw SEO article curation/optimization, providing feedback to colleagues for continuous improvement. Led knowledge transfer for seamless transition, ensuring new articles met marketing team expectations and upheld high-quality standards.
  • Employed data-driven insights and industry research to optimize content for search engines thereby driving targeted traffic to the website
Operations ManagementValue InvestingRelationship DevelopmentSalesCustomer ServiceKey Account Management+1

Associate - Wealth Management Partnerships and Sales @ WealthDesk

Jul 2022Jul 2023 · 1 yr · On-site

  • Strategize M-o-M increase in AuA for WealthBaskets by initiating & maintaining relationships with Curators through B2B and/or content led initiatives
  • Responsibly onboarded 10+ WealthBasket curators on the platform by assisting in operational and compliance checks.
  • Worked closely with Founder’s office to create strategic decks being presented at group-level board meetings driving critical business
AuditingU.S. Generally Accepted Accounting Principles (GAAP)Accounting

Deloitte india (offices of the us)

Audit and Assurance Intern (PPO Holder)

Jul 2021Jul 2021 · 0 mo · Remote

  • Worked under Technology cluster catering to clients in Neo-Banking, Payment Solutions, and Bio-Tech subsectors and tied-Out 10Q quarter fillings for multiple clients leveraging Omnia/EMS Audit Innovation Tool.
  • Received 20+ hours of training on Auditing, Deloitte Audit Innovation Tools, Softskills and InsurTech.
  • Curated a presentation for the Internal Research Project on "How audit is an aid to help management in decision making?" and delivered the same to Senior Managers.
Business AnalysisFinancial ModelingProduct Analysis

Goalteller

Intern

May 2021Jun 2021 · 1 mo · Bengaluru, Karnataka, India · Remote

  • Modeled a dynamic excel master sheet to assist in choosing apt Large Cap, Small Cap and smallcase funds as per clients’ risk-return profile.
  • Conducted data driven exhaustive research on “Passive Index Funds vs Active Funds” for portfolio selection.
  • Worked towards curating scripts on fundamental financial concepts for our “explainer videos” to assist clients in smoothly navigating our website.
Value InvestingEquity ResearchWritingFinancial Analysis

Anupam roongta

Research Trainee

Feb 2021Mar 2021 · 1 mo

  • Prepared comprehensive reports on publicly listed companies for client’s portfolio selection
  • Analyzed qualitative and quantitative information to conduct analytic and strategic research

Kashishkapoor.com

Owner

Jun 2020Present · 5 yrs 9 mos

  • Created content on personal finance and investing, across formats (video, audio, text, visuals) and platforms (YouTube, Spotify, LinkedIn, Medium, Blog) with millions of impressions.
  • Produced digital assets like “Financial Independence Calculator”, “Fundamental Analysis Excel Sheet” and "Money Mastery".
  • Learnt copywriting, scripting, video editing, graphic designing, social media management on the way.
Personal BrandingBrand StrategySocial Media ManagementVideo EditingGraphic DesignContent Development

Ventura securities ltd

Equity Research and Valuation Intern

Apr 2020Jun 2020 · 2 mos · Delhi, India

  • Was the only Undergraduate Intern selected amongst students from reputed B-Schools
  • Conducted in-depth Equity Research and Valuation analysis of Sudarshan Chemical Industries Limited SUDARSHANCHEM (NSE)
  • Researched about future prospects of Chemical Industry in context to Indian scenario with special emphasis on Pigment Sector
  • Learned the process of making Equity Reports
  • Conducted Financial Analysis, Business and Industry Analysis, Management Analysis and Valuation Analysis for the given company
  • Prepared a financial model for the company and carried out its DCF valuation
  • Learnt the methods of interpreting financial and non-financial information provided in Annual Reports, Investor Presentations, Credit Rating Reports and Analyst Con-Calls

Sanguine capital

Equity Advisor Intern

Apr 2020Jun 2020 · 2 mos · Faridabad, Haryana, India

  • Received training from Founder of the organization for 45+ hours on the following modules:
  • a) Derivative Trading
  • b) Technical Analysis
  • c) Fundamental Analysis
  • Prepared 25+ reports over the span of two months on various events happening in the financial markets
  • Analyzed financial data and public records of companies, and use this analysis to determine the value of the company's stock and to predict the company's future financial picture.
  • Focused on research and analysis with quantitatively analyzing a stock's statistical data in relation to the recent market.

Chegg inc.

Subject Matter Expert - Finance

Apr 2020May 2020 · 1 mo · Delhi, India

  • Assisted college students by answering core finance questions of their academic curriculum
  • Maintained 90%+ CF score thereby ensuring healthy answer quality

Metvy

Marketing Intern

Mar 2020Mar 2020 · 0 mo · New Delhi Area, India

  • Pitched 10+ societies of multiple colleges across the University of Delhi to collaborate with Metvy in initial stages.
  • Achieved time-bound target of materializing 50+ downloads of the app to kickstart its virtual presence.
Writing

The financial doctors

Financial Technical Analysis Trainee

Sep 2019Nov 2019 · 2 mos · Delhi, India

  • Conducted Technical Analysis of 30 currencies using Trend Lines, Volume, Support & Resistance
  • Impact: Squared weekly losses in the 5%-7% range for 3 weeks while trading in currencies at the virtual FXCM platform (ZuluTrade)

Education

Sri Guru Tegh Bahadur Khalsa College

B. Com (H) — Accounting and Finance

ACCA

Accounting and Finance

Pinegrove School

High School Diploma

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