Mohit Kumar

Business Development Executive

Gurugram, Haryana, India3 yrs 7 mos experience

Most Likely To Switch

Key Highlights

Strong foundation in finance with MBA.
Proven track record in portfolio management.
Passionate about startups and investment opportunities.

Stackforce AI infers this person is a Finance professional with a focus on Private Equity and Investment Management.

Contact

Skills

Core Skills

Financial ModelingPortfolio Performance AnalysisPortfolio ManagementWealth Management ServicesLeadershipProject ManagementEquity Research

Other Skills

Adobe PhotoshopAnalytical SkillsBRSBudgeting & ForecastingBusiness AnalysisBusiness DevelopmentBusiness LawBusiness ProcessBusiness StrategyCanvaCapital MarketsClient RelationsClient ServicesCommunicationComparable Analysis

About

Mohit is an MBA in finance currently navigating the world of Private Equity. He is dedicated to building a strong foundation in finance and developing his skill set. With a commitment to continuous learning and a deep interest in the financial industry, Mohit is eager to apply his knowledge and contribute to the field. He also harbors a strong interest in startups, viewing them as a source of inspiration and potential investment opportunities. As he progresses in his corporate journey, Mohit seeks to connect with industry professionals, network with like-minded individuals, and explore future opportunities to grow and thrive in the finance sector. Feel free to connect with him to share insights, discuss potential collaborations, or exchange ideas related to finance and the ever evolving world of startups.

Experience

3 yrs 7 mos

Total Experience

10 mos

Average Tenure

1 yr 5 mos

Current Experience

Acuity knowledge partners

Private Markets Associate

Dec 2024 – Present · 1 yr 5 mos · Gurugram, Haryana, India

Financial ModelingDCF ValuationPortfolio Performance AnalysisClient Services

Kotak mahindra bank

Management Trainee

Jun 2024 – Dec 2024 · 6 mos · Bengaluru, Karnataka, India · On-site

Delivered comprehensive universal banking services to High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) with a combined portfolio exceeding ₹500Mn.
Led strategic cross-selling and upselling initiatives across retail liability and asset portfolios, delivering on an annual collective target of 300 products.
Conducted comprehensive client needs assessments to develop customized financial solutions, resulting in a 30% expansion of the portfolio.

Portfolio ManagementWealth Management ServicesRetail BankingCustomer Relationship Management (CRM)Financial Planning

Equinox, the e - cell of nmims bengaluru

2 roles

President

Promoted

Apr 2023 – Mar 2024 · 11 mos

Written CommunicationProject ManagementTeam ManagementTeam BuildingLeadership

Member

Jul 2022 – Apr 2023 · 9 mos

Adobe PhotoshopDesignCanva

Mudra, nmims bangalore

Member

Feb 2023 – Mar 2024 · 1 yr 1 mo

Written Communication

Tavaga

Intern

Feb 2023 – May 2023 · 3 mos

Acquired practical proficiency in personal investment planning by directly interacting with more than 500 clients.
Utilized various valuation methods, such as DCF and comparable analysis, to determine the intrinsic value of equities and assisted in managing and optimizing more than 20 investment portfolios.
Developed and maintained complex financial models in Excel to forecast future financial performance, supporting strategic decision-making.
Assisted in preparing more than 30 financial reports and ensuring adherence to relevant financial regulations and compliance standards

DCF ValuationPortfolio ManagementComparable AnalysisEquity ResearchFinancial ModelingFinancial Statement Analysis

Agile capital services

Intern

Sep 2022 – Oct 2022 · 1 mo · New Delhi, Delhi, India

Capital Markets
Equity
Fundraising
Investment Research
EIC Framework
Financial Analysis

Written Communication

Academic committee of nmims bangalore

Member

Jul 2022 – Feb 2023 · 7 mos

Worked as part of the Academic team to bring in internship opportunities for the MBA cohort of NMIMS Bangalore.

Interpersonal CommunicationAdobe PhotoshopDesignCanva

N.k. bhandari, parveen & co.

Intern

Oct 2020 – Nov 2020 · 1 mo · Dehradun, Uttarakhand, India

Applied my learning in BCom in real-time by interning at a Chartered Accounting firm.
My roles included GST filing, accounts reconciliation, and preparation of final accounts.
I was also responsible to interact with clients.

Written Communication

Human rights and social justice association

Social service

May 2020 – Jun 2020 · 1 mo · Dehradun, Uttarakhand, India

Worked at the forefront during the first Covid wave to provide relief to people who were in need.
Distributed ration kits, provided temporary rehabilitation to the homeless, arranged transport to send people home and amplified and verified leads for hospital beds.
Was awarded a Corona Warrior Certificate by the President of the organization.

Microsoft ExcelGoods and Services Tax (GST)Tally ERPBRSFinal Accounts