Anurag M.

Operations Associate

Mumbai, Maharashtra, India3 yrs 5 mos experience

Key Highlights

  • Finance enthusiast with strong analytical skills.
  • Experienced in identifying investment opportunities.
  • Passionate about market trends and client-focused advisory.
Stackforce AI infers this person is a Finance professional with expertise in market analysis and client advisory.

Contact

Skills

Other Skills

Research SkillsEnglishProblem SolvingResearchAnalytical SkillsStrategy

About

Finance enthusiast with a background in financial advisory and a strong interest in market trends and equity advisory. Experienced in analyzing market movements, identifying investment opportunities, and supporting clients with tailored financial strategies. Skilled in interpreting complex financial data to guide informed decision-making, with a passion for understanding how markets evolve and impact portfolios. Committed to continuous learning and growth within the finance and investment space. šŸ“Š Open to opportunities where I can contribute to insightful analysis, client-focused advisory, and long-term value creation.

Experience

Kotak securities

Assistant Manager

Sep 2025 – Present Ā· 6 mos

Global tours and travels.

Senior Executive

Dec 2024 – Sep 2025 Ā· 9 mos Ā· Mumbai Ā· On-site

  • Advisor, Documentation specialist, client support executive

Jm financial ltd

Financial Advisor

Sep 2023 – Jul 2024 Ā· 10 mos Ā· India

Motilal oswal financial services ltd

Financial Advisor

May 2022 – Sep 2023 Ā· 1 yr 4 mos Ā· Mumbai, Maharashtra, India

Education

Shankar Narayan College of Arts & Commerce

Bachelor of Commerce - BCom — Financial Accounting and auditing.

Jan 2020 – Jan 2022

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