Summary
Overview
Work History
Education
Skills
Certification
Research Projects
Timeline
Generic

VEDANT PUROHIT

Melbourne,VIC

Summary

Dedicated professional with extensive experience in portfolio management and investment strategy. Skilled in providing tailored financial advice, assessing market conditions, and mitigating risks to optimize client returns. Proven track record in building and maintaining strong client relationships, ensuring regulatory compliance, and delivering exceptional performance tracking and analysis. Adept at conducting in-depth market research, utilizing both technical and fundamental analysis to inform investment decisions.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Loan Administrator

LoansPro
Melbourne
07.2023 - Current
  • Handled loan servicing, payment monitoring, and interest calculations.
  • Analyzed financial statements of applicants to determine credit worthiness.
  • Reviewed loan applications and documents for accuracy, completeness and compliance with lending regulations.
  • Collaborated with other departments to resolve any discrepancies related to the loan process.
  • Maintained confidentiality of sensitive customer data according to company policies.
  • Assisted clients with loan inquiries and issue resolution.

Assistant Manager - Equity Advisor

Motilal Oswal Financial Services Ltd.
Mumbai
12.2021 - 06.2022
  • Assessed client portfolios to understand risk tolerance and investment goals
  • Provided personalized investment advice and trade recommendations
  • Executed trades on behalf of clients in accordance with their investment strategies
  • Monitored market trends and economic developments to advise on portfolio adjustments
  • Conducted risk assessments and recommended risk management strategies.

Business Operation Manager

Fantasy Stock League
Mumbai
07.2021 - 10.2021
  • Implemented cost-saving initiatives and efficiency improvements across departments
  • Streamlined business processes to enhance operational efficiency
  • Conducted regular reviews and analysis of business operations to identify areas for improvement
  • Developed and implemented strategies to optimize resource allocation
  • Negotiated contracts and agreements with suppliers to reduce costs.

Research Analyst

NNM Securities Pvt. Ltd.
Mumbai
05.2020 - 06.2021
  • Managed 30 discretionary wealth portfolios, ensuring client satisfaction and financial growth
  • Assisted in setting up NNM's Portfolio Management Services (PMS)
  • Conducted thorough research and provided research reports to NNM's clients
  • Offered strategic investment recommendations based on market trends and client profiles
  • Monitored portfolio performance and conducted regular reviews for optimization
  • Collaborated with analysts to develop customized investment strategies.

Education

Master degree in Banking & Finance -

Monash University
12-2024

Master degree in Commerce -

University of Mumbai
01.2022

Bachelor degree in Commerce -

University of Mumbai
01.2020

Skills

  • Technical Analysis
  • Financial Modelling
  • Portfolio Management
  • Risk Assessment
  • Investment Advice
  • Trade Execution
  • Market Trend Monitoring
  • Fundamental & Economic Analysis
  • Risk Management Strategies
  • Wealth Portfolio Management

Certification

  • Certificate IV in Finance and Mortgage Broking (FNS40821), Kaplan Professional, 2024, Present
  • Professional Degree in Chartered Market Technician - Level 1
  • RG146 (Financial Product Adviser), KAPLAN PROFESSIONAL, 2024, Present
  • Options Trading Strategies, NISM, 2021
  • Equity Derivatives, NISM, 2021
  • Technical Analysis Module, NCFM, 2020
  • Research Analyst, NISM, 2020
  • Financial Modelling, Leap Up, 2020

Research Projects

Hi-Tech Pipes - Market Research & Analysis
2021 | Company Analysis

  • Conducted comprehensive research on Hi-Tech Pipes, focusing on market trends, competitive landscape, and growth prospects.

JYOTHY LABS LTD. - Financial & Strategic Analysis
2020 | Company Analysis

  • Completed an in-depth research report, analyzing financial performance, market position, and strategic initiatives.

FMCG Industry - Market Trends & Opportunities
2020 | Industry Analysis

  • Executed a comprehensive research project on the FMCG industry, exploring market trends, competitive landscape, and growth opportunities.

Marico - Financial & Market Analysis
2020 | Company Analysis

  • Conducted a thorough analysis of Marico, examining its financial performance, market position, and strategic initiatives.

Timeline

Loan Administrator

LoansPro
07.2023 - Current

Assistant Manager - Equity Advisor

Motilal Oswal Financial Services Ltd.
12.2021 - 06.2022

Business Operation Manager

Fantasy Stock League
07.2021 - 10.2021

Research Analyst

NNM Securities Pvt. Ltd.
05.2020 - 06.2021

Master degree in Banking & Finance -

Monash University

Master degree in Commerce -

University of Mumbai

Bachelor degree in Commerce -

University of Mumbai

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VEDANT PUROHIT