Kapil Kumar (Updated 08.01.2017)
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Kapil Kumar is seeking an executive position and has over 15 months of experience in wealth management and financial consulting. He has a Post Graduate Diploma in Wealth Management and Financial Markets as well as an MBA specializing in Marketing and Finance. His experience includes risk profiling, financial planning, portfolio management, and client services. He is proficient in financial software and holds an NISM mutual fund certification.
Kapil Kumar (Updated 08.01.2017)
- 1. CURRICULUM VITAE C-110/7 New Ashok Nagar New Delhi -110096 Mobile: 8527067811 kapilbaliyan917@gmail.com KAPIL KUMAR OBJECTIVE Hard working, self-motivated, optimistic, responsible, team player and confident under pressure aspiring for promising executive post in an organization. PROFESSIONAL QUALIFICATIONS 2015 Post Graduate Diploma in Wealth Management & Financial Market From IABF (iVenture Academy of Business & Finance) New Delhi (One Year Diploma). 2013 MBA (Specialization in Marketing & Finance) From Mahamaya Technical University, Noida 2011 BBA from HNB Garwal University, Srinagar (Uttrakhand) WORK EXPEREINCE Hum Fauji Initiative (Financial Consultant) 4 Months Experience from May 2015 to August 2015 o Risk Profiling o Making Financial Plan o Collecting Income Tax Detail o Handling HNI Clients FRONTLINE WEALTH MANAGEMENT ( MUTUAL FUND BACK OFFICE EXECUTIVE) 12th Months Experience in mutual fund industry (Currently Working). o Filing Forms Like (Common Application Form, SIP , STP, SWP, Purchase Slip Etc.) o Maintaining Brokerage Sheet o Updating NAV(NET ASSETS VALUE) File in the software (MFD & FINORB SOFTWARE) o Portfolio Correction o Handling Clients Queries. o Coordination with the AMCs for the investments.(For Purchase and Redemption of clients) o Sending Request for Account Statement. o Preparing plan for small investor. o Mapping in the software (MFD & FINORB) o Brokerage Entries. Page 1
- 2. ACADEMIC QUALIFICATIONS 2008 C.B.S.E. (12th ) (With Commerce) 2006 C.B.S.E. (10th ) KEY SKILLS o Six month Diploma in Tally ERP.9. o Attainted workshop of Financial Planning. o Completed Internship in BHEL in Ratio Analysis. NISM CERTIFICATE o NISM- SERIES-V-A MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION. STRENGTH Presentable, outgoing, comfortable in communicating with people from diverse backgrounds, occupations, and cultures Thrive on challenges and quickly adaptable to new environments and responsibilities. Confident and good in co-coordinating with people and a good team player. Capable of handling of assigned work to the best efficient manner. Open and quick at learning new things. EXTRA CURRICULAR ACTIVITIES Participated in Annual Function in school (Plays) Participated in Various Activities in school and college. Played in school cricket team and Inter School Competition. PERSONAL DETAILS Date of Birth : 10th April 1990 Fathers Name : Mr. Braham Singh Permanent Address : Sisauli (New Abadi) Distt. Muzaffarnagar (U.P) PIN- 251319 Hobbies : Listening Music, Cooking, Net Surfing Date: (Kapil Kumar) Place: Page 2