Headline

Financial Analyst | Equity Research & BFSI Strategy | NISM Series VIII Certified | Portfolio Management & Data Analysis

About

Analytical finance professional with a pivot towards Equity Research and Financial Analysis. Currently pursuing an MCA and NISM Series VIII (Equity Derivatives) certified. I specialize in market data modeling, fundamental analysis, and portfolio management strategies within the BFSI and FinTech sectors. My background includes roles as a Relationship Manager and Assistant Manager at SBI Securities and Almondz, where I shifted focus from client relations to deep-dive securities analysis, financial forecasting, and IPO assistance. I am seeking remote-first opportunities that leverage my skills in quantitative analysis, equity research, and operational strategy. Key Competencies: - Equity Research & Fundamental Analysis - Financial Modeling & Forecasting - NISM Series VIII: Equity Derivatives - BFSI Sector Strategy - Data-Driven Decision Making - Portfolio Management Contact: +91 7977136393 | kajalsingh1334@gmail.com

Location

Delhi

Work experience

Relationship Manager /Portfolio Manager at SBI Securities, Sep 2025 - Present · 11 mos, Noida, In my current role at SBI Securities, I have pivoted from traditional relationship management to a more analytical and research-driven focus. I am actively involved in analyzing market trends, evaluating equity derivatives (NISM VIII focus), and providing data-backed insights for portfolio optimization. Responsibilities include: - Conducting fundamental and technical analysis for client portfolios. - Monitoring market volatility and identifying trading opportunities in the derivatives segment. - Collaborating with the research team to deliver comprehensive investment reports. - Utilizing data modeling techniques to project market performance and risk factors. - Assisting in the valuation of securities and evaluating target prices for IPOs.

Assistant Manager at Almondz, Sep 2024 - Sep 2025 · 1 yr 1 mo, India

Assistant Manager at Almondz, Sep 2024 - Sep 2025 · 1 yr 1 mo, Delhi, India

Portfolio Managing at Religare Broking Ltd, Jul 2024 - Aug 2024 · 2 mos, Noida, Uttar Pradesh, India

Equity Advisor at Motilal Oswal Financial Services Ltd, Jul 2022 - Nov 2023 · 1 yr 5 mos, Mumbai, Maharashtra, India

Education

Master of Computer Applications - MCA, Computer and Information Sciences and Support Services, Bharati Vidyapeeths Institute of Management Studies & Research