Sayantan Bera
Pursuing PGDM at IMI Kolkata 2024-26 | Member IMI Kolkata Toastmasters Club| Sergeant at Arms| Ex-Intern, Finoability|
Midnapore
1+ year of work experience
Jun 202511 mosPresent
As the Sergeant at Arms (SAA) at the IMI Kolkata Toastmasters Club, I am responsible for overseeing the operational logistics of club meetings, including venue readiness, equipment setup, time management coordination, and protocol enforcement, to ensure a seamless and professional communication environment aligned with Toastmasters International standards.
Jun 202511 mosPresent
Kolkata, West Bengal, India
Apr 20252 mosMay 2025
West Bengal, India
Equity Research & Portfolio Management
• Conducted financial analysis to support investment decision-making and client portfolio recommendations, aligning with customer needs and risk profiling.
• Constructed a portfolio of 10 high-conviction stocks, improving returns by 0.889%.
Mutual Fund Analysis & Portfolio Structuring
• Evaluated 1,400+ mutual fund schemes to identify high-performing investment opportunities and support client acquisition strategies.
• Created customized financial plans based on client profiling, risk appetite, and long-term financial goals, enhancing customer satisfaction.
Jul 20243 mosSep 2024
Kolkata, West Bengal, India
Collaborated with stakeholders to drive funding initiatives, manage relationships, and support revenue generation strategies.
Education
POST GRADUATE DIPLOMA MANAGEMENT, Finance
IMI Kolkata
20242 yrs2026
Master of Commerce, Accounting
vidyasagar university
20212 yrs2023
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