Headline

Finance Professional | Wealth Management | Financial Modelling & Valuation | NISM V-A (Pursuing) | MBA — Globsyn Business School

About

Finance has always been my first love. During my MBA, while most students were doing case studies, I was building a 20-page Financial Model on HDFC Bank — covering 3-Statement Modelling, DCF Valuation, Relative Valuation, DuPont Analysis, and Altman Z-Score — not because it was assigned, but because I genuinely couldn't stop. I completed Investment Banking simulations from Citi and JPMorgan Chase on Forage, hold a B.Com in Accountancy from University of Calcutta (73.41%), and am currently pursuing NISM V-A certification. My background combines: → Strong financial analysis and valuation skills → Real client-facing sales experience (Pantaloons + HDFC Life) → MBA in Marketing — which gives me communication and relationship skills most finance-only candidates lack I'm actively building a career in Wealth Management and Financial Advisory — where analytical depth meets client trust. Currently open to: Wealth Associate | RM Trainee | Financial Planning Associate roles in Kolkata.

Location

Kolkata

Work experience

Sales Executive at Aditya Birla Fashion and Retail Ltd., May 2025 - Jul 2025 · 3 mos, Kolkata, West Bengal, India, Aditya Birla Fashion & Retail (Pantaloons) | Kolkata | May 5 – July 27, 2025 1. Handled in-store responsibilities including product display, shelf refilling, and maintaining merchandising standards. 2. Assisted customers with queries and purchases, delivering polite and effective service to ensure a positive shopping experience. 3. Contributed to achieving daily sales targets through strong communication and customer handling skills. 4. Coordinated with the warehouse team to manage inventory and place orders for required products. 5. Gained hands-on exposure to retail operations, customer service, sales processes, and inventory management.

Education

Master of Business Administration - MBA, International Business, Globsyn Business School

Bachelor of Commerce - BCom, Accounting and Finance, City College of Commerce and Business Administration, Kolkata