Akanksha Jain (Research Analyst)
Research Analyst at Advisorymandi.com- Claim this Profile
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Bio
Experience
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Advisorymandi.com
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India
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Financial Services
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1 - 100 Employee
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Research Analyst
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Sep 2019 - Present
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Ways2Capital | Investment Advisor
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India
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Financial Services
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1 - 100 Employee
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Senior Equity Research Analyst
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Jan 2018 - Jan 2019
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Equity Research Analyst
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Sep 2014 - Jan 2017
To generate Intraday and positional Buy/Hold/Sell calls based on Technical analysis for equity market. • Managed the Portfolio of Retail and High Net worth Clients individually and advising them on the assets allocation within their Portfolio. • Deciding suitable Trading Strategies for Clients according to his Risk Appetite, which can enable him to achieve Capital Appreciation. • Prepared Technical Reports for equity market on daily and weekly basis by analysing chart patterns. • Follow markets closely and discuss factors that affect in the rise and fall of market with Clients. • To coordinate with Sales Team and link the update from the MIS reports. Show less
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State Bank of India
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India
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Banking
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700 & Above Employee
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Summer Internship
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Jul 2013 - Sep 2013
# Selling of financial products i.e. opening of RD and FD,home loan,vehicle loan. #Project Title- Feedback of customers on car loans and homes loans. # Selling of financial products i.e. opening of RD and FD,home loan,vehicle loan. #Project Title- Feedback of customers on car loans and homes loans.
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Education
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2012 - 2014
Prestige Institute of Management & Research, Ring Road, Indore
Master of Business Administration - MBA, Finance and Financial Management Services -
Capital Via Global Research Limited
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National Institute of Securities Markets (NISM)
Investment Advisory module level 2 -
National Institute of Securities Markets (NISM)
Investment Advisory module level 1
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