Naman Gupta

Director at SOLO Stationery & Office Supplies
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN

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Credentials

  • Chartered Financial Analyst (CFA) Level 1
    CFA Institute
    Jan, 2018
    - Oct, 2024
  • Research Analyst Certification Exam
    NISM
    Jan, 2016
    - Oct, 2024
  • NISM-Series-V-A Mutual Fund Distributor
    NISM
    Jun, 2015
    - Oct, 2024

Experience

  • SOLO Stationery & Office Supplies
    • India
    • Consumer Goods
    • 1 - 100 Employee
    • Director
      • Jul 2018 - Present
  • Bain & Company
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Acting Associate - Private Equity Practice
      • Oct 2017 - May 2018
  • IIFL (India Infoline Group)
    • India
    • Financial Services
    • 700 & Above Employee
    • Summer Intern
      • Jun 2016 - Jul 2016

      *Researched, analyzed and recommended changes to client portfolios. *Analyzed investment products and their returns using various financial tools. *Prepared a paper on investment options for Indians outside India. *Researched, analyzed and recommended changes to client portfolios. *Analyzed investment products and their returns using various financial tools. *Prepared a paper on investment options for Indians outside India.

  • Birla SunLife Asset Management Company
    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Summer Intern
      • May 2015 - Jul 2015

      *Passed the NISM Mutual Fund Examination *As a part of the Sales Team, established a network with a client across 8 branches in New Delhi to sell BSLMF Products. Recorded 400+ SIPs in sales on the monthly lock in date from the same network. *Visited various counters across Delhi as a part of the ND channel, and organized incentive based contests in order to boost sales of BSLMF products. *Passed the NISM Mutual Fund Examination *As a part of the Sales Team, established a network with a client across 8 branches in New Delhi to sell BSLMF Products. Recorded 400+ SIPs in sales on the monthly lock in date from the same network. *Visited various counters across Delhi as a part of the ND channel, and organized incentive based contests in order to boost sales of BSLMF products.

Education

  • Hansraj College, Delhi University
    Bachelor of Science (B.Sc.), Mathematics
    2014 - 2017
  • Modern School
    2006 - 2014

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