Mandeep Goyal

Seeking position as Financial and Marketing Analyst in an organization where I can utilize my knowledge and experience and put them into practice, so that I can contribute to the success of organization that offers continued learning and growth.

Financial and Marketing Specialist - GUJARAT ECONOMIC ROADWAYS - Ahmedabad, India

(2009-04)

• Collected and studied past data to determine current cost and profit, based on that develop strategy in order to maximize the profit by reducing cost.
• Meeting clients on regular basis to determine their needs, discuss about company services, collect data, make recommendations and prepare detail report.
• Handling all the problems and queries of the clients and providing solutions to these problems.
• Conduct extensive market research on regular basis to identify potential clients.

Management Trainee - ICICI PRUDENTIAL LIFE INSURANCE Co LTD - Ahmedabad, India

(2008-10 - 2009-03)

Since October 2008, part of ICICI Prudential Regional project team and responsible for:

• Daily MIS flow – Branch wise / Cluster wise.
• Weekly, Monthly and Quarterly sales forecasting for the Region.
• Co-ordination with Cluster Managers / Branch Managers.
• Running various sales initiatives for the regions which includes; implementations, monitoring and final result flow.
• Support Regional Head for PMS of sales management teams.
• Coordinating training and organizing sales review meetings for the Region.

Investment Advisory - KOTAK SECURITIES LTD - Bangalore, India

(2008-03 - 2008-09)

• Assisted clients in execution of variety of market transactions in equities.
• Handled equity portfolio of HNI clients ranging from Rs 10 lakhs to Rs 25 lakhs.
• Preparation of daily report/MIS
• Expert in Meta Stock Software to carry out Technical Analysis.
• Created Technical Analysis charts using MetaStock of Global Indices, so as to know trading level for upcoming weeks.

Summer Internship Program - INDIA INFOLINE LTD - Bangalore, India

(2007-02 - 2007-05)

• My project title was "Analysis of Global Capital Market" and I did analysis of Indian stock market and French stock market using fundamental and technical analysis.
• Also carried out analysis on economic and political events to find out whether these events contribute to the market or not.
• Extensive use of software MetaStock for technical analysis purpose.

Masters of Business Administration - Business Administration - Institute of Chartered Financial Analysts of India (2006-05 - 2008-03)

Bachelors of Business Administration - Business Administration - N.R. Institute of Business Administration (2002-06 - 2005-05)

Diploma in Business Finance; Advance Diploma in Finance and CFA - Finance - Institute of Chartered Financial Analysts of India