Munish Dua is seeking a challenging position in a growing financial services organization where he can utilize his experience and organizational skills. He has over 5 years of experience in financial roles. Currently, he works as a Senior Associate at Ameriprise Financial, where he provides backend support for new brokerage accounts. Previously, he worked as a Resource Assistant at McKinsey Knowledge Center, where he conducted research and market intelligence. Munish holds an MBA in Finance and has strong analytical and communication skills. He is interested in continuing his career growth towards a senior management role.

1. MUNISH DUA
Phone: (M) +91 9871270520
Email: munishdua@gmail.com
Seeking a challenging position in a growing Financial Services organization that will enable to utilize my
experience, organizational skills in achieving financial discipline and enhancing overall efficiency of financial
activities and thereby contribute towards business excellence and grow to a Senior Management Level
SYNOPSIS
Solutions Focused, Proactive and industrious MBA (Finance) Professional with strong Academic background. Self-
motivated, Quick learner, knowledge hungry, self-starter adopt in learning new technologies, ability to work in both
independent and collaborative work milieu.
Deep understanding of new technologies and advance applications with focus on delivering business
solutions. Ability to analyse, organizes, and manages challenging projects that promote growth through
individual and product achievement
Process oriented; willing to work in target based environment; poised to tackle the multifaceted challenges
of rapidly changing corporate circumstances.
Possessing excellent communication and collaboration skills to lead and work in concert with diverse groups
effectively. Dedicated and highly ambitious to achieve personal as well as the organizational goals.
WORK EXPERIENCE
Organisation: Ameriprise Financial, Gurgaon
Position: Senior Associate
Experience: Currently working
Time Period: Since February 2014.
Description: Part of New Business team under Advice & Wealth Management (AWM) department.
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Providing backend support for opening new brokerage accounts and maintaining client data information
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Working on different application tools for processing like mainframe (Cola & Beta),Citrix (Cloud Computing),
Eworkflow, Client viewer & Document express etc.
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Good knowledge about Brokerage products & different types of ownership
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Managing team performance numbers and reporting them to manager
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Mentoring New Hires and helping then come up the learning curve
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Updating team with new policy , procedure and maintaining the training material accordingly
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Maintaining MIS reports for schedule adherence for the team
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Building & maintaining Business Partner relationship by interacting with them regularly through
conference calls, meetings & emails whereby making sure their requirements are clearly known; we
perform accordingly and provide work on time with 100% accuracy and effectiveness.
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Organisation: Mckinsey Knowledge Center, Gurgaon
Position: Resource Assistant
Experience: One year Eight months.
Time Period: April 2012 to November 2013.
Description: Part of Corporate & Investment Banking (GFIC CIB) team.
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Extensively working on database sources like Bloomberg Reuters Knowledge, Factiva, Securities & Exchange
Commission (SEC), DataStream, Hoovers, etc
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Specialist in Secondary Research, Strategic insights using appropriate methods and tools, Analysis of Financial
metrics and Competitive Intelligence, Market Intelligence and Updating Consultant database
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Doing market research before entering into a new market; political regulations, laws, culture, population,
competitors, Growth rate etc
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Provide research on Country, Industry Level and Company Level to Client
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Collecting, collating and providing trend analysis on various set of data.
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2. EDUCATIONAL BACKGROUND
MBA (Finance) from Sikkim Manipal University, (Distance Learning) New delhi in
2013 B.com (Pass) from Delhi University (Correspondence) New delhi in 2010
12
th
from Sarvodaya school (CBSE Board)New delhi in 2005
10
th
from Sarvodaya school (CBSE Board)New delhi in 2003
CORE COMPETENCIES
Finance Sincerity and Self-Confidence
Analytical Skills Good eye to minute details
Excellent Communication Skills Basic knowledge of Computer
Having focus & dedication towards work Internet Savvy
PERSONAL DETAILS
Date of Birth: 19
th
October, 1987
Languages Known: English and Hindi
Hobbies: Travelling and Listening to Music
Postal Address: B-13, Amba Bagh, Kishan Ganj New Delhi-110007