1. CURRICULUM VITAE
C-110/7
New Ashok Nagar
New Delhi -110096
Mobile: 8527067811
kapilbaliyan917@gmail.com
KAPIL KUMAR
OBJECTIVE
“Hard working, self-motivated, optimistic, responsible, team player and confident under pressure aspiring
for promising executive post in an organization.”
PROFESSIONAL QUALIFICATIONS
2015 Post Graduate Diploma in Wealth Management & Financial Market
From IABF (iVenture Academy of Business & Finance) New Delhi
(One Year Diploma).
2013 MBA (Specialization in Marketing & Finance)
From Mahamaya Technical University, Noida
2011 BBA from HNB Garwal University, Srinagar (Uttrakhand)
WORK EXPEREINCE
Hum Fauji Initiative (Financial Consultant)
4 Months Experience from May 2015 to August 2015
o Risk Profiling
o Making Financial Plan
o Collecting Income Tax Detail
o Handling HNI Clients
FRONTLINE WEALTH MANAGEMENT ( MUTUAL FUND BACK OFFICE EXECUTIVE)
12th
Months Experience in mutual fund industry (Currently Working).
o Filing Forms Like (Common Application Form, SIP , STP, SWP, Purchase Slip Etc.)
o Maintaining Brokerage Sheet
o Updating NAV(NET ASSETS VALUE) File in the software (MFD & FINORB SOFTWARE)
o Portfolio Correction
o Handling Clients Queries.
o Coordination with the AMCs for the investments.(For Purchase and Redemption of clients)
o Sending Request for Account Statement.
o Preparing plan for small investor.
o Mapping in the software (MFD & FINORB)
o Brokerage Entries.
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2. ACADEMIC QUALIFICATIONS
2008 C.B.S.E. (12th
) (With Commerce)
2006 C.B.S.E. (10th
)
KEY SKILLS
o Six month Diploma in Tally ERP.9.
o Attainted workshop of Financial Planning.
o Completed Internship in BHEL in Ratio Analysis.
NISM CERTIFICATE
o NISM- SERIES-V-A MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION.
STRENGTH
Presentable, outgoing, comfortable in communicating with people from diverse backgrounds, occupations,
and cultures
Thrive on challenges and quickly adaptable to new environments and responsibilities. Confident and good in
co-coordinating with people and a good team player.
Capable of handling of assigned work to the best efficient manner.
Open and quick at learning new things.
EXTRA CURRICULAR ACTIVITIES
Participated in Annual Function in school (Plays)
Participated in Various Activities in school and college.
Played in school cricket team and Inter School Competition.
PERSONAL DETAILS
Date of Birth : 10th April 1990
Father’s Name : Mr. Braham Singh
Permanent Address : Sisauli (New Abadi) Distt. Muzaffarnagar (U.P) PIN- 251319
Hobbies : Listening Music, Cooking, Net Surfing
Date: (Kapil Kumar)
Place:
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