1. Deepesh Joshi, CFA, (Charter No. C3655)
Email Id: deepeshjsh@yahoo.co.in
Phone: +91 9713484581,
Passport No.: G6108414
Objective
To strive for Excellence in the field of Customer Handling in BPO sector and Market Research in KPO
sector – Aiming for challenging middle level assignments in Team handling & Project Management with
an organization of high repute preferably in any part of India
Brief Summary
Total Work Experience +7.5 Years
Organization Associated with
Live Technician Pvt. Ltd., Teleperformance India, Genpact, Infosys
Limited
Educational Qualification Chartered Financial Analyst, (CFA, 2007), B.A in English Literature
Key Working Areas
Customers Handling, Inbound & Outbound Calling, Tech sales,
Business development, Detail Company Profiling, Consultancy & Market
Research, Financial statements Analysis & Modeling, Business
Research, Commodity Research, Report Writing, Expertise in PPT,
Prominent in Excel Modeling, Databases knowledge, Securitization &
Structured Finance Products Research
(CDO/RMBS/CMBS/ABS/ABCP), Team handling
Certifications Lean & GB Trained and Tested
Awards and Accolades
Won Employee of the Month Award in 2016 (Teleperformance)
Won Silver Award for a Commodity Research and Data Modeling Project
in 2013. (Genpact)
Won Best team Award in 2009 (Infosys)
Work Experience:
Current Employer: Live Technician Pvt. Ltd, Indore: Working as a Tech Sales Expert since Apr 2016
Job Responsibilities:
• Working for US, Canada, and UK customers to provide technical support
• Providing best possible resolution for their computers, laptop & Mobiles
• Selling software’s to improve & optimize the system
• Taking Inbound & Outbound calls with maintaining database on CRM
• Educating customers about the products & process
Previous Employer: Teleperformance India, Indore: Worked as Customer Service Associate since
Jun. 2015 to Apr. 2016
Job Responsibilities:
• Worked with leading Postal MNC to support its customers from all around the World
• Took Inbound & Outbound calls while creating cases on CRM
2. Previous Employer: Genpact Analytics Kolkata: Worked as Assistant Manager since Nov. 2011 to
Aug. 2014
Job Responsibilities:
• Worked with IT & Mining Client to support its secondary research work requirements. The
research and analytics work was based on Economic-Industry-Company (E-I-C) analysis
framework
• Worked on presales research reports for various industries such as construction equipment,
Mining & commodities, Storage Network providers, backup cameras, wearing healthcare devices
etc.
• Prepared detailed company profiling for top players in each of the industries mentioned above
• Porter's Five forces analysis, SWOT Analysis
• Prepared Investment strategic reports for various geographies including India, Indonesia, Serbia,
Madagascar, Brazil, etc. The report focused on data such as macro-economic trends, political
economic outlook, contribution of mining industry in the region and recommendations of
investment
• Performed financial statement analysis and modeling for the mining entities. Also worked on the
various excel based models to customize the client requirements
• Worked on a project that has analyzing the agricultural product outlook (soft commodities) and
country's’ outlook where the soft commodity production and prices are volatile and significant
(basically low and middle income countries such as Madagascar, Brazil, DRC, Mongolia etc.
Analysis includes executive summary of the month, products price benchmarking, leading exports
share, weather changes, policy changes, food security and cereals demand supply
• Worked on primary research requirements, prepared questioner and done SPSS data analysis
• Also prepared commodity specific detail reports (Base metal, rare earth, minerals and Agri-
commodities) including price forecasting and future outlook
Previous Employer: Infosys Technology Ltd: Worked as Associate Business Analyst from Jul.2009 to
Oct. 2011
Job Responsibilities:
• Performed suppliers and competitor’s analysis for a global leading mining company
• Built and maintained the “Commodity” & “Economic” Tracker which include commodity prices,
interactive graphs and charts and economic statistics
• Prepared Market Intelligence Report on commodities (Alloys, Refractories, Aluminium Fluoride,
Carbon Cathodes, Coke & Pitch) consisting suppliers update, Market Overview, Price Trend, &
Competitor’s analysis
• Financial Analysis of the mining companies which includes Ratio Analysis, Margin Analysis, and
Cost Analysis
• Performed Management reporting work which includes monthly Mine & Metal and Raw Material
report, Monthly Services report, Bi-Weekly Dashboard preparation and, Monthly Plan Trackers for
GMs
• SWOT & PESTEL Analysis for the vendors & suppliers of the commodity
Previous Employer: Infosys BPO Ltd: Worked as Research Associate since Nov. 2007 to Jun. 2009
Job Responsibilities:
• Performed support in sell-side securitization research by giving updates & research
commentaries on US Securitization deals across 5 sectors- RMBS, CMBS, CDO, ABCP & ABS.
• Built up Excel models for credit analysis of newly issued deals
3. • Analyze the Rating changes that have taken place every week & provide commentaries on
reasons for changes
• Covered Mortgage market/Rating agency news/views on US Structured Finance market and
market players
• Identified performance of the CDO deals by analyzing the Key indicators
• Prepared monthly & weekly barometer for the investors to understand the Structured Finance
Market
• Worked for a “Hedge Fund” as a part of credit research team and done Financial Modeling of US
& UK subprime affected entities which included Company’s Overview, Historic Price Trend, News
& Strategies, and Financial Statements analysis
FINANCIAL ANALYSIS TRAINING PROGRAM
Cygnus Business Consulting & Research, Hyderabad
I had undergone a 3-month internship program to get exposure to corporate working environment and to
get well equipped with research and analysis skills. The purpose of the internship program is to make the
participants become conversant on Economy-Industry-Company (E-I-C) framework and Equity Research,
which is the base for scores of business functionalities and divisions.
Projects
Organization : Cygnus Business Consulting & Research, Hyderabad
Project Title : Financial Analysis Training Program
Project Completed : Company Scan –Bharat Heavy Electricals Limited.
Product Scan –Chlor-alkali
Economy Analysis –Indian Economy
Industry Analysis –Engineering Industry
: Company Projection, Company Valuation, Financial Modeling
Educational Qualifications
Academic
Qualifications
University / Board / Institute Year of
Passing
Percentage
CFA ICFAI, India 2007 56
B.A. Mohanlal Sukhadia University, Udaipur 2002 50.44
10+2/Intermediate Board of secondary education Rajasthan 1999 56.92
SSC Board of secondary education Rajasthan 1997 60.91
Computer Proficiency
• Working knowledge of MS Office (Excel, Word and Power Point Presentation)
• Working knowledge of various databases like Sales force, Investigation & Query System,
Bloomberg, Capital IQ, DataStream, Brook hunt, Global trade Atlas, The Markets, Thomson one,
Asian metal, Industrial Minerals, Metal Bulletin, Global Insight, Hoovers, and Factiva,
Personal Details
4. Date of Birth : 12th
October, 1981
Languages Known : Hindi, English, and Gujarati
Permanent Address : Tripolia Road, Near Ghantaghar Tower
Banswara -327001
Rajasthan
Current Address : 43A, Road no. 3, near Mangal City, Vijaynagar, 452010, Indore