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Prakarsh Jain Resume Updated

Prakarsh Jain is a finance professional with a strong educational background, including CFA Level 2 and MCom degrees. He currently works as a Relationship Manager at Ramah Finserv Pvt. Ltd., where he focuses on client relationship management, portfolio performance, and investment advisory. His skills include ratio analysis, equity valuation, technical analysis, and proficiency in MS Office tools.

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94 views1 page

Prakarsh Jain Resume Updated

Prakarsh Jain is a finance professional with a strong educational background, including CFA Level 2 and MCom degrees. He currently works as a Relationship Manager at Ramah Finserv Pvt. Ltd., where he focuses on client relationship management, portfolio performance, and investment advisory. His skills include ratio analysis, equity valuation, technical analysis, and proficiency in MS Office tools.

Uploaded by

s.a4916
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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PRAKARSH JAIN

+91 8955554947 | [email protected] | (2) Prakarsh Jain | LinkedIn

CAREER OBJECTIVE EDUCATION

To build career in a finance 20 2 2


and investment sector, where • CFA Level 2 passed
I can get the opportunities to 20 19
prove my abilities by accepting • CFA Level 1 Passed
challenges and enhance my 20 2 0- 2 0 21
experience through • Mcom., GOVERNMENT COMMERCE COLLEGE, KOTA
continuous learning and 20 15- 20 18
teamwork. • Bcom., GOVERNMENT COMMERCE COLLEGE, KOTA

SKILLS EXPERIENCE
• Ratio Analysis
• Equity Valuation –Using Ramah Finserv Pvt. Ltd.
Dividend discount March, 2023 – Present
method, Discounted Relationship Manager (Team lead)
cashflow method, Residual • Build and maintain strong relationships with clients, understanding their
Income method, Relative financial goals and risk tolerance.
Valuation Model • Regularly update clients on their portfolio performance and market trends.
• MS Word, MS Excel, MS • Identify and acquire new clients through networking, referrals, and marketing
Power Point initiatives.
• Technical Analysis – In • Conduct thorough research and analysis to provide informed
Share Market – Analyzing recommendations to clients.
candlestick patterns with
different chart patterns • Monitor and review clients’ portfolios to ensure alignment with their
and various momentum investment objectives.
indicators. • Ensure adherence to regulatory requirements and industry standards.
• Stay informed about changes in regulations affecting mutual funds and
INTERESTS investment advisory services.
• Work closely with other team members, including financial advisors, analysts,
and support staff.
• Reading books
• Travelling
• Evaluate clients’ life insurance needs based on their financial responsibilities,
dependents, and long-term goals. This includes understanding their coverage
requirements and recommending appropriate policies.
• Life insurance discussions can be sensitive. Approach conversations with
empathy and respect, especially when discussing topics like death benefits or
critical illness.
• Know the details of various health insurance plans, including individual, family
floater, and critical illness plans. Be familiar with coverage limits, exclusions, and
co-payments.

CERTIFICATIONS
• Financial Modeling – Completed in Dec,2022 – From Henry Harvin Education
• Advance Excel – Using Vlookup with different formulas for various kinds of
data, Index Match, Xlookup, Hlookup.

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