F 38/b, Laxmi Nagar, New Delhi

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Ajay Kumar F 38/B, Laxmi Nagar, New Delhi [email protected] 09718017880 Aspire to build a career with an esteemed organization which will help me in exploring my potential, and fulfill my ambition of rising to the pinnacle of success. Academics 2008 | PGDBM 2005 | B.Com 2002 | XII 2000 | X

| | | |

70% 65% 69% 52%

| LBSIMT Bareilly | Dr.BRA University | CBSE Board | CBSE Board

Area of Specialization Finance & Marketing Practical Exposure Working with Almondz Global Securities Ltd. (Private Clients Group), Delhi since 18 Feb 2008 as a Management Trainee Relationship Manager Acquisition of HNI Clients for Third Party Products as well as our own products Managing the Portfolio of the existing clients and providing advisory services for investment Enhancing existing relationship by constant cross selling of other companies products Providing one stop resolution and information required by the client Constant Co-ordination with the team for error free and timely execution of daily tasks like Redemptions, Purchases, A/c opening, Closing, Pay-ins, Payouts, Off-Market and On-Market transactions Managing a team for periodic delivery of the financial documents and transactions as per the client requirements Worked with ICICI Bank (DST), Agra for 6 months as marketing Executive

Summer 2007 Internship | Summer Trainee | A lleg r o Ca p it a l A d v iso r s Pv t . L t d ., N ew Delhi.

Project Title



‘Studying & streamlining the process of financial planning in ALLEGRO’.



Helped in arranging Tax filing desk in Times Jobs.com, Gurgaon.



To find out the performance of an internal software of Allegro Capital Advisors named ‘Finalle’



To find out the worthiness of ‘Finalle’ for employees as well as for clients.

Winter Project 2007 Project Title •

‘Studying & analyzing the behavior of investors related to mutual funds & other investment options’.



‘Comparative analysis of various company’s mutual fund scheme’s investment pattern’.

Industrial Visits • •

Visited PARLE-G RUDRAPUR (UTTRANCHAL). S.P.SOLVENT RUDRAPUR (UTTRANCHAL).

Achievements •

AMFI Certification (Advisory Module).

• •

NCFM Capital Market (Dealers Module).



Presented a paper on “4P’s of Rural Marketing” in a Symposia on Rural marketing: Strategic Prospective on 23rd March, 2007 NCC”C” Certificate with “B” Grade.

Seminars Attended • •

National Seminar on Emerging Issues and Strategies in Marketing at LBSIMT, Bareilly (2007). National Seminar on The Challenge of Bridging the Urban-Rural Divide at The Hotel Ashok, Chanakyapuri New Delhi (2007).

Computer Skills DOEACC “O” Level With “A” Grade. Tally (5.3, 6.2, 7.1).

Personal Details Father’s Name Leisure Pursuit Languages known DOB

: Mr. A. K. Chauhan : Playing Guitar, Listening to music , Para Ceiling & Tracking. : Hindi, English : Aug 02, 1985

References Dr. Vimal Navin Choudhry

Mr. Nikhil Garg

Co-ordinator Placements & Academics LBS Institute of Management & Technology, Bareilly, (U.P.) Ph: +91-94114-24122, 0581-2429205 / 06

AVP Almondz Global Security Ltd., Delhi Ph: +91-99714-66733, 011-46523060

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