Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic
Puloma Raghav

Puloma Raghav

Oshawa,ON

Summary

MBA from IIM Indore with 4+ years’ experience, in financial markets, specifically, financial market sales, investment management, investment planning, creating client specific investment portfolios, assisting portfolio and fund managers in business document preparations and attending client meetings. 1.5+ years’ experience in financial market sales with high net worth and ultra-high net worth individuals and organizations, preparing investment solutions and portfolios has made me understand both people and numbers very well. Daily interaction with clients, across national and international offices has made me more insightful about types and trajectory of people. 3+ years’ experience working in designing financial market products and offerings, both at the debt and equity market levels has introduced me to the finer nuances of the financial securities market. A 1.5+ year stint with one of the global investment banks has further transformed my understanding of how global sentiments across varied geographies affect the markets and consumer sentiments at different times. 1.5+ years of experience as a part of going back to academia, has helped me bridge the gap between research and practice. It has prepared me better to understand and bridge the gap between academia and corporate. Cleared national Institute of Securities markets (NISM) and Association of Mutual Funds of India Certification (AMFI). I am a self-motivated, dedicated individual with excellent problem-solving and communication skills. I can work independently making decisions in real time under rapidly changing market conditions and within tight timeframes

Overview

7
7
years of professional experience
1
1
Certification

Work History

Research & Teaching Assistant

OB & HR, Indian Institute Of Management
06.2021 - 12.2023
  • Underwent training in crucial human resources (HR) and organizational behavior (OB) disciplines for a total of 18 months.
  • Worked as a research assistant in the (HR) department and presented 2 research papers in national and international conferences.
  • Worked as a teaching assistant and conducted important training & development classes for course specific disciplines and also conducted interview building and communication classes for the MBA students.
  • Assisted department professors with class presentation preparation, course delivery, testing and evaluation.

Investment Analyst

Goldman Sachs, Bengaluru
09.2019 - 06.2021
  • Worked for the emerging markets team in the consumer investment management division.
  • Deliverables included preparation of investment & portfolio analytics, decision support to the sales team, fund performance evaluation and portfolio preparation for clients and portfolio managers.
  • Attended investment meetings with senior portfolio managers for institutional clients.
  • Optimized fund performance with a keen focus on cost control measures and expense management initiatives.
  • Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
  • Supported clients during challenging market conditions by offering sound advice backed up by rigorous due diligence processes.
  • Guided clients through complex financial scenarios using clear explanations and actionable guidance, increasing their confidence in our services.
  • As the role involved daily interaction with teams across geographical borers, it prepared me to understand important facets of the financial and investment markets domestically as well as globally.

Product Manger

ICICI Securities, Mumbai
03.2017 - 09.2019
  • Responsible for portfolio management of high and ultra high net worth individuals and organizations.
  • Existing client base management and new client acquisition through cold calling, network events and seminars.
  • Activating "not traded" and "stop trading" accounts to generate revenue stream.
  • Learned human interactions across different segments, industries and economic levels.
  • Influencing with clarity and cause is what the role taught me
  • Shifted to Product Managers role to design, develop and deliver market relevant products and investment portfolios.
  • Developed product documentation to communicate upcoming features and products to internal teams.
  • Communicated effectively with team members to deliver updates on project milestones and deadlines.
  • I was awarded the "Best management Trainee" award for my new client aquisition.

Education

MBA - General Management

Indian Institute of Management, Indore
Indore, Madhya Pradesh, India
03.2017

High School Diploma -

Delhi Public School, Indore
Indore, Madhya Pradesh, India
03.2012

Skills

  • Collaborative learning
  • Academic Writing & Qualitative Research
  • Critical Thinking
  • Relationship Building
  • Microsoft Office
  • Student Engagement & Interpersonal Communication
  • Academic Research
  • Relationship Management & Faculty Collaboration
  • Tutoring and mentoring
  • Customer Service
  • Fundamental Analysis

Certification

  • National Institute of Securities Markets (NISM)
  • Association of Mutual Funds of India Certification (AMFI)

Languages

English
Full Professional
Hindi
Native or Bilingual

Timeline

Research & Teaching Assistant

OB & HR, Indian Institute Of Management
06.2021 - 12.2023

Investment Analyst

Goldman Sachs, Bengaluru
09.2019 - 06.2021

Product Manger

ICICI Securities, Mumbai
03.2017 - 09.2019

MBA - General Management

Indian Institute of Management, Indore

High School Diploma -

Delhi Public School, Indore
Puloma Raghav