Neeraj Gupta

1. Associated with Kaplan Professional,Middle East from March 2023 – Till Date as an Associate for Corporate Clients.

Work Profile : The role entails conducting online and offline workshops for the corporate clients of the company like Saudi National Bank, Aramco,Public Investment Fund,etc in the domain of:

• Financial Statement Analysis
• Project Finance
• Financial Modelling and Valuation
• Financial Markets and Instruments
• Portfolio Management

2. Associated with Alpha Development-UK from May 2022 -Till Date as Associate Faculty-Technical Skills

Work Profile : The role entails conducting sessions for global corporate clients like Goldman SACHS , J P Morgan,Bank of New York etc in the domain of financial markets.

3. Associated with Center for Investment Education and Learning from Apr 2015-Till Date as Assosiate Trainer and NISM CPE –Trainer for Corporate Clients.

Work Profile : The role entails conducting workshops for the corporate clients of the company like AXIS BANK, HDFC,ADITYA BIRLA Money,DSP Black Rock,YES Bank, etc .The training programs are:

• NISM MUTUAL FUND DISTRIBUTION-Series V-A
• Asset Allocation and Portfolio Construction.
• Wealth Management Process and Tax Aspects
• Global Macro Trends and Debt Market Valuation Metrics
• Alternate Investment Funds
• Derivatives and Structured Products.

4. Associated with Arun Jaitley National Institute of Financial Management (Ministry of Finance) from March 2018-Till Date as Associated Faculty for MBA Finance and Government Department Workshops in Financial Markets.

Work Profile : The role entails conducting sessions for Post Graduation students and workshops for the employees of different government departments like Indian Railways,etc. in the area of financial markets like Securities Operations,Risk Management,Mutual Funds, Financial Services,Alternate Investments.

5. Associated with International Management Institute (IMI)-R.P.Goenka Group from Oct 2023 -Till Date as Visiting Faculty-Finance for PGPDM.

Work Profile : The role entails conducting sessions for Post Graduation students in the area of finance.

6. Associated with Institute of Risk Management (UK)-Indian Affiliate from Apr 2020-Till Date as Exam Coach for Enterprise Risk Management.

Work Profile : The role entails conducting virtual sessions for trainees in the area of Enterprise Risk Management for Level 1 and Level 2 Qualification.

7. Associated with IMT Ghaziabad (College of Distance Learning) from Sep 2020 -Till Date as Visiting Faculty-Finance for PGPDM.

Work Profile : The role entails conducting sessions for Post Graduation students in the area of finance.

8. Associated with Imarticus Learning Ltd from March 2019-Till Date as a Trainer in the area of Investment Management.

Work Profile : The role entails imparting lectures in the subject area as per the CFA Institute Curriculum for the students enrolled in CFA PROGRAM and Post Graduate Program.

9. Associated with National Stock Exchange Academy,New Delhi from Oct 2016 – Till Date as a Visiting Faculty in the area of Financial Management and Securities Markets. The subjects taught are:

• Financial Markets and Instruments
• Securities Risk and Operations Management
• Derivatives-Equity and Currency
• Portfolio Management

10. Associated with EDUPRISTINE, New Delhi from SEP 2017-Till Date as Visiting Faculty for Chartered Financial Analyst (US Institute).

Work Profile : The role entails imparting lectures in the various subjects as per the CFA Institute Curriculum for the students enrolled in CFA PROGRAM across all 3 levels.

11. Associated with NIIT Ltd from July 2019-Till Date as Trainer for Corporate Clients.

Work Profile : The role entails conducting workshops for the corporate clients of the company like RBS in the area of Banking , Financial Services and Insurance.

12. Associated with Pradhan Mantri Kaushal Vikas Yojana (PMKVY) from Jan 2014-Jan 2018 as Certified Master Trainer (Resource Person) for BFSI Sector Skill Council.

Work Profile : The role entails imparting Train the Trainers Program for Teachers in the following domains:

• Financial Markets Management
• Banking and Financial Services
• Business Correspondent & Facilitator

Successfully conducted the above programs for HARYANA SCHOOL SHIKSHA PARIYOJNA PARISHAD and GNCT of DELHI –RMSA.

13. Associated with Conferderation of Indian Industry(CII) from March 2014-Till Date as an Assessor in BFSI SSC for PMKVY.

Work Profile : Conducting Assessment of various STAR Scheme Progams governed by National Skill Development Corporation (Ministry of Finance) in the BFSI sector skill council.The Assessment covers Theory,Practical and Viva Components on Banking,Equity Markets,Mutual Funds,Debt Recovery Agents.

14. Associated with Bombay Stock Exchange Training Institute,New Delhi from Apr 2012 – Till Date as a Visiting Faculty in the area of Financial Management and Securities Markets for Global Financial Markets Program and Post Graduate Program in Global Financial Markets.The subjects taught are:

• Financial Reporting and Analysis
• Corporate Finance
• Financial Markets and Instruments
• Fundamental Analysis-Economic, Industry and Company Analysis

Successfully conducted the above programs in ITS Ghaziabad and SGGSCC, University of Delhi.

15. Associated with NJ India Invest Pvt Ltd. (India’s Largest Distributor of MFs ) from Nov 2014-Aug 2017 as Corporate Trainer (PAN INDIA-75 Workshops) for NISM-Module Series V- A for Mutual Fund Distributors.

Work Profile : The role entails imparting comprehensive training to the aspirants who want to make their career in the area of Mutual Funds so as to provide them with a clear view of dynamics of mutual funds industry.

16. Worked with American Academy of Financial Management India,New Delhi from July 2012-May 2013 as Senior Manager- Knowledge Management.

Work Profile : Drafting the course curriculum of different financial certifications, Developing the content as per the designed curriculum ,Setting up of the Examination Test Paper for the certifications are the integral parts the job.

• Prepared the course curriculum for Chartered Wealth Manager- Level II and Chartered Trust and Estate Planner.
• Developed the content in the subjects of Equity Analysis, Alternate Investments,Portfolio Management Strategies,Behavioral Finance, Real Estate Valuation and Wealth Management Business Planning.
• Worked as Project Lead for Online platform of Chartered Wealth Management Examination in collaboration with Pearson Vue.
• Actively penned down the blogs on various topics in financial domain.

17. Worked with Standard Chartered Private Bank,New Delhi from Sep 2010-Nov 2011 in the Investment Advisory and Research Team as Investment Research Analyst.

Work Profile : Providing independent investment advice to clients and client advisors, liasioning with the centralised product development team and reviewing of the client's financial needs are the integral parts the job

• Analyzed financial information to forecast business, industry, and economic conditions, for making appropriate investment decisions.
• Developed Investment proposals comprising different asset classes in accordance with risk appetite and investment preferences of the clients.

• Comprehensive periodic review of existing client portfolios to guide them on their existing positions.

   

18. Worked with IDBI Bank, Mumbai (HO) from Dec 2009-May 2010 in the Asset Liability Management Group as Assistant Manager

Work Profile : Managing the composition and pricing of Assets, Liabilities and Off Balance Sheet Instruments with the objective of controlling their exposure to market related risks are the integral parts of the job.

• Analyzed changes and trends in the financial markets & regulations and subsequently develop strategies for the management of interest rate and liquidity risk.
• Prepared and submitted overall deposit report to Reserve Bank Of India on fortnightly basis.
• Collaborated closely with group-wide ALM units and other steering units invloved in ALM
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19. Worked with ICICI Bank, Delhi from June 2007-June 2008 in the Private Banking divsion as Assistant Manager

Work Profile : Building and managing relationship with high value customers by designing the investment portfolios in accordance with the risk and return profile through a gamut of product offerings is the integral part of the job.

• Managed and improvised upon existing client relationships.
• Provided customised professional financial advisory services to individuals and businesses
• Marketed a comprehensive range of financial products to potential clients

Mutual Funds, SORM

Awarded as the Best Faculty for 2019 in the area of Financial Analysis by Interantional College of Financial Planning.