CURRICULUM – VITAE

Mrs. Pooja A. Panchal

B-101, Brahma Tower,

Kesevpada,

P. K. Road,

Mulund West.

Mobile No: 8655524307

CARRER OBJECTIVE: To be associated with an Organization where there is potential for growth, and personal

skills and abilities are realized.

PERSONAL STRENGTHS: Enthusiastic self-starter, who can boost productivity, cut costs, foster efficiency &

ensures profitability.

Motivated team player, with demonstrated talent for deploying research and

organizational skills towards analyzing, upgrading and streamlining complex

marketing process for improvement opportunities.

ACADEMIC BACKGROUND:

NAME OF BOARD/

UNIVERSITY

YEAR OF

PASSING

QUALIFICATION

MARKS

OBTAINED/

(CLASS)

MUMBAI

UNIVERSITY

April-2013 T.Y.B.C.F.M

(Bachelor Of Commerce

in Financial Markets)

First Class

NSE’S

CERTIFICATION IN

FINANCIAL MARKET

September-

2012

Mutual Fund 72%

NSE’S

CERTIFICATION IN

FINANCIAL MARKET

December-

2011

Commercial Banks In

India

Passed

NSE’S

CERTIFICATION IN

FINANCIAL MARKET

September-

2010

Financial Market-A

Beginners Module

83%

MAHARASHTRA

STATE BOARD

June-2008 HSC

(Vocational Commerce)

86%(Distinction)

MAHARASHTRA

STATE BOARD

March -

2006 SSC

73%(1st Class)

Work Experience:

At present working with Baroda Pioneer Mutual Fund as Product Associate.

Worked for 3 Months with Angel Broking Pvt. Ltd as Service Executive.

Job Description:

Communication :

Worked with development, operations, and management teams to ensure development and

delivery of products within allotted timeline and budget.

Preparing Equity & Debt Scheme Pitch Book, One Pagers & Product

Presentation on Monthly basis.

Preparing Market Outlook on Weekly & Monthly basis.

Preparing RBI Policy One Pager Quarterly basis.

Preparing Debt Market Portfolio report on Weekly basis on MFI Explorer.

Preparing Comparative Performance report on Daily basis on MFI Explorer.

Assisting in development of new products and enhancement of existing

products.

Recording product defects and appropriate resolutions.

Developing mitigation plans to help resolve risks.

Maintaining accurate and complete product related information.

Identifying process improvements to achieve goals related to product

marketing and customer support.

Worked with Managers and marketing teams to ensure that products and

services meet customers' current and future needs.

Identifying product marketing ideas and opportunities based on industry

trends, current market environment and competitive trends.

Assisting in the development of product marketing strategies.

Research & Analysis :

Research on New product launched in market.

Analysis all AMC Comparative report (the report contains details about

Capital, Reverse & Surplus, PAT, PBT, Employee cost & Total cost).

Develop research & analytical requirements based on business needs.

Generated Reports:

All the reports mentioned below are prepared on MFI Explorer.

Bloomberg Terminal Training is in process.

Statistical Comprehensive Report

Detailed Portfolio Report

Asset Allocation Report

Instrument Allocation Report

Sectors Exposure Report

Industry Wise Holdings Report

AUM Classification Report

Academic Projects:

Stock Exchange

HDFC Balanced Mutual Fund Report

Recent Recession In India

Product Life Cycle & Pricing Policy

Market Assessment

Human Beings As Protectors & Conservators

Media

Environmental Pollution

Buyers Behavior With Market Survey

Green Revolution

EXIM Bank Report

Report On Shale Gas

Report On South Asian Association For Regional Co-operation

ACADEMIC VISITS:

Mahananda Dairy Co-operative Society

Parle G Pvt. Ltd.

Agriculture Produce Market Committee Market (APMC)

National Handicraft Expo-Cottage Industry

Small Industries Development Bank (SIDBI)

GUJU Ads-Nothing Is Impossible

ACHIVEMENT:

Awarded for Best Presentation

Awarded for Best Model In Science Exhibition

Awarded for Best Drawing In State Level Contest(2002-2003)

PERSONAL INFORMATION:

Name : Mrs. Pooja A. Panchal

Date of Birth : 6 July 1992

E-Mail ID : pooja.bheda18@gmail.com

Gender : Female

Marital Status : Married

Nationality : INDIAN

OTHER INFORMATION:

Computer Proficiency : Basic knowledge of computers IN MS-WORD, EXCEL, POWERPOINT,

PHOTOSHOP, TALLY 0.9=LEVEL 1, SOUND PROGO

Languages Known : English, Hindi, Marathi, Gujarati and Kutchi.

Hobbies : Playing Carom, Badminton & Listening to Music.

I hereby declare that the above information is true & correct.