HARISH NAIK 9773377724

harishnaikgajanan1988@gmail.com
SE N IOR M AN AGE ME N T P RO FES S IO N A L - Financial Services Sector
Strategic Planning • Equity Research Analysis • Financial Modelling • Leadership Acumen • Team Management

EXP E R I E N C E COR E SKILLS

Senior Manager  Jun 2020 - Present
• Equity Research & Valuation
Motilal Oswal Financial Services
• DCF Valuation
Successfully built a derivative book for Karnataka and Kerala region.
Developed a team of 8 members. Built a brokerage and third-party • Relative Valuation
product business for region.
• Business Presentation
Key Deliverables
• Building broking business and third product business for Karnataka • Advance Excel
and Kerala region.
• Portfolio Management
• Managing and building team and actively playing a key role in team
grooming. • Financial Modelling
• Guiding & mentoring team members in accomplishing objectives;
improving team performance through counseling and skills • HNI Client
enhancement.
• Client Servicing
• Managing, advising and restructuring the portfolios of HNI clients.
• Extensive knowledge about derivatives and equity investments. • Relationship Management
• Reviewing client’s financial situation and create strategies that help
them achieve their Strategic and Tactical allocation. Helping • Team Management
investors with detailed Performance report.
• Team building and Grooming
• Monitoring industry and market trends for changes and investment
opportunities. • Leadership Acumen
Equity Research Analyst  Dec 2017 - Jun 2020
Diligent Financial services - Bangalore, Karnataka EDUCATION
Key Deliverables
• Performed fundamental research across – Mid-cap sector Bachelor of Management Studies, Financial
• Collecting data and developing detailed financial Models using DCF and Financial management studies
and Relative valuation methods.
Parle Tilak Vidyalaya Associations M L
• Recommending client with suitable investment opportunities and Dahanukar College of - Mumbai, Maharashtra
products based on each client’s risk and return expectations.
• Attending Quarterly and annual conference call for company under CFA LEVEL 3 candidate
coverage
• Tracking company results, news, events and company sector devel-
opments TECHNICAL PROF ICIENCY
• Assisting with the preparation of the reports, written analysis,
presentations.
• MS Word
• Supported Top management with recommendation ideas, news
and opinions on existing equity holdings. • MS Excel
• Managing Portfolio for HNI clients. • MS PowerPoint

Equity Advisor  Oct 2013 - Aug 2017

Motilal Oswal Financial Services - Mumbai, Maharashtra PR IOR WOR K EXPER IENCE
Key Deliverables Equity Advisor  Aug 2009 - Dec 2010
• Advising client’s on various investment alternatives and helping
them in achieving long term financial goal. Angel Broking - Mumbai, Maharashtra
• Successfully developed and strengthened relationships with new Key Deliverables
clients through executing a thorough onboarding process.
• Recommending client with trading opportunities in Equity and
• Stayed up to date with the Equity and derivative market. derivative segment.
• Educating client through seminar on equity and derivative market. • Developed and strengthened relationships existing and new client
and building broking and third party product business.
Equity Advisor  Nov 2011 - Oct 2013
Unicon Investment Solutions - Mumbai, Maharashtra
PERSONAL DOSSIER
Key Deliverables
• Advising client’s on various investment alternatives and helping
them in achieving long term financial goal. Linguistic Abilities:
• Successfully developed and strengthened relationships with new English, Hindi, Marathi, Kannada
clients through executing a thorough onboarding process.
• Stayed up to date with the Equity and derivative market. Address:
• Educating client through seminar on equity and derivative market. Bangalore, Karnataka