Anutosh Dubey
Equity Research Analyst | Cleared NISM Series IX, XV, VIII & V-A Certification | Data Analyst | Investment Banking | PGDM Finance\' BIMTECH 24
- Role
- Investment Advisor & Relationship Manager at Angel One
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Anutosh Dubey
Hi, I’m Anutosh, a finance enthusiast with a passion for numbers, markets, and making a…
Experience
Investment Advisor & Relationship Manager
Oct 2024 — Present · Moti Nagar, IN
Managed and advised a portfolio of clients, offering personalized financial planning, stock, and mutual fund recommendations based on risk profiling and market analysis.2. Provided end-to-end support from Demat account opening to portfolio diversification, while guiding clients on derivatives, commodities, and life insurance solutions.3. Expanded client base through strong relationship-building and referral strategies, consistently driving business growth and client retention.
Education
Birla Institute of Management Technology (BIMTECH)
Post Graduation in Diploma Management in Finance , Accounting and Finance
Karma Raj Lion School Sunderpur Varanasi
High School
Seth M. R. Jaipuria School Varanasi
Intermediate , Mathematics
2016 — 2018
Prof. Rajendra Singh (Rajju Bhaiya) University (PRSU), Prayagraj
Bachelor of Commerce - B.Com, Accounting and Business/Management
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