Mohit Kumar Mali

Mohit Kumar Mali

Finance and technology graduate seeking roles in banking, financial services, and wealth management

Pratapgarh, RajasthanBanking and financial services
4roles
50skills
4education
4credentials

About

Motivated finance and technology graduate with knowledge of stock markets, wealth management, insurance products, and customer relationship management. Has practical exposure to back-office operations, customer handling, and insurance business support.

Experience

Back Office & Customer Handling

Managed back-office operations including documentation, record maintenance, and data entry. Handled customer queries and ensured timely resolution.

Insurance Business Support

Family Enterprise

Assisted with day-to-day operations of a family-run insurance business and gained exposure to insurance products, client servicing, and policy documentation.

Coordinator

Mandsaur University 3D Animation & Gaming Club

Led a team of student members during graduation.

Relationship Manager Trainee

Indian Institute of Management, Lucknow

3 mos · Noida

Successfully completed the Capacity Building Programme for Relationship Managers at IIM Lucknow. Developed practical knowledge of relationship management, wealth management, customer profiling, financial planning, banking products, sales excellence, communication, and customer engagement through interactive sessions, case studies, and industry-focused learning.

Education

Mandsaur University

Master of Computer Applications

2025

CGPA: 6.59

Mandsaur University

Bachelor of Computer Applications

2023

CGPA: 7.62

Mandsaur Institute of Technology, Mandsaur

Master of Computer Applications - MCA, Information Technology

Jul 2023 - Jul 2023

Mandsaur Institute of Science & Technology, Mandsaur

bachelor of computer application, Computer Science

Aug 2020 - Jun 2023

Skills

MS Office SuiteWordExcelPowerPointOracleDatabase ManagementRSCITStock MarketsTechnical AnalysisFundamental AnalysisInsurance ProductsWealth Management ConceptsCustomer Relationship ManagementTeam CoordinationCommunicationProblem-SolvingComputer OperationsOracle DatabaseDatabase AdministrationCustomer Relationship Management (CRM)Financial PlanningBack Office OperationsCustomer ServiceEquity ResearchMicrosoft OfficeInsurance AnalysisFinancial StructuringTeam ManagementC (Programming Language)IRDA CertifiedEquity ManagementInsurance Regulatory LawCapacity BuildingRelationship BuildingStrategic LeadershipBankingComputer Application TrainingRelocationDaily Operations ManagementBank Relationship Management3D AnimationMarket KnowledgeNISPOMComputer LiteracyInvestment PortfoliosStock Market AnalysisWealth Management ServicesSales OperationsCustomer SupportFinancial Analysis