Komal Joon
@komaljoon
Finance research professional with ICICI Life Insurance experience, an Excel valuation model of eight renewable energy companies, and NISM Research Analyst certification.
IndiaWhat I'm looking for
At ICICI Life Insurance Limited, I reached out to prospective customers, discussed their financial needs, and supported them in selecting insurance, savings, and retirement solutions. Since joining, I’ve generated approximately Rs 3.5 lakh in cumulative insurance premiums through policy sales.
At Correm Advisory India Private Limited, I researched prospective IPO companies by tracking DRHP filings, business updates, and industry developments. I also classified bank transactions for Bank Statement Analysis projects and researched fintech APIs and digital lending solutions.
For my renewable energy valuation project, I built an Excel model covering eight listed companies, using five years of financial data, EPS trends, CAGR, and P/E-based relative valuation. I’m a NISM Series XV-Research Analyst certified PGDM Finance & Marketing graduate with experience in financial statement analysis and investment research.
Experience
Work history, roles, and key accomplishments
Management Trainee
ICICI Life Insurance Limited
Jun 2026 - Present (5 months)
Reached out to prospective customers through company-generated leads and conducted client meetings to understand their financial needs. Assisted customers in selecting suitable insurance, savings, and retirement solutions, and generated cumulative insurance premium of approximately Rs 3.5 lakh.
Market Research Intern
Correm Advisory India Private Limited
Apr 2026 - May 2026 (1 month)
Researched companies expected to launch IPOs by tracking DRHP filings, business updates, and industry developments. Classified and analysed bank transactions for Bank Statement Analysis (BSA) used in Loan Management System (LMS) projects.
Finance Intern
SMC Global Securities Limited
Apr 2025 - May 2025 (1 month)
Conducted financial statement and ratio analysis of Tata Power Company Limited to evaluate financial performance and benchmark against industry peers. Applied fundamental analysis and studied the IPO process through analysis of the Ather Energy Limited IPO.
Education
Degrees, certifications, and relevant coursework
FOSTIIMA Business School
PGDM, Finance and Marketing
2024 - 2026
Grade: 8.65 CGPA
Activities and societies: Placement Committee Member; Academic Achiever of the Year; Student of the Month (November 2024).
Pursued PGDM in Finance and Marketing, achieving a CGPA of 8.65.
Maharshi Dayanand University
Bachelor of Commerce, Commerce
2018 - 2021
Grade: 75.3%
Completed Bachelor of Commerce with 75.3%.
Simplilearn
Excel Dashboard Certification, Excel Dashboard
Completed Excel Dashboard Certification.
Triveni Memorial Senior Secondary School
Class XII, General
Grade: 82.83%
Completed Class XII with 82.83%.
Holy Faith High School
Class X, General
Grade: 90%
Completed Class X with 90%.
National Institute of Securities Markets
NISM Series XV - Research Analyst Certification, Research Analyst
2025 - 2025
Earned the NISM Series XV - Research Analyst Certification.
Indian Institute of Management Bangalore
Financial Accounting and Analysis, Financial Accounting and Analysis
Grade: Silver Badge
Completed Financial Accounting and Analysis certification with a Silver Badge.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
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