Abhishek Patil
Assistant Manager | Banks & National Distriduters | MBA Finance
Pune,MH
Summary
A highly self-motivated eager to learn new things with interest in finance domain and also have good knowledge of finance and market outlook , want to make carrier in financial sector and use my financial and analytical knowledge to add value to the organization as well as society.
Overview
2
2
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Assistant Manager
UTI Asset Management Company
05.2023 - Current
I work as a Relationship Manager in Bank & ND channel at UTI AMC, which is the part of B2B segment. I am involved in offering the investment suggestions to the various counters like RBL Bank, HDFC Bank, PNB Bank etc. My job role involves offering the mutual fund schemes to the investors by analyzing their needs & financial position. I am responsible to know there financial goals, creating the proposals & offering them the best scheme.Improved customer satisfaction by addressing and resolving complaints promptly.
Finance Intern
Vardhan Consulting Engineers
10.2022 - 12.2022
Tracked financial transactions to update balance sheets with accurate, current information.
Supported organizational account management duties under direct supervision.
Education
MBA - Finance
Savitribai Phule Pune University, Pune
Pune, India 04.2001 -
B.com - Finance
Shivaji University, Kolhapur
Sangli, India 04.2001 -
Commerce -
HSC
Sangli, India 04.2001 -
10th -
KPSP School
Sangli, India 04.2001 -
Skills
Investment Analysis
Portfolio Management
Personal Finance
Risk Analysis
Ms Office ( Word, Excel, Power Point, Outlook )
Management Skill
Certification
NISM Mutual Fund Certification (5A)
Additional Information
100% SIP target completion in Financial 2023-2024
2 years continuously 100% Attendance in school
Gold Medal in Student Olympic Games 2015
Represented Maharashtra at National Level in Year 2015
Affiliations
Accountability and Responsiveness
Ability to lead a team
Mentoring
Timeline
Assistant Manager
UTI Asset Management Company
05.2023 - Current
Finance Intern
Vardhan Consulting Engineers
10.2022 - 12.2022
MBA - Finance
Savitribai Phule Pune University, Pune
04.2001 -
B.com - Finance
Shivaji University, Kolhapur
04.2001 -
Commerce -
HSC
04.2001 -
10th -
KPSP School
04.2001 -
NISM Mutual Fund Certification (5A)
How to manage Money and be a Smart Investor
Financial Statement Analysis
Similar Profiles
Samiksha KothariSamiksha Kothari
Relationship Manager at UTI Asset Management CompanyRelationship Manager at UTI Asset Management Company
RUCHIKA MUNJEWARRUCHIKA MUNJEWAR
Manager( Relationship Manager) at UTI Asset Management CompanyManager( Relationship Manager) at UTI Asset Management Company
Salonee BhutraSalonee Bhutra
Associate Vice President - Products at UTI Asset Management CompanyAssociate Vice President - Products at UTI Asset Management Company