Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Interests
Other Achievements
Locations
Research Projects Publications
Timeline
Generic

Akshat Kotecha

Associate Process Manager
Nagpur

Summary

Finance-focused MBA graduate and experienced Associate Process Manager with a strong background in business process improvement, cross-functional collaboration, and stakeholder management. Gained practical exposure to financial analysis and market research through MBA coursework and internship experience. Skilled in driving operational efficiency and supporting strategic initiatives.

Overview

2
2
years of professional experience
7
7
years of post-secondary education
4
4
Certifications
2
2
Languages

Work History

Associate Process Manager

EClerx Services
04.2025 - Current
  • Streamlined processes by identifying inefficiencies and implementing solutions to optimize workflow.
  • Enhanced team productivity through effective communication and collaboration strategies.
  • Performed data entry operations to update database with latest changes.
  • Gathered and analyzed large amounts of data to determine improvement projections.
  • Analyzed steps of activities to discern existence of business processes for formalization.

Management Trainee

Finoability Private Limited
04.2023 - 06.2024
  • Learned the concept of financial markets and analyzed shareholder letters by Warren Buffett.
  • Conducted fundamental and technical analysis of the Nifty FMCG sector daily to identify better-performing stocks.
  • Assessed individual risk tolerance through questionnaires to determine risk appetite.
  • Evaluated hundreds of mutual funds across risk categories, from very low to very high risk.

Education

MBA - Finance

SIBM
01.2023 - 01.2025

BCCA - undefined

City Premier College
01.2019 - 01.2022

XII - Science

M.K.H Sancheti Junior College
01.2018 - 01.2019

X - Stream

C.D.S School
01.2016 - 01.2017

Skills

    Operational excellence

    Business analysis

    Problem solutions

    Time management

    Multitasking

    Excellent communication

    Attention to detail

    Process mapping

    Report generation

    Process automation

Certification

Financial Markets, Yale University, Gained a detailed understanding of financial markets and factors impacting market shifts and changes., Explored financial markets, behavioral finance, bonds, stocks, dividends, CAPM, and investment banking., Engaged in video lectures and discussion forums, supplemented by quiz-based assessments., Acquired knowledge in risk management, behavioral finance, investment management, and decision-making in finance.

Additional Information

Secured 1st Place in a football tournament conducted by YCCE college, Nagpur (2018), Secured 3rd place in Javelin throw tournament in high school.

Interests

Football
Investment Banking
Portfolio Management
Gaming

Other Achievements

Startup, Innovation and Entrepreneurship Cell, 11/01/23, 04/01/25, Established a new committee to support students aspiring to become entrepreneurs and launch startups., Supported future entrepreneurs by providing guidance and connecting them with potential mentors., Facilitated the successful inauguration of the cell, featuring prominent entrepreneurs and students.

Locations

  • Nagpur
  • Mumbai

Research Projects Publications

  • Financial Reporting with Power BI: Basic financial analysis, 11/01/23, 11/01/23, Import and clean financial data with Power Query to prepare it for financial analysis., Analyze Financial statements using DAX to understand a company's financial condition over time., Produce visuals to communicate financial insights effectively., Using Power BI software to analyze data, be it financial or data analysis., Using DAX formulas to calculate financial ratios and new columns.
  • E-commerce Website, 01/01/22, 03/01/22, Developed a responsive E-commerce website where users can look, select and buy a product., Make an e-commerce website using HTML, CSS, Java, and MySQL to create a responsive and data-storing website., Consumers can select and buy any product from the website and track their order after successfully placing the order.

Timeline

Wealth and personal banking virtual experience, 08/01/23, 08/01/23, Served as a Relationship Manager, providing investment suggestions to clients., Identified unique investor profiles and presented holistic investment recommendations., Developed effective communication skills to offer tailored solutions to clients.
08-2025

Associate Process Manager

EClerx Services
04.2025 - Current
Managing your personal investments, Analyzed the concept of the time value of money., Clarified the risk premium associated with bonds., Differentiated types of risk and developed strategies to protect investments., Determined the market value of investments using appropriate measures., Forecasted the outcomes of investment decisions involving capital gains.
05-2024

Financial Markets, Yale University, Gained a detailed understanding of financial markets and factors impacting market shifts and changes., Explored financial markets, behavioral finance, bonds, stocks, dividends, CAPM, and investment banking., Engaged in video lectures and discussion forums, supplemented by quiz-based assessments., Acquired knowledge in risk management, behavioral finance, investment management, and decision-making in finance.

11-2023
Modernize Infrastructure and Applications with Google Cloud, Explored cloud-based infrastructure options, including VMs, containers, and serverless computing., Applied strategies for application modernization using Google Cloud's tools and guidance., Recognized the benefits of modernization, such as cost reduction, improved performance, and increased agility.
11-2023

Management Trainee

Finoability Private Limited
04.2023 - 06.2024

MBA - Finance

SIBM
01.2023 - 01.2025

BCCA - undefined

City Premier College
01.2019 - 01.2022

XII - Science

M.K.H Sancheti Junior College
01.2018 - 01.2019

X - Stream

C.D.S School
01.2016 - 01.2017
Akshat KotechaAssociate Process Manager