Deputy Manager at Kotak Mahindra Bank with experience in banking operations, client relationship management, and financial product handling. Skilled in driving process efficiency, ensuring regulatory compliance, and delivering high-quality customer-centric solutions. Leveraging MBA in Finance to support business growth, manage risk, and enhance operational performance.
Hi, I’m
Amey Nilesh Sawant
Summary
Overview
1
Certification
3
years of professional experience
Work History
Kotak Mahindra Bank
Deputy Manager
12.2025 - Current
Job overview
- Acquired high-value clients and increased account inflows by offering tailored banking and investment solutions
- Advised clients on a range of investment products including mutual funds, insurance, and fixed-income instruments to optimize portfolio returns.
- Cultivated relationships with business owners to support growth of existing businesses.
- Evaluated investment opportunities across banking products to facilitate successful business acquisitions.
Bond Bazaar
Management Intern
05.2025 - 07.2025
Job overview
- Executed bond buy–sell transaction and analyzed returns in performance report.
- Compiled reports on NBFC, enhancing clarity for investment decision-making.
- Performed XIRR and YTM analysis on fixed-income securities to evaluate investor returns
- Conducted market research on bond yields, interest rate trends, and credit ratings.
- Facilitated client onboarding and Demat account openings while supporting marketing initiatives for fixed-income products.
Novex Communications Private Limited
Operations Executive
04.2024 - 09.2024
Job overview
- Coordinated daily operations to optimize workflow and meet deliverable deadlines.
- Monitored project timelines and client requirements to ensure alignment with objectives.
- Prepared and maintained operational reports for management review, highlighting key infringements.
Mumbai Duty Free
Promoter
05.2023 - 03.2024
Job overview
- Applied upselling and cross-selling strategies, enhancing sales through targeted customer engagement.
- Monitored daily data to track revenue performance, identifying trends for strategic adjustments.
- Managed compliance with financial protocols, ensuring adherence to regulatory standards.
Education
Sasmira Institute of Management And ResearchMumbai
MBA from Finance
05-2026
University Overview
Shri Chinai College of Commerce And EconomicsMumbai
B.Com from Business Management
04-2023
University Overview
Amigo AcademeyMumbai
High School Diploma
09-2022
University Overview
- Professional Development Course: Aviation, Hospitality & Travel Management.
St. Mary's Convent Jr CollegeMumbai
HSC from Commerce
02-2020
University Overview
Sacred Heart Boy's Convent High SchoolMumbai
SSC
03-2018
University Overview
Skills
- Financial analysis
- Budgeting and finance
- Risk management
- Project management
- Advanced Excel
- Tally Prime
- Leadership and negotiation
- Proficiency with MS PowerPoint
Certification
- EY - EY Technology Risk Job Simulation (Forage)
- Data Analysis and Job Simulation (Deloitte)
- Stock Valuation with Dividend Discount Model (Coursera)
- JP Morgan Chase - Investment Banking Job Simulation (Forage)
Additional Qualifications
Additional Qualifications
- Diploma in AHTM by Amigo Academey
- AI for Beginners by HP
- Pursuing Spanish and Japanese
- Proficiency with MS powerpoint , Advanced Excel and Tally Prime
Projects
Projects
- Understanding the Power of Compounding
- Analysis of Investors Perception in Indian Debt Market
- Behavioural Bias affecting options trading decisions
- Impact of CSR on brand image of Financial Institutions
- Effectiveness of CRM strategies in private banks
Activities & Achievements
Activities & Achievements
- Volunteering and Participation in events such as Cyclothon & Amrit Mahotsav
- Organizing Blood Donation campaigns 2024 - 2026 for Tata Memorial Hospital
- Class representative - MMS (Finance Batch 2)
- Co-authored research paper on ESG funds with Prof. Arti Modi
- Winner of Udhbhav Inter college business plan competition 2024-2026
Languages
Languages
- English
- Hindi
- Marathi
- Learning Spanish & Japanese
Hobbies and Interests
Hobbies and Interests
- Travelling
- Fitness
- Nature Exploration & Environmental Sustainability
- Cooking
Personal Information
Personal Information
- Passport Number: V8904663
- Date of Birth: 02/18/03
- Nationality: Indian
- Marital Status: Single
Work Preference
Work Type
Full TimeLocation Preference
HybridSalary Range
₹45000/yr - ₹200000/yrTimeline
Deputy Manager
Kotak Mahindra Bank
12.2025 - Current
Management Intern
Bond Bazaar
05.2025 - 07.2025
Operations Executive
Novex Communications Private Limited
04.2024 - 09.2024
Promoter
Mumbai Duty Free
05.2023 - 03.2024
Sasmira Institute of Management And Research
MBA from Finance
Shri Chinai College of Commerce And Economics
B.Com from Business Management
Amigo Academey
High School Diploma
St. Mary's Convent Jr College
HSC from Commerce
Sacred Heart Boy's Convent High School
SSC