Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Timeline
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Amruta Patekar

Amruta Patekar

Thane West, Mumbai

Summary

Enthusiastic and motivated individual with a strong foundational understanding of the share market and financial markets. Knowledgeable in equity, mutual funds, technical analysis, and basic investment strategies. Eager to apply financial concepts in practical settings and build a career in the financial sector.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Intern

PSV Logistics
06.2024 - 11.2024
  • Handled daily financial transactions with accuracy and policy compliance
  • Prepared monthly financial statements and performance reports
  • Performed regular account reconciliations to ensure data integrity
  • Assisted in budgeting and variance analysis for better financial planning
  • Worked with teams to streamline financial processes and workflows
  • Supported tax preparation and stayed updated on tax regulations

Project Volunteer

Bright Future
12.2023 - 12.2023
  • Executed marketing strategies to boost awareness and engagement.
  • Planned and managed a menstrual hygiene education event.
  • Partnered with health professionals to share key resources.
  • Organized skill-building workshops for personal and professional growth.
  • Coordinated sessions with speakers on communication, leadership, and branding.

Intern

G-Tec Jain Keerti Education
11.2022 - 03.2023
  • Managed student records using Excel and Tableau, ensuring data confidentiality.
  • Delivered data-driven academic and career guidance.
  • Analyzed trends to resolve student concerns with faculty collaboration.
  • Created clear, data-backed materials for courses, admissions, and careers.
  • Improved student support through effective data visualization.

Education

PGDM - Financial Markets

ITM Business School
Navi Mumbai
01.2025

B.COM -

N. G. Bedekar College of Commerce
Thane
01.2021

XII (HSC) -

Saraswati Vidyalaya High School
Thane
01.2018

X (SSC) -

St. Xaviers English High School
Thane
01.2016

Skills

  • Advance Excel
  • Tally ERP 9
  • Analytical skills
  • Budget management
  • Reconciliation
  • Problem solving
  • Database management
  • Trend analysis

Affiliations

  • Anchor of Multi Commodity Exchange Faculty Development Program

Accomplishments

  • Silver medal in a bicycle race organized by Decathlon
  • Achieved second place in the badminton tournament
  • Achieved First place in the Student Art Competition

Certification

  • Introduction to Financial Services
  • Exchange Traded Funds
  • Macroeconomic Environment
  • Analytical Skills for Business
  • Corporate Action
  • Foreign Exchange
  • Derivatives
  • Anti-Money Laundering
  • Introduction to Corporate Finance
  • Introduction to Portfolio Creation
  • Economic Factors and Bonds

Timeline

Intern

PSV Logistics
06.2024 - 11.2024

Project Volunteer

Bright Future
12.2023 - 12.2023

Intern

G-Tec Jain Keerti Education
11.2022 - 03.2023

PGDM - Financial Markets

ITM Business School

B.COM -

N. G. Bedekar College of Commerce

XII (HSC) -

Saraswati Vidyalaya High School

X (SSC) -

St. Xaviers English High School

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Amruta Patekar