Summary
Overview
Work History
Education
Skills
Timeline
Generic
Avinash Popat Karande

Avinash Popat Karande

Banking And Finance Professionals Manage Money, Investments, And Financial Risks For Individuals, Corporations, And Institutions
Pune

Summary

Dynamic and result-oriented banking and finance professional with over 6 years of experience in customer acquisition, cross-selling financial products, and credit card sales. Proven ability to meet targets through fieldwork, lead conversion, and client servicing. Adept at team coordination, document verification, and corporate account handling.

Overview

6
6
years of professional experience

Work History

Portfolio Manager

Axis bank Ltd
08.2025 - 05.2026
  • Managed a mapped book size of ₹23 Cr, ensuring customer engagement and service delivery.

Relationship manager

Kotak Securities Ltd
05.2024 - 08.2025
  • Handling dmat account openings and cross-sales of insurance and investment products.
  • Conducting open market acquisition and customer onboarding.

Deputy manager

AU Small Finance Bank Ltd
10.2020 - 05.2024
  • Acquired new corporate accounts and facilitated salary account setup.
  • Generated leads through cold calling and fieldwork.
  • Promoted SIPs, insurance, and investment services.

Assistant Manager

Kotak Mahindra Bank Ltd
01.2020 - 10.2020
  • Opened current and savings accounts.
  • Performed cross-sales and client follow-ups.
  • Conducted field visits for customer acquisition.

Education

Bachelor of Computer Applications -

Yashwantrao Chavan Maharashtra Open University
01-2015

Higher Secondary Certificate - undefined

Shivaji University
Kolhapur
01-2012

Secondary School Certificate - undefined

Shivaji University
Kolhapur
01-2010

Skills

MS-CIT Certified

Tally ERP 9

Data Entry (English, Marathi) – 25 WPM

Account management, balance sheet maintenance

Timeline

Portfolio Manager

Axis bank Ltd
08.2025 - 05.2026

Relationship manager

Kotak Securities Ltd
05.2024 - 08.2025

Deputy manager

AU Small Finance Bank Ltd
10.2020 - 05.2024

Assistant Manager

Kotak Mahindra Bank Ltd
01.2020 - 10.2020

Higher Secondary Certificate - undefined

Shivaji University

Secondary School Certificate - undefined

Shivaji University

Bachelor of Computer Applications -

Yashwantrao Chavan Maharashtra Open University
Avinash Popat KarandeBanking And Finance Professionals Manage Money, Investments, And Financial Risks For Individuals, Corporations, And Institutions