Maulik Hathi
Finance Professional
Surat,GJ
Summary
Dedicated finance professional with a strong interest and passion for the finance domain. Graduate from KJSIM with expertise in reading and understanding financial statements, conducting financial analysis using business statistics, and utilizing various software including Microsoft Excel, PowerPoint, Google Slides, Tableau, PowerBi, Canva, Python, R, Simulink, and MathWorks MATLAB. Committed to leveraging expertise to drive financial success and contribute to organizational growth.
Overview
3
3
years of professional experience
3
3
Languages
Work History
Deputy Manager
Kotak Mahindra Bank
04.2022 - Current
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Coordinates with other group companies to provide seamless access to other products, including kotak securities and bancassurance.
- Informs customers of new products or product enhancements further to expand the banking relationship, especially in trade forex and CA.
- Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets.
- Working and guiding the customer's with regards to CC, OD, TL and Export Finance.
Summer Intern
ICICI BANK
06.2023 - 08.2023
- Worked in the Investment Banking role in the wealth and trade department of ICICI BANK
- Identified and classified the customer and recommended him/her the best possible product portfolio
- Recommended the best possible product mix and advised the customer on the basis of Different Categories of Mutual Fund, Portfolio Management Service, Alternative Investment Fund, Importance of Systematic Investment Plans and Taxation in Mutual Fund
Education
MBA - Finance/Business Analytics
K.J.Somaiya Institute of Management
Mumbai, India 04.2001 -
B.E. - Electrical Engineering
G.H.Patel College of Engineering And Technology
Vallabh Vidyanagar, India 04.2001 -
HSC - Science
Infocity Junior Science College
Gandhinagar, India 04.2001 -
SSC - General
St. Xavier's High School
Gandhinagar, India 04.2001 -
Skills
Financial portfolio advising
Projects
Equity Research Task: Made a 3 statement linked financial model for Honasa Consumer limited and provided its summary.
Live Project: Alvron Partners, (02 Months, 2023), Developed a comprehensive 3-Statement linked Financial Model on InterGlobe Aviation, Performed Absolute and Relative Valuation for the Model, Performed fundamental analysis, identified revenue drivers of the industry on the basis of which forecasted estimated revenue and passenger growth for the next 5 years.
Graduation Project: MPPT based voltage controller, 12 Months, 2021, An MPPT, or maximum power point tracker is an electronic DC to DC converter that optimizes the match between the solar array(PV Panels), and the battery bank or utility grid., Other projects during the graduation include project Rudrapani and project Bhumiputra., Project Rudrapani is an automatic gesture controlled robotic tanker., Project Bhumiputra is an automatic gesture controlled solar tractor.
Accomplishments
- Completed a course on Reading Financial Statements, Corporate Finance Institute, 2022
- Completed a course on Statistics Fundamentals, Corporate Finance Institute, 2022
- Completed an Epigeum course on how to avoid plagiarism, 2022
- Completed an audit course on Solar Energy, AS&H (GCET), 2018
Timeline
Summer Intern
ICICI BANK
06.2023 - 08.2023
Deputy Manager
Kotak Mahindra Bank
04.2022 - Current
MBA - Finance/Business Analytics
K.J.Somaiya Institute of Management
04.2001 -
B.E. - Electrical Engineering
G.H.Patel College of Engineering And Technology
04.2001 -
HSC - Science
Infocity Junior Science College
04.2001 -
SSC - General
St. Xavier's High School
04.2001 -