Summary
Overview
Work History
Education
Skills
Certification
Dissertation
Id
Computerskills
Languages
Internship
Personal Information
Timeline
CustomerServiceRepresentative

Mithilesh Kulkarni

Navi Mumbai

Summary

Strong analytical and quantitative skills|Strong understanding Financial statements| Post graduate in Finance with 4 years of work experience I Understanding of risk management concepts I Hands on experience of application of databases|

Overview

7
7
years of professional experience
1
1
Certification

Work History

Analyst

Capital Market Publishers Ltd
Navi Mumbai
01.2020 - Current
  • Performed thorough analysis of financial information to improve product performance.
  • Assisted in compiling financial information for fortnightly publication.
  • Performed detailed examination of various corporate financial reports.
  • Performed thorough data validation, working closely with stock exchange entities.
  • Ensured correct data updates by cross-referencing with Annual reports.
  • Conducted sessions for clients on using Capitaline Plus, Enterprise, AWSone, NAV INDIA.
  • Coordinated data requirements across diverse client base.

Personal Banker

HDFC Bank Ltd
Navi Mumbai
06.2018 - 12.2018
  • Cultivate and sustain customer portfolio relationships.
  • Oversaw operations including account opening, fixed deposits, lockers, and forex.
  • Filed documentation systematically.
  • Oversaw branch operations to ensure compliance.
  • Assisted with the needs of customers who arrived on-premises.

Intern

Motilal Oswal securities Ltd
  • Evaluated mutual funds from MOSL using various metrics such as NAV, CAGR.
  • Assessed mutual fund performance through key metrics like CAGR, NAV, sector distribution, and asset division.

Duration: 2 Months

Education

MBA - Finance

Indira school of business studies
PUNE
01.2018

B.E. - Mechanical Engineering

D.Y.Patil.C.O.E,Pune University
Pune
01.2014

Skills

  • MS Office (Word, PowerPoint, Excel)

Certification

  • The CFA Institute Investment Foundations Certificate
  • Pursuing FRM PART One certification from GARP Institute
  • Passed NISM - NISM-Series-XV-Research Analyst Certification Examination

Dissertation

A Study of NPA of public sector bank with special reference to HDFC bank., Studied Cause and Effect of NPA'S., Learned concept of Non-Performing Asset in Indian perspective., Calculated different ratios such as Gross NPA, Net NPA, PCR, & Compared between different banks.

Id

kulkarnimithil1@gmail.com

Computerskills

MS Office (Word, PowerPoint, Excel), Python (Basic)

Languages

  • English
  • Marathi
  • Hindi

Internship

Motilal Oswal Securities Ltd, 

Comparison study of mutual funds offered by Motilal Oswal Securities Ltd., 2 Months, Comparison of mutual funds offered by MOSL according to various parameters such as NAV, CAGR., Compared mutual funds according to different criteria like compound annual growth rate, net asset value, sector allocation, asset breakup, etc., Learned about basics of how mutual fund runs & how economic indicators can affect the MF Industry.

Personal Information

  • Specialization: Finance
  • Hobbies: Avid Reader of books on investment philosophy and behaviour finance., Keeping current watch on Financial News around the world.
  • Date of Birth: 07/05/87
  • Marital Status: Married

Timeline

Analyst

Capital Market Publishers Ltd
01.2020 - Current

Personal Banker

HDFC Bank Ltd
06.2018 - 12.2018

Intern

Motilal Oswal securities Ltd

MBA - Finance

Indira school of business studies

B.E. - Mechanical Engineering

D.Y.Patil.C.O.E,Pune University

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