Prashant Shivajirao Jadhav

• Astute professional with 6+ years in Financial Market Operations, Client Relationship Management and Team Management.
• Developed personalized asset management models, tailoring the practice to individual client needs.
• Managed assets for MF AMC's, optimizing asset operations to maintain, renew and develop assets to meet current and future business requirements.
• Oversaw a portfolio of ₹.10 Cr+ worth of retail investors assets located across India and strategically managed them, Completed given assignments in timely manner.
• Ability to handle the clients, Created and analyzed numerous portfolios involving bonds, stocks, and mutual funds. Generating reports, charts, and tables on financial information, generating Payin-slip before the cut-off time.
• Restructuring & rebalancing client’s portfolio as per their Risk profiler And Goal objective and making necessary changes in the portfolio if needed considering the market situation, taxation, and exit loads.
• Kept client financial plans optimized for current market trends and economic conditions, Resolved problems, improved operations and provided exceptional service.
• Highlighted values and educated clients on Mutual Funds, Equity, Fixed Income, Insurance and PMS financial products.
• Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities, Completed paperwork, recognizing discrepancies and promptly addressing for resolution.

• Executing Clients Financial & Non-Financial transactions through NSE, BSEStarMf & MFU (Mutual Fund Utilities) Platform.
• Managed 3+ staff using a targeted approach to training, hiring, and employee engagement.
• Demonstrated a sales-focused approach to customer service, continually achieving goals and expanding customer base.
• Checked Orders and bills were for data accuracy, Assisted with repayment for business expenses, Developed an effective inventory management system to minimize loss.
• Automated office procedures like correspondence management, record-keeping, and online communications.
• Contacted clients to obtain missing information, Ensured timely deliveries of dockets, Maintained and updated sales and customer records.
• Increased profitability and productivity by minimizing downtime and streamlining quality control procedures, Performed wide-ranging administrative, financial, and service-related functions.
• Remained solutions-oriented in face of complex problems to assist management and overall business direction, Followed detailed directions from management to complete daily paperwork and computer data entry.

• Monitored office supplies, Produced reports - presentations and briefs, Maintained diary, arranged meetings and appointments.
• Actively listened to customers' requests and handled them appropriately, confirming full understanding before addressing concerns.
• Provide all necessary statements of accounts, Capital gain reports as per FY, current Valuation Report to clients in the decided time.
• Resolved problems, improved operations, and provided exceptional service, Acted as the point of contact between the Director and internal/external clients.
• Proved successful working within tight deadlines and fast-paced atmosphere, Developed and carried out an efficient documentation and filing system.
• Offered friendly and efficient service to customers, handled challenging situations with ease, Undertook the tasks of receiving calls, taking messages, and routing correspondence.
• Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
• Maintained relevant qualifications and continually updated knowledge for optimised workflow.
• Managed team of 4 employees, overseeing hiring, training, and professional growth of employees.

• (2nd Rank) “Case Study competition – FLAMES 2020-2021” arranged by AISSMS IOM.
• (3rd Rank) in specialization Club Activity competition on "UN sustainable Development Goals to transform or world” arranged by AISSMS IOM.
• Member of Training and Placement cell - Students Committee AISSMS IOM.
• Major and Minor Specialization in "Finance and International Business"
• CGPA 7.93 (1St Year)

Percentage 53.95%

Percentage: 51%

Percentage: 61%