Pratik J. Pawar
Kandivali - West
Summary
Work in a challenging and professional environment, and utilize my knowledge, skills, and experience to the benefit of the company.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Admin Executive
B. Vision Ladder LLP (Mr. Nikhil J Anandpara)
04.2023 - 02.2025
- Interacting with clients for various matters, such as account opening, transaction, order confirmation, and query resolutions.
- Interacting with AMCs, RMs, and KRAs for resolving queries and issues.
- Placing investment orders: lumpsum, SIPs, redemption, switch, cancellation, and STPs for MFs (online and physical).
- Operated platforms such as BSE Star MF, CAMS, KARVY, MF Central, Investwell, and respective AMS websites.
- Done non-financial transaction for MFs (online and physical)
- Done KYCs for MFs, individuals, and non-individuals (online and physical).
- Maintaining financial and non-financial transaction records in Excel, such as lumpsum, SIP, STP, cancellation, contact details updating, transmission, change of bank, change of broker, and nomination updating, etc.
Client Service Associate
A. Sirefa Finserv Pvt Ltd
04.2021 - 01.2023
- Interacting with clients for various matters, such as account opening, transaction, order confirmation, and query resolutions.
- Interacting with AMCs, RMs, and KRAs for resolving queries and issues.
- Placing investment orders: lumpsum, SIPs, redemption, switch, cancellation, and STPs for MFs (online and physical).
- Operated platforms such as BSE Star MF, CAMS, KARVY, Wealth Elite, Motilal Oswal Securities, Motilal Oswal CBOS Login, and respective AMS websites.
- Opened several Demat accounts for clients with Motilal Oswal Securities (online/physical).
- Done non-financial transactions for MFs and direct equity (online and physical).
- Preparing portfolio performance reports (MFs / stocks) for investor evaluation.
- Maintaining financial transaction records in Excel for mutual funds and stocks.
Education
B.COM - TY
Mumbai University
01-2020
HSC -
Maharashtra Board
01-2017
SSC -
Maharashtra Board
01-2015
Skills
- Microsoft Word - Basic
- Microsoft Excel - Basic
- Microsoft PowerPoint - Basic
- Customer service
Languages
- Hindi
- Marathi
- English
Certification
- Stock Markets Made Easy (online course authorized by ElearnMarkets)
Completion Date: March 23, 2023| Certificate No: ELM-1731190
- MS-CIT
Completion Date: August 2021
- Elementary Grade Drawing Examination (by the Government of Maharashtra)
Held in : 2012 | Grade: C
Personal Information
- Date of Birth: 01/07/1999
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
Declaration
I hereby declare that the information provided is true to the best of my knowledge and belief. If given an opportunity, I assure my dedication to any work given, and I will prove myself and give my best
Timeline
Admin Executive
B. Vision Ladder LLP (Mr. Nikhil J Anandpara)
04.2023 - 02.2025
Client Service Associate
A. Sirefa Finserv Pvt Ltd
04.2021 - 01.2023
B.COM - TY
Mumbai University
HSC -
Maharashtra Board
SSC -
Maharashtra Board
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