Rajendra Raut
Summary
Dynamic MBA Finance student with practical experience in mutual fund operations and client servicing at a leading MFD in Marathwada. Proficient in investment advisory, compliance management, and sales strategy development, showcasing a solid foundation in the financial services sector. Committed to leveraging strong interpersonal and analytical skills to drive success and foster client relationships. Eager to contribute to a forward-thinking organization while continuing to grow within the financial services industry.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Operation Manager
Sachin Sandalase & Associates ( Kharadi ) Pune
Pune, India
08.2025 - Current
Specializing in acquiring potential clients through personalized financial and retirement planning strategies, with a focus on mutual funds, health insurance, term plans, and ULIPs.
Sales and Operations Executive
NR Investment
Chhatrapati Sambhaji Nagar
03.2025 - 08.2025
- Onboarded 10+ clients in 3 months through relationship management and consultative sales.
- Manage end-to-end mutual fund operations, client onboarding, KYC, and transaction support.
- Liaise with AMCs and back-office for seamless execution and compliance.
- Support Rs.600+ crore AUM with consistent service quality and investor satisfaction.
- Assisted in streamlining operational processes to enhance efficiency.
- Supported team in executing daily tasks and meeting project deadlines.
Education
MBA - Finance
Deogiri Institute of Engineering and Management Studies
07.2025
Bachelor of Commerce - undefined
Deogiri College
Higher Secondary Certificate - undefined
Deogiri College
Secondary School Certificate - undefined
Sant Kabir Vidyalaya
Skills
- Languages: English, Hindi, Marathi
- Typing Speed: 30 WPM (English & Marathi)
- Technical: Tally ERP 9 with GST, Advanced Excel, MS Office
- Soft Skills: Communication, Leadership, Quick Learner, Problem-Solving, Pressure Management
Certification
- - CPBFI by Bajaj FinServ (2024) - Scored 94/100.
- - Tally ERP 9 with GST - Hands-on knowledge of accounting and tax compliance.
- - Advanced Excel - Proficient in formulas, pivot tables, and data analysis.
Extra-Curricular Activities
- Volunteered for Sahyog Foundation's "Clean and Neat City" drive during Karnapura Mela.
Timeline
Operation Manager
Sachin Sandalase & Associates ( Kharadi ) Pune
08.2025 - Current
Sales and Operations Executive
NR Investment
03.2025 - 08.2025
Bachelor of Commerce - undefined
Deogiri College
Higher Secondary Certificate - undefined
Deogiri College
Secondary School Certificate - undefined
Sant Kabir Vidyalaya
MBA - Finance
Deogiri Institute of Engineering and Management Studies