Rakesh Patekar
Senior Analyst
1/3, H-60, Sunrise CHSL, Sector -4, Nerul, Navi Mumbai
Summary
Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven Investment banker bringing 3.8+ years of success in Capital market. Astute, organized and methodical with articulate communication style and personable nature.
Overview
4
4
years of professional experience
Work History
Senior Analyst - Investment Banking
eClerx Services Ltd
Navi Mumbai
02.2020 - Current
- Develop and maintain dashboards to support operational processes
- Generating reports on financial information
- Maintaining database, improving process efficiency. Analyze business requirements and processes through documents analysis and workflow analysis
- Conducting bench marking and process analysis. Comparing and correcting data in regards of transaction
- Monitoring trades, liaising and interact with counterparties. Knowledge of financial services industry practices, regulations, and processes
- Keeping financial information confidential
- Documentation all concerns and incidents and reported them to a senior supervisor.
- Assisting senior bankers with management of capital markets transactions.
- Work with Senior Directors to evaluate and improve strategy and overall financial efforts for the firm's growth.
- Improving financial status by analyzing results, monitoring variances and recommending actions to management staff.
- Solve financial problems with use of diverse analytical and modeling techniques.
- Support financial transactions and investment details by preparing supporting transactions.
Relationship Manager
VNS Finance & Capital Services Ltd
Mumbai
09.2018 - 08.2019
- Driving sales initiatives & achieving desired targets
- Building a strong and robust network of associate partners across the zone
- Building and maintaining relationships with key customers and associate business partners
- Simultaneously handling trading queries, complaints and feedbacks after account opening
- Broke through competitions and converted accounts
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Worked with Compliance and Support departments to facilitate communication and deliver personalized solutions to customers.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Educated customers about Capital market and investment options and processed purchases.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
B.Com - Accounting and Finance and economics
Swami Ramanand Teerth Marathwada University
Nanded 06.2008 - 06.2012
CRTA - National Stock Exchange of India Limited - Capital Market
National Stock Excange
Mumbai 07.2018 - 03.2019
NISM-Series-V-A: Mutual Fund Distributors Certific - Mutual Funds
NISM
Mumbai 09.2021 - 09.2024
Skills
Learning Excel 2019 - LinkedInundefined
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Believe those who are seeking the truth. Doubt those who find it.
André Gide
Timeline
NISM-Series-V-A: Mutual Fund Distributors Certific - Mutual Funds
NISM
09.2021 - 09.2024
Senior Analyst - Investment Banking
eClerx Services Ltd
02.2020 - Current
Relationship Manager
VNS Finance & Capital Services Ltd
09.2018 - 08.2019
CRTA - National Stock Exchange of India Limited - Capital Market
National Stock Excange
07.2018 - 03.2019
B.Com - Accounting and Finance and economics
Swami Ramanand Teerth Marathwada University
06.2008 - 06.2012
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