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 - LinkedInFinancial Modeling Foundations - LinkedInCorporate Financial Statement Analysis - LinkedInTechnical AnalysisEquity Research
Research and Trading
Mutual Funds Research
SalesAdvanced financial analysis
Financial and operational reporting
Analytical and Critical Thinking
Multitasking Abilities
Interpersonal Communication
Attention to Detail
Flexible and Adaptable
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