ROGER BHUTAO
MUMBAI
Summary
Motivated MMS Finance aspirant with financial skills, passionate about markets, investments, and risk management. Eager to learn, drive growth, and contribute effectively to organizational success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Intern
Kotak Mahindra Bank
Mumbai
05.2025 - 07.2025
- Managed daily operations and served as the primary client contact for all inquiries related to accounts, loans, savings, credit, ATMs, and securities.
- Acquired knowledge about a branch's book size and operations, based on revenue generation and management. which also covers the branch's costs, including those of its staff.
- Concluded a comprehensive project on “Evaluating Retail Banking Excellence: A Study of Services, Segmentation, and Customer Satisfaction at Kotak Mahindra Bank” for Kotak Mahindra Bank.
Executive
Datamatics Global Services
Mumbai
11.2022 - 10.2024
- Managed accounting and taxation for clients in both the UK and the USA.
- Trained over 250 employees across 7 training batches in areas like Bill of Lading, invoices, agreements, and insurance receipts, etc. On BOL automation using Datamatics software.
- Supervised a night shift team of more than 120 employees.
- Proficient in key accounting software, including XERO, DEXT, QUICKBOOK, FRESHBOOK, FREEAGENT, and others.
- Experienced with proprietary software like Trucap+, TruBot, Datamatics Finato.
- Coordinated updates with international clients through various channels, including chat, email, and phone.
Executive
Concentrix (JPMC)
Mumbai
05.2022 - 11.2022
- Managed Calls as a Call center executive.
- Consistently handled a high volume of calls, averaging 70 per day.
Trainee
Epicenter
Mumbai
08.2021 - 02.2022
- Managed calls as a call center trainee.
- I also managed to complete the task of attending to more than 50 calls a day.
Education
MBA - Finance
St. Francis Institute of Management & Research
Mumbai05-2026
Bachelor of Commerce - Accounting and Finance
St. Andrews College, Bandra, Mumbai University
Mumbai03-2022
Accounting
Don Bosco Lonavala College, Mumbai University
Lonavala, Pune03-2017
Skills
- Worked on multiple accounting softwares like Xero, Dext, QuickBooks, FreshBooks, FreeAgent, worked on the company’s own softwares like Trucap, TruBot, Datamatics Finato, etc, Power BI, SQL, Canva, MS Office
- Worked on the company’s own software’s like Trucap, TruBot, Datamatics Finato, etc
- Power BI
- SQL
- Canva
- MS Office
Certification
• NISM (PURSUING)
• Investment Banking Financial Modelling (PURSUING)
• Advance Excel (PURSUING)
• Starting a Business (Certification course from Santa Clara).
• Certificate course in Computer Applications (MS-CIT)
• Investment Banking Financial Modelling (PURSUING)
• Advance Excel (PURSUING)
• Starting a Business (Certification course from Santa Clara).
• Certificate course in Computer Applications (MS-CIT)
Extracurricular Activities
• College Captain in Don Bosco College for Academic Year 2018-19
• Participated & represented college in an annual event.
• Volunteered and participated in college festivals & arranged sponsorships for the same
• Initiated and organized various events like matches and inter-class tournaments
• Member of Sports Committee, 2018-19
• Initiated and organized various events like matches and inter-class tournaments
• Volunteer, Sahas Charitable Trust (On Job Training).
Strengths
• Leadership skills
• Good learner
• Strong Verbal & Communication Skills.
• Focused and hardworking.
• Ability to learn new things.
• Interpersonal skills
• Motivational skills
• Problem solving
Languages
- English, Advanced
- Marathi, Advanced
- Hindi, Advanced
Hobbies & Interest
• Guitarist
• Singing
• Traveling
• Dancing
• Videography
Timeline
Intern
Kotak Mahindra Bank
05.2025 - 07.2025
Executive
Datamatics Global Services
11.2022 - 10.2024
Executive
Concentrix (JPMC)
05.2022 - 11.2022
Trainee
Epicenter
08.2021 - 02.2022
MBA - Finance
St. Francis Institute of Management & Research
Bachelor of Commerce - Accounting and Finance
St. Andrews College, Bandra, Mumbai University
Accounting
Don Bosco Lonavala College, Mumbai University