Sagar D Ambulgekar
Pune
Summary
To achieve the pinnacle of a values driven corporation and to carve a niche for myself by creating a benchmark for others to follow in a best possible way & I would like to explore my professional education & functional talents with satisfaction myself in my career.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Wealth Management
Yes Bank Ltd
09.2017 - Current
- Accusation and handling of HNI client
- Handling day to day Bank Customer transactions
- Solve their queries
- Assist them
- Provide Good service
- Provide Advises about Financial Planning with following Compliance
AXIS Bank
05.2014 - 09.2017
Auditor
SMM India Ltd
01.2012 - 07.2013
Education
Master’s in Business Administration - Finance
Pune University
06-2012
Bachelor of Commerce - Banking & Finance
Pune University
06-2010
CA -CPT -
Institute of Chartered Accountants of India
01.2009
Higher secondary certificate - commerce
Maharashtra board
06-2007
Senior Secondary certificate -
Maharashtra board
06-2005
Skills
- Basic Knowledge of MS Office
- MSCIT
- Excellent Interpersonal Skills
- Self-Disciplined
- Highly Diligent and Committed
- Team player
Certification
- IRDA Certified
- NISM Certified
Accomplishments
- All India 5th Rank in CA-CPT
- Rewarded with various RNR awards in bank for performance
Personal Information
- Title: Wealth Management, Accusation and handling of HNI client, Handling day to day Bank Customer transactions, solve their queries, assist them, provide Good service, Provide Advises about Financial Planning with following Compliance.
- Date of Birth: 10/14/89
- Gender: Male
Languages
- English
- Hindi
- Marathi
Disclaimer
I do hereby declare that the details provided by me in this resume are correct and I have knowingly not omitted/ misrepresented any information. I am aware that the company can use this data for verification purposes and any material inconsistency identified between the details shared above versus actual information would have a bearing on my employment, based upon company’s policies.
Keyactivities
- G.S. IN College
- Played National level Indoor Cricket
- Captain of Cricket Team in School
- Participate in various social activities
- Won various competitions in school & college
- Scholarship Holder of Central Government
- Got various Appreciation Certificates Medals in Bank
Salariedproficiency
- Yes Bank Ltd, 09/01/17, Present
- AXIS Bank, 05/01/14, 09/01/17
- SMM India Ltd, 1.5 Years, Auditor
Timeline
Wealth Management
Yes Bank Ltd
09.2017 - Current
AXIS Bank
05.2014 - 09.2017
Auditor
SMM India Ltd
01.2012 - 07.2013
Master’s in Business Administration - Finance
Pune University
Bachelor of Commerce - Banking & Finance
Pune University
CA -CPT -
Institute of Chartered Accountants of India
Higher secondary certificate - commerce
Maharashtra board
Senior Secondary certificate -
Maharashtra board
Similar Profiles
Yati TawniyaYati Tawniya
Personal Banker at Yes Bank LtdPersonal Banker at Yes Bank Ltd
MURALI SMURALI S
Branch Operations Manager at Yes Bank LtdBranch Operations Manager at Yes Bank Ltd
BHAVANA S GOWDABHAVANA S GOWDA
Assistant Manager, CAD Front Office (Wholesale Banking) at YES Bank LtdAssistant Manager, CAD Front Office (Wholesale Banking) at YES Bank Ltd
ADITI SHARMAADITI SHARMA
RELATIONSHIP MANAGER at YES BANK LTDRELATIONSHIP MANAGER at YES BANK LTD
Pratik ChaflePratik Chafle
Data Engineer Manager at SaksoftData Engineer Manager at Saksoft