1. Pratik Sharad KulkarniPratik Sharad Kulkarni
06, New Govind Niwas, D.D.X Cross Road,
Thakurwadi Dombivli (West)
Mail: kpratik711@gmail.com
Contact No - 9029796083
SUMMARY
2 Years of experience in Finance Domain, having good knowledge of Financial Products like Equity,
Derivatives, Fixed Incomes & Trade life cycle of listed and OTC Products along with Risk Management
and Reconciliation
EDUCATION
2014 Imarticus Learning Mumbai, India
• Certified Investment Banking Operations Professional (In Progress)
» Investment Bank Roles And Functions
» Functions Of Financial Markets & various participants
» Securities And Derivatives
» Fixed Income, Forex and OTC Products
» End to end Trade Life Cycle of Listed & OTC Products
» Functioning of Clearing And Settlement Systems
» Risk Management
» AML and KYC
2010– 2014 S.S.J.C.E.T Asangaon (Mumbai University) Mumbai, India
• B.E (Mechanical Engineering – First Class)
2008– 2010 South Indian Association Junior College Mumbai, India
• H.S.C(62.14%)
March 2008 South Indian Association High School Mumbai, India
• S.S.C (79.84%)
TOTAL WORK EXPERIENCE: 2YEARS
2014- till date India Infoline Finance Limited
Role: Associate Relationship Manager
Responsibilities
• Preparing daily, weekly and monthly reports which include the details of various task performed at our
end during the period
• Making VBA Excel Automations and making macros to save time
• Managing the leads in the CRM.
• Good knowledge of Customer Relationship Management.
• Currently handling a team of 4 relationship managers.
• Advising clients on their investments.
• Also advising on derivatives strategies to the clients.
• Generating 2x of revenue every month.
Achievements
• Got promotion after 3 months of joining.
• Secured First Rank in NIIT Quiz Olympiad.
• Learned First Level German language.
• Got the EUROPE trip from company on achieving the targets in the 1st
quarter of 2015.
• Got the SINGAPORE trip from the company on achieving the targets in the 2nd
quarter of 2015.
• Got the MALAYSIA trip from the company on achieving the targets in the 3RD
quarter of 2015
• Got the best Relationship Manager Award for the year 2014-15.