Pratik Sharad KulkarniPratik Sharad Kulkarni

06, New Govind Niwas, D.D.X Cross Road,Thakurwadi Dombivli (West) Mail: kpratik711@gmail.comContact No - 9029796083

SUMMARY2 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

» 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 6 Months

2014- till date India Infoline Finance Limited

Role: Senior Manager

Responsibilities

Preparing daily, weekly and monthly reports which include the details of various task performed at our end during the period.

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 DUBAI trip from company on achieving the targets in the 1st quarter of 2016 Got the best Relationship Manager Award for the year 2014-15.