Akshay Shashishekhar Kulkarni
Pune
Summary
Experienced business professional with over 9 years in the financial industry, demonstrating strong communication and interpersonal skills. Proven ability to adapt to cross-functional and multicultural environments while effectively grasping and applying new technical and non-technical concepts. Committed to contributing to organizational growth and enhancing professional skills. Recognized for delivering high levels of satisfaction and achieving results.
Overview
10
10
years of professional experience
Work History
Associate Director
Unified Vision Wealth Pvt Ltd
Pune
03.2024 - Current
- Analyzed market trends and economic indicators to guide strategic investment decisions.
- Facilitated negotiations between buyers and sellers, achieving successful deal closures.
- Prepared tailored investment strategies presented to potential investors.
- Negotiated advantageous terms with financial institutions for client investments.
- Cultivated strong client relationships, delivering regular updates on portfolio performance.
- Spearheaded development of a digital client portal, improving communication and monitoring capabilities.
Cluster Head, Business Development
YES Securities India Limited
Pune
10.2021 - 02.2024
- Monitor Financial Market Trends to ensure efficient Investment Management
- Planning monthly operating plans with key stakeholders of partner channel distribution and monitor progress accordingly
- Drive Sales and Promotion activities with stakeholders through joint field work
- Periodic training of stakeholders on existing product baskets, newly launched products and compliance guidelines
- Managing client queries and compliance requirements with utmost efficiency
- Deliver sales targets on a Monthly, Quarterly and Annual basis
Wealth Manager, Pioneer Banking
IndusInd Bank Limited
06.2020 - 09.2020
- Managed active portfolio for Ultra HNI clients, tailoring investments to specific profiles and requirements.
- Onboarded HNI and Ultra HNI clients as well as corporate accounts.
- Addressed banking needs for mapped clients to ensure seamless financial operations.
Yes Premia Relationship Manager
Yes Bank Limited
08.2018 - 06.2020
- Executed active portfolio management strategies to optimize client investments.
- Onboarded high-net-worth individuals, enhancing client satisfaction and retention.
- Cross-sold diverse financial products tailored to individual client profiles and needs.
Deputy Manager - Privilege Banker
ICICI Bank Ltd
07.2016 - 08.2018
- Managed NRI banking portfolio to optimize financial performance and client satisfaction.
- Delivered exceptional customer service to enhance client relationships and retention.
- Oversaw daily operations to ensure efficiency and compliance with regulations.
Education
Master of Management Studies - Finance
St. John Institute of Management and Research
12.2016
Bachelor of Business Administration - Marketing
Kaveri College of Science and Commerce
12.2014
HSC -
S.D.S.M. College
12.2011
AISSE -
Chinmaya Vidyalaya Tarapur
12.2009
Skills
- Microsoft Office Suite
- Data analysis
- Investment strategy
- Market analysis
- Client relationship management
- Channel partnership management
- Cultural adaptability
- Communication & Interpersonal skills
Accomplishments
- Certificate of Achievement for top performer in InvestorAi FTM Baskets in 2022
- Qualified for International Rewards & Recognition Program (Prague) in 2020
- Qualified for International Rewards & Recognition Program (Quest 4 Moscow) in 2019
- Qualified for Zonal Competency Development Program (Majestic Mussoorie) in 2017
- Qualified for Zonal Competency Development Program (Andaman & Nicobar Islands) in 2016
- Received 'All Rounder Student of the Year' in 2014
- Certificate of Achievement- Rank 2 in 'THE BANK SHOP' conducted by BMCC in 2014
Languages
English
Marathi
Hindi
Interests
Qualified for Regional Competency Programme (Champions Trophy, Sword of Honor) Part of Designing Team for Scintilla 2015 - Involved in complete designing of the magazine (Layout, Designs, Content)
Part of Data Collection Team (Field Work) of companies in Tarapur MIDC for 'Laghuswapna 2015'
Participated in 'Bulls & Bears' at Atharva College of Management & Studies, Malad Participated in 'THE BANK SHOP' at BMCC, Pune in 2014
Projects
Six Capital- An Overview of FX Trading in Six Capital, Various Chart Patterns Trading Procedure
Veer Consultancy Services- Financial Diagnosis of Pharmaceutical Company, How to analyze a company, Corporate Financial Planning, New ways to analyze a business
Karrat Chemicals Pvt. Ltd- Customer Satisfaction & Distribution Channels, Importance of Supply Chain Management
Disclaimer
I hereby declare that all the information given above is true and correct to the best of my knowledge.
Timeline
Associate Director
Unified Vision Wealth Pvt Ltd
03.2024 - Current
Cluster Head, Business Development
YES Securities India Limited
10.2021 - 02.2024
Wealth Manager, Pioneer Banking
IndusInd Bank Limited
06.2020 - 09.2020
Yes Premia Relationship Manager
Yes Bank Limited
08.2018 - 06.2020
Deputy Manager - Privilege Banker
ICICI Bank Ltd
07.2016 - 08.2018
Master of Management Studies - Finance
St. John Institute of Management and Research
Bachelor of Business Administration - Marketing
Kaveri College of Science and Commerce
HSC -
S.D.S.M. College
AISSE -
Chinmaya Vidyalaya Tarapur