Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Interests
Projects
Disclaimer
Timeline
Generic
Akshay Shashishekhar Kulkarni

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
Akshay Shashishekhar Kulkarni