Atharva Kulkarni
@atharvakulkarni4
Aspiring finance professional with expertise in credit risk assessment.
IndiaWhat I'm looking for
I am an aspiring finance professional currently pursuing a Post Graduate Diploma in Management with a focus on Financial Analytics. My academic journey has equipped me with a solid foundation in finance, complemented by practical experience in credit risk assessment and financial statement analysis. I am passionate about leveraging my skills to deliver insights that enhance performance in the Banking and Finance sector.
In my recent role as a Branch Sales Executive at Bandhan Bank, I successfully achieved up to 100% of monthly sales targets, contributing to a 15% increase in branch revenue. My commitment to ensuring KYC-AML compliance and providing personalized investment guidance led to a 30% improvement in customer retention. Additionally, my internship at LIC allowed me to onboard new clients and generate significant policy value, showcasing my ability to drive results in a competitive environment.
Experience
Work history, roles, and key accomplishments
Branch Sales Executive
Bandhan Bank Limited
Feb 2023 - Jul 2023 (5 months)
As a Branch Sales Executive, I achieved 100% of monthly sales targets, increasing branch revenue by 15% through effective cross-selling of financial products. I ensured compliance with KYC-AML regulations and improved customer retention by 30% through personalized investment guidance and processed loan documentation for multiple customers weekly.
Financial Planning & Policy Advisor Intern
Life Insurance Corporation of India (LIC)
Jun 2021 - Jan 2022 (7 months)
During my internship at LIC, I generated over ₹5 Lakhs in policy value by onboarding new clients and improving the customer conversion rate through effective product demonstrations and risk assessments. I focused on selling Life Insurance Policies and Investment Plans.
Education
Degrees, certifications, and relevant coursework
National Academy of Defence Production
Post Graduate Diploma in Management, Business Management
2024 - 2026
Pursuing a Post Graduate Diploma in Management with electives in Financial Analytics, Supply Chain Management, and Marketing Research.
RNC Arts, JDB Commerce & NSC Science College
Bachelor of Business Administration, Finance
2019 - 2022
Grade: 84.41%
Completed Bachelor of Business Administration with a focus on Finance, achieving a score of 84.41%.
St. Lawrence High School & Junior College
Higher Secondary Certificate, Commerce
2017 - 2019
Grade: 72.77%
Completed Higher Secondary Education in Commerce with a score of 72.77%.
Indian Language School (ILS)
Secondary School Certificate, General Education
2015 - 2017
Grade: 6.6 CGPA
Completed Secondary Education under the CBSE Board with a CGPA of 6.6.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
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