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Atharva Kulkarni

@atharvakulkarni4

Message

Aspiring finance professional with expertise in credit risk assessment.

India

Message

What I'm looking for

I am looking for a role that offers growth opportunities, a collaborative environment, and the chance to apply my analytical skills in finance.

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.

Sales Strategy KYC Customer Retention Loan Documentation Cross Selling Revenue Relationship Management Team Collaboration

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.