Om Kawade

I’m an MBA Dual (Finance & Marketing) postgraduate with hands-on exposure to capital markets operations, reconciliation-style workflows, and the trade lifecycle and corporate actions fundamentals. I’m known for turning complex inputs into clear outputs using structured analysis and strong stakeholder communication.

Through my internships, I supported business growth and execution across multiple finance and commercial functions. As a Marketing Intern, I contributed to market analysis and brand positioning for an energy drink venture; as a Mutual Fund Dealer, I drove B2B sales and built client relationships to support investment solutions.

On the finance side, I managed book keeping and inventory tracking to keep financial and supply chain processes efficient. I also supported tax auditing by structuring tax slabs, identifying client tax-saving opportunities, and reviewing tax liabilities for accuracy.

I bring strong MS Excel capability (VLOOKUP, XLOOKUP, Pivot Tables) alongside a fundamentals-first approach to fund accounting/NAV, trade settlement, and corporate actions. I’m committed to continuous learning—backed by NISM VA Mutual Fund Distributor certification and finance-focused coursework from Wharton and performance/process programs from Harvard—while supporting global banking operations through my German (A1) certification.