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Rushikesh Gawande

@rushikeshgawande

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Mutual fund professional with strong interpersonal communication skills.

India

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What I'm looking for

I am looking for a challenging role in a dynamic organization that values growth and innovation.

I am a dedicated mutual fund professional with a strong background in finance and a passion for helping clients navigate the complexities of financial products. Currently, I serve as a Unit Manager at NJ India Invest Pvt Ltd, where I focus on recruitment and training of financial product distributors. My role involves developing and implementing effective business development strategies, educating distributors on various financial products, and evaluating their sales performance to recommend improvements.

Previously, I gained valuable experience as a Finance Intern at Bigbucks Financial Services Pvt Ltd, where I assisted the research team on mutual funds and managed client onboarding processes. My academic background includes a B.COM and a PGDTL, complemented by a PGDM in Finance. I am committed to continuous learning and have obtained several certifications, including NISM Mutual Fund Distributor and CFA Investment Foundation.

Experience

Work history, roles, and key accomplishments

Current

Unit Manager

Current

NJ India Invest Pvt Ltd

Sep 2024 - Present (10 months)

Recruited and trained Financial Products Distributors, and developed and implemented business development strategies. Educated distributors on financial products such as Mutual Funds, Loan Against Securities, and Bonds.

Recruitment Training Business Development Financial Products Relationship Building

Finance Intern

Bigbucks Financial Services Pvt Ltd

Feb 2023 - Jul 2023 (5 months)

Assisted the research team on mutual funds, performed client risk profiling, and managed KYC onboarding. Created presentations for investor awareness programs and managed data using Excel.

KYC Investor Awareness Data Management Microsoft Excel Administrative Support

Education

Degrees, certifications, and relevant coursework

Maharashtra Public School

SSC, General Studies

Grade: 82.20%

Completed secondary school education with a focus on core academic subjects. Achieved a strong academic performance, demonstrating foundational knowledge across various disciplines.

Deogiri College

HSC, General Studies

Grade: 73.69%

Completed higher secondary education, building upon foundational knowledge from secondary school. Focused on advanced subjects relevant to further academic pursuits.

Pandit Jawaharlal Nehru College

B.COM, Commerce

Grade: 76.80%

Pursued a Bachelor of Commerce degree, gaining comprehensive knowledge in business and finance. Developed skills in accounting, economics, and business management.

Manikchand Pahade Law College

PGDTL, Taxation Law

Grade: 72.40%

Completed a Postgraduate Diploma in Taxation Law, specializing in legal aspects of taxation. Acquired in-depth understanding of tax regulations and their application.

Institute of Management Development & Research

PGDM, Finance

Grade: 61.32%

Undertook a Postgraduate Diploma in Management with a specialization in Finance. Developed advanced skills in financial management, investment analysis, and strategic financial planning.