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Mukta Gadkari

Mukta Gadkari

Management Trainee

Followers of Mukta Gadkari490 followers
location of Mukta GadkariMaharashtra, India

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  • Timeline

  • About me

    Function Expert / Sr business Analyst in Wealth Management domain

  • Education

    • ICFAI

      2003 - 2005
      CFA Finance, Accounts First Class

       Topper in Economics in Group Alpha of MS Finance (CFA) Stood 10th in Level Three of MS Finance (CFA)

    • VESIMSR, Mumbai

      2003 - 2005
      MBA Finance

    • University of Mumbai

      2001 - 2003
      M.Com Accounts

      Secured 73%

  • Experience

    • The Thane Janata Sahakari Bank Ltd.

      May 2005 - Feb 2006
      Management Trainee

      Management Trainee in Investment, Accounts and Credit Department with following responsibilities Arriving excess fund available with bank after considering CRR to be maintained and other daily requirements Investment in Call Money Market, G-Sec Calculation of Investment Provision Centralized Payment Handling Credit analysis of commercial proposals

    • FinEng Solutions

      May 2006 - Jul 2010
      Sr. Business Analyst

      1. Preparing Business Proposal as well as Requirement Specification Document.2. Transferring the business knowledge to development team.3. Evaluating Functional Test Cases and conditions .4. Provide training and UAT support to business users.5. Monitor the project progress by creating Project Management Plan, conducting regular review meeting with clients and team members.

    • 3i Infotech

      Jul 2010 - Apr 2015

      Being a key member of product team, working on implementation of 3i Infotech’s wealth management product inclusive of following functionalities1. Goal based Financial Planning and Risk Profiling process based on risk appetite of individual client.2. Insurance Processing Model used by bank for distribution of same.3. Commission processing, reconciliation as provided by AMCs to different brokers.4. Reporting based on inclusive or exclusive of various charges.5. Consolidate order processing module as per business processing pertaining to investments in UAE markets.6. Involved in various presales activities such as preparation of business proposals, time & effort estimation and product demonstration. Show less

      • Sr Manager - Functional Lead

        May 2013 - Apr 2015

      • Consultant: Investment Management Products- Wealth

        May 2012 - May 2013

      • Associate Consultant

        Jul 2010 - May 2012

    • Miles Software Solutions Private Limited

      May 2015 - Oct 2016
      Project Manager

    • 3i Infotech Ltd.

      Dec 2019 - now
      Sr Manager

    • Azentio Software

      Apr 2021 - now
      Senior Manager

  • Licenses & Certifications

    • Chartered Financial Analyst

      ICFAI, Hyderabad
      May 2003

  • Honors & Awards

    • Awarded to Mukta Gadkari
      Gold Medal in Group Alpha ICFAI Apr 2004