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Pranav Kshetramade

Pranav Kshetramade

Paraplanner

Followers of Pranav Kshetramade696 followers
location of Pranav KshetramadeMumbai, Maharashtra, India

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  • Timeline

  • About me

    AVP - Lead Policy Co-Lending at DCB Bank

  • Education

    • Financial Planning Standards Board, India

      2013 - 2014
      Certified Financial Planner (CFPCM) Financial Planning and Services

    • Thakur College of Science & Commerce

      2010 - 2013
      Bachelor of Banking & Insurance Banking and Financial Support Services

    • Welingkar Institute of Management

      2015 - 2017
      Master of Business Administration (MBA) Finance, General

  • Experience

    • Gettingyourich.com

      Jan 2014 - Jun 2015
      Paraplanner

      Making financial plans for clients and recommending investment options as per the client's goal and risk profile

    • IDBI Bank

      May 2016 - Jun 2016
      Credit Analyst Intern

      Corporate Finance - Working Capital Assessment for Corporate clients

    • HDFC Limited

      Mar 2017 - May 2020

      • Assistant Manager - Retail Lending Operations

        Aug 2018 - May 2020

      • Management Trainee - Retail Lending Operations

        Mar 2017 - Jul 2018

    • IDFC FIRST Bank

      May 2020 - Aug 2021
      Manager - Credit underwriting

    • Fedbank Financial Services Ltd - Fedfina

      Aug 2021 - Sept 2024

      • Associate Vice President - Credit Analyst

        May 2024 - Sept 2024

      • Senior Credit Analyst - Home loan and LAP

        Aug 2021 - May 2024

    • DCB Bank

      Sept 2024 - now
      AVP - Lead Policy Co-Lending

  • Licenses & Certifications

    • Certified Financial Planner(CFPCM)

      Financial Planning Standards Board of India