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Kaustubh Udgaonkar

Kaustubh udgaonkar

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location of Kaustubh UdgaonkarPune, Maharashtra, India
Phone number of Kaustubh Udgaonkar+91 xxxx xxxxx
Followers of Kaustubh Udgaonkar695 followers

  • Timeline

    Jan 2008 - May 2009

    Junior Engineer

    THERMAX Ltd
    May 2009 - Mar 2010

    Project Engineer

    K.D.I.S Pvt. Ltd
    Apr 2011 - Jun 2011

    Portfolio management

    Internship @ India Infoline Ltd., Bangalore
    Jul 2012 - Nov 2014

    Assistant Manager-Privilege Banker

    ICICI Bank
    Dec 2014 - Nov 2015

    Preferred Relationship Manager

    HDFC Bank
    Jan 2016 - Jan 2019

    Burgundy Relationship Manager

    Axis Bank
    Feb 2019 - Jun 2022

    Senior Manager

    Kotak Securities
    Current Company
    Jun 2022 - now

    Associate Vice President

    TrustPlutus Wealth (I) Pvt. Ltd.

  • About me

    Associate Vice President- Client Relations

  • Education

    • M.i.t. junior college, maharashtra board

      -
      Class 12

      Higher Secondary High School.

    • M.i.t. high school, maharashtra board

      -
      Class 10

    • Alliance university

      2010 - 2012
      Mba finance

      Activities and Societies: Member of Football and Cricket team Completed MBA in Finance. Alumni of 2012.

    • Dr. d.y.patil institute of engg. and tech.

      2002 - 2007
      B.e. instrumentation

      Activities and Societies: Member of the Runners up team at 2 National level ROBOTIC competitions. Completed Bachelor of Engineering in Instrumentation.

  • Experience

    • Thermax ltd

      Jan 2008 - May 2009
      Junior engineer

    • K.d.i.s pvt. ltd

      May 2009 - Mar 2010
      Project engineer

      Key Responsibilities To conduct the office work, documentation as well as site work in respect of completion of sites and Follow up with subcontractors as well as client for the work from starting of site, mobilizing the site till closure of site.

    • Internship @ india infoline ltd., bangalore

      Apr 2011 - Jun 2011
      Portfolio management

      Internship title was 'Blue Chip price fluctuation and Portfolio Management'. It was analysis of macroeconomic factors on price movements in the market.

    • Icici bank

      Jul 2012 - Nov 2014
      Assistant manager-privilege banker

    • Hdfc bank

      Dec 2014 - Nov 2015
      Preferred relationship manager

    • Axis bank

      Jan 2016 - Jan 2019
      Burgundy relationship manager

    • Kotak securities

      Feb 2019 - Jun 2022
      Senior manager

    • Trustplutus wealth (i) pvt. ltd.

      Jun 2022 - now
      Associate vice president

  • Licenses & Certifications

    • Irda, amfi

      Irda,amfi