Kaustubh Sankpal

Kaustubh sankpal

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location of Kaustubh SankpalPune, Maharashtra, India
Followers of Kaustubh Sankpal2000 followers
  • Timeline

  • About me

    Relationship Manager- SBI MUTUAL FUND || IFA CHANNEL || NISM XA, NISM XXI A Certified

  • Education

    • Government college of engineering & research, avasari khurd (gcoeara)

      2016 - 2020
      Bachelor of engineering mechanical engineering

      Activities and Societies: -SAE BAJA -NSS -IRSC -SAEISS Tractor Design Competition -I2I -Department Head of colleges techfest ABINITIO

    • R. m. dhariwal english medium school, shirur

      2004 - 2014
    • Vidyadham junior college of science shirur

      2014 - 2016
      Science
    • Indira institute of management, pune (mba)

      2021 - 2023
      Master of business administration - mba
  • Experience

    • Rashtriya chemicals & fertilizers limited

      Jun 2019 - Jun 2019
      Internship trainee

      - Worked under senior engineers in Mechanical department. Learnt about trouble shooting of various problems with pumps, valves etc. - Understood role of engineer in a company. Studied various mechanical systems in the company.

    • Wheels india limited

      Mar 2021 - Dec 2021
      Graduate trainee

      - Involved in standard room activities and preparing inspection reports for customers.- Implemented “5 s” to maintain the efficiency and improve the ergonomics.- Worked with a team of 5 coordinating with the design and production team to ensure high level of quality.- Assisted in compiling PPAP (Production Part Approval Process) documents for getting approval of new product.Achievements - Won award for giving 5 Kaizen (Improvement suggestion)

    • Moon sez consultants pvt. ltd.

      May 2022 - Jun 2022
      Management trainee

      - Assisted in preparation compliance documentation for a new IFSC GIFT City unit - Audited client documents for rule compliance. - Collaborated with IT Team to establish an internal ERP system.

    • Sbi mutual fund

      Mar 2023 - now
      Relationship manager - ifa channel

      -Develop, implement strategy to achieve planned growth objectives for the IFA channel. -Acquisition of New IFAs in system for B2B sales.-Market & industry analysis for generating & increasing sales.

  • Licenses & Certifications

    • Corporate financial statement analysis

      Linkedin
      Jan 2023
      View certificate certificate
    • Investment foundation

      Cfa institute
      Nov 2020
      View certificate certificate
    • Financial modeling and forecasting financial statements

      Linkedin
      Jan 2023
      View certificate certificate
    • Beginner to pro in excel: financial modeling and valuation

      Udemy
      Feb 2022
      View certificate certificate
    • "nism-series-xiii: common derivatives certification examination"

      National institute of securities markets (nism)
      Oct 2025
    • Nism series xxi-a: portfolio management services(pms) distributors

      National institute of securities markets (nism)
      Dec 2023
    • Nism series xa: investment advisor(level 1)

      National institute of securities markets (nism)
      Sept 2024
  • Volunteer Experience

    • Volunteer

      Issued by National Service Scheme on Jun 2016
      National Service SchemeAssociated with Kaustubh Sankpal
    • Volunteer

      Issued by Indian Road Safety Campaign on Jul 2017
      Indian Road Safety CampaignAssociated with Kaustubh Sankpal
    • Volunteer

      Issued by COEP's Bhau Institute of Innovation, Entrepreneurship and Leadership on Jul 2017
      COEP's Bhau Institute of Innovation, Entrepreneurship and LeadershipAssociated with Kaustubh Sankpal
    • Team member

      Issued by SAE Tractor Design Competition on Jul 2017
      SAE Tractor Design CompetitionAssociated with Kaustubh Sankpal