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Kaustubh Sankpal

Kaustubh Sankpal

Internship Trainee

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

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  • 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