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Aditya Shinde

Aditya Shinde

Executive Trainee

Followers of Aditya Shinde1000 followers
location of Aditya ShindeMumbai, Maharashtra, India

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  • Timeline

  • About me

    MMS Finance | CRKIMR'22 | SQL | MS Excel | MS Power BI | Python

  • Education

    • Pillai College of Arts,Commerce and Science

      2015 - 2018
      BCom - Bachelor of Commerce A

    • Chetana's R. K. Institute of Management & Research

      2020 - 2022
      Masters of Management Studies 9.13

  • Experience

    • Anand Rathi Wealth Limited

      Feb 2022 - Jan 2023
      Executive Trainee

      - Proficiently executed Mutual Fund transactions on the BSEStar platform, ensuring efficient and accurate processing.- Provided swift resolutions to queries and issues pertaining to Mutual Fund transactions, ensuring a responsive and customer-focused approach.- Reconciling PMS accounts to ensure regulatory compliance by maintaining optimal portfolio allocation.- Collaborated and coordinated with various stakeholders of the company to guarantee seamless operations in Mutual Fund activities. Show less

    • ICICI Prudential AMC Ltd

      Mar 2023 - Aug 2023
      Assistant Manager

      - Spearheaded the promotion and sale of Mutual Fund and Portfolio Management Services (PMS) products to Retail and High-Net-Worth (HNI) clients within the assigned client database.- Managed assets totaling 160 Crores for a portfolio of 200 clients.- Collaborated with a team of financial advisors to develop and deliver client presentations, effectively communicating investment strategies and product benefits.

  • Licenses & Certifications

    • Microsoft Power BI Desktop for Business Intelligence (2023)

      Udemy
      Sept 2023

    • Microsoft Excel - Excel from Beginner to Advanced

      Udemy
      Oct 2020

  • Honors & Awards

    • Awarded to Aditya Shinde
      Silver medalist WIFA Skillanation June 1, 2019