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Aniket Patil

Aniket Patil

Summer Intern

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location of Aniket PatilMumbai, Maharashtra, India

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  • Timeline

  • About me

    Manager at HDFC Bank

  • Education

    • Welingkar Institute of Management

      2014 - 2016
      Masters of Management Studies Finance

    • Shah And Anchor Kutchhi Engineering College

      2008 - 2011
      Diploma in electronics engineering Electronics enginnering

    • Mumbai University Mumbai

      2011 - 2014
      Bachelor of Engineering - BE Electronics engineering

  • Experience

    • Siemens

      May 2011 - May 2011
      Summer Intern

      Learnt about the function of "Technical Services" and "Maintenance"department of power generators.Gained rich insights into a multinational industrial manufacturing work environment.

    • SBI Capital Markets

      May 2015 - Jun 2015
      MBA Summer Intern

      My project involved Analysis of Bidding of Coal Blocks. The existing process of forward bidding E-Coal auction and its impact on coal prices.Studied the on going reverse bidding process for the coal mines and its cost saving to the various companies.I travelled to Chandrapur to gain the valuable information of process of coal mines and there new techniques to reduce the cost. Analysed the field data and recommended follow up steps to the company.

    • Kotak Securities

      May 2016 - now
      Deputy Manager

      Currently getting a rich experience in managing HNI clients services.Administering portfolio of HNI clients and ensure compliance with SEBI regulations.Getting clients on board using various services like SLBM, IPO Funding, Margin Funding, Bonus Stripping. Constant brain storming on raising customer contactability is also part of my job here. Also organised promotional events and client engaging sessions in collaboration with product and marketing team. I am accountable for preparation and execution of financial planning for NRI clients.Managing all transaction process and delivery of services, providing services to existing customers and managing all aspects of customer relationships.Identifying opportunity by cementing relationships with existing clients to cross sell third party products such as MF, LifeInsurance, PMS. Show less

    • HDFC Bank

      Oct 2018 - now
      Manager

  • Licenses & Certifications

    • Equity derivatives

      National Institute of Securities Markets (NISM)
      Jun 2016

    • Currency derivatives

      National Institute of Securities Markets (NISM)
      Nov 2016

    • Mutual fund distribution

      National Institute of Securities Markets (NISM)
      Oct 2017

    • Securities operations and risk management

      National Institute of Securities Markets (NISM)
      Jun 2016