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Atharva Shaligram

Atharva Shaligram

Finance Intern

Followers of Atharva Shaligram885 followers
location of Atharva ShaligramPune, Maharashtra, India

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  • Timeline

  • About me

    Aspiring MBA Student | Enthusiast of Financial Markets | Eager Learner and Challenge Seeker

  • Education

    • Progressive Education Society Modern College of Arts,Science and Commerce, Shivajinagar, Pune 411005

      2017 - 2020
      Bachelor of Business Administration Financial Management First Class - 69.04%

      Activities and Societies: •Part of Core Management Committee for arranging the College fest - Aarohan. •Part of Core Management Committee for arranging Social Week Sessions focusing on spreading awareness about the present social issues in the society.

    • Dr. Kalmadi Shamrao Junior College

      2016 - 2017
      HSC Science 63.30%

    • Dr. Kalmadi Shamrao High School Pune

      2014 - 2015
      SSC 83.30%

  • Experience

    • AMFI Registered Mutual Fund Distributor

      Mar 2020 - Nov 2020
      Finance Intern

      Responsible for assisting IFA with AUM of 15 crores in carrying out financial planning, developing asset allocation strategies, managing client equity portfolio, periodical portfolio review, equity research, analysis of stocks and mutual fund schemes. I was also responsible for making presentations for client acquisition and opening their ECAN and Demat accounts by carrying out in person verfication.

    • PowerMann Consult

      Dec 2020 - May 2021
      Finance Trainee

      Responsible for assisting in the process of invoicing and receivable management for POWERCON Ventures India Private Limited and the other POWER Group companies. Hands on experience in projecting cashflows, carrying out debtor's reconciliation, creating MIS reports, submitting the documents for import remittances of the company in the bank, assisting the team in system transition from Tally ERP to ERP Next,

    • Deutsche Bank

      Jan 2022 - Jan 2023
      Reconciliation Production Analyst

    • DWS Group

      Jan 2023 - May 2024

      • Senior Operations Analyst

        Mar 2024 - May 2024

      • Operations Analyst

        Jan 2023 - Mar 2024

  • Licenses & Certifications

    • AMFI Registered Mutual Fund Distributor

      Association of Mutual Funds in India (AMFI)
      Sept 2021

    • Trainee

      Sharekhan
      Dec 2019

    • Point Of Sales

      GENNEXT INSURANCE BROKERS PRIVATE LIMITED
      Mar 2020

    • What is Data Science?

      Coursera
      Oct 2020
      View certificate certificate