
Akhtar Pathan
Auditor

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About me
Assistant Manager at Edelweiss AMC | Ex-Kotak AMC | PMS | NISM XA | NISM VA |
Education

Shri Ramdeobaba College of Engineering and Management
2016 - 2021Master of Business Administration - MBA(Integrated) Finance and Marketing 9.45 CGPAActivities and Societies: Secretary of Student Development Council (IMBARC-DMT RCOEM )
Experience

Gitanjali Gems Ltd
Dec 2016 - Jan 2017AuditorWorked as an auditing staff at Gitanjali gems Mumbai under V. Ravi Kumar and Associates (A CA firm in Nagpur). Main task was to carry out the complete valuation of the company.

PManifold Business Solutions Pvt. Ltd.
Oct 2017 - Nov 2017General ManagementAll the General management work in order to make Global Nagpur Summit by Nagpur First Charitable Trust a grand success and we executed the event successfully at a grand level.

Sharekhan
May 2018 - Jul 2018Finance Intern-Research securities of target industries and companies to provide investment recommendations.-Collect & Interpret company data to facilitate recommendations.-Maintain up-to-date knowledge of financial services industry happenings and current events.-Studied various financial instruments like equity, debt, derivatives etc.

BILT
May 2019 - Jun 2019Assistant Marketing InternAs an Internship trainee at Marketing service Department (MSD) at BILT. I was responsible for updating the stock in the system according to the production taking place, Maintaining stock and clearing the orders place by the customers, To look after loading of the products in the vehicle and dispating the paper products to the respective customer.

PROPERTYPISTOL.com
Nov 2019 - Dec 2019Internship TraineeImplementing managerial sales skills to expertise in real estate industry and working as a channel partner with India’s Top Real Estate brands naming L&T, Lodha, Godrej, Birla.Organizing a site visit for the prospect clients and providing them with the project detailsmatching their needs.

Colgate-Palmolive
Jan 2020 - Jan 2020Project Intern
PROPERTYPISTOL.com
Jan 2021 - May 2021Assistant Sales ManagerLooking after entire channel sales of Birla Estates, L&T Realty, Hiranandani, Shapoorji Pallonji and Mahindra Life spaces.

Kotak Mahindra Asset Management Companies Limited
Aug 2021 - Jun 2022Relationship Manager-Close co-ordination with various advisors, bankers & partners for ensuring smooth and profitable operations.-Portfolio management of HNI clientele.-Leading, mentoring & monitoring performance for ensuring efficiency in process operations andmeeting of individual & group targets.-Manage sales function for enhancing market share.-Continuous monitoring of performances.-Plan funds for diverse operations, ensuring adherence to allocated goals & budgets.-Conduct morning huddles & product training at banks, Seminars/Presentations for corporates,Institution etc. Show less

Edelweiss Asset Management Limited
Dec 2022 - nowAssistant Manager
May 2024 - nowAssociate Business Manager
Dec 2022 - May 2024
Licenses & Certifications

Digital Marketing
GoogleJun 2019- View certificate
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NISM VA Mutual funds Distributors Certification
National Institute of Securities Markets (NISM)Jun 2021 - View certificate
.webp)
NISM series X-A Investment Advisor (Level 1)
National Institute of Securities Markets (NISM)Aug 2021 - View certificate

Services Marketing : Integrating People, Technology, Strategy
NPTELJun 2020 .webp)
NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
National Institute of Securities Markets (NISM)Jan 2023
NSE Academy's Certified Capital Market Professional (NCCMP)
National Stock Exchange of India LimitedJun 2018
Honors & Awards
- Awarded to Akhtar PathanMerit Award Shri Ramdeobaba college of engineering and Management Nagpur Jun 2019 Awarded for being batch 1st topper
Languages
- hiHindi
- maMarathi
- enEnglish
- geGerman
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