Aditya Gawas
Kalyan
Summary
BAF graduate with strong knowledge of accounting and finance ,skilled in MS Excel . Detail-oriented quick learner, and eager to start a career in the finance domain. A quick learner ,seeking an entry level opportunity in finance .
Overview
1
1
year of professional experience
2
2
Certifications
Work History
Mutual Fund Advisor
Startek (SBI Mutual Fund)
11.2025 - Current
- Assisted sales team members in preparing compelling presentations highlighting success stories from satisfied investors.
- Managed risk by diligently monitoring client portfolios, adjusting investment allocations as needed based on market conditions or changes in client objectives.
- Streamlined operational processes for improved efficiency, enabling timely execution of trades and accurate reporting.
- Developed effective marketing initiatives that showcased the benefits of various mutual funds, driving increased portfolio growth.
Mutual Fund Advisor
Digitide Solution Limited (Motilal Oswal)
01.2025 - 09.2025
- Conducted ongoing due diligence reviews of fund performance against benchmarks providing transparency regarding the progress toward achieving targeted goals.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to mutual fund investments.
- Established rapport with internal partners such as compliance, legal and operations streamlining communication channels across departments.
- Monitored market trends to provide informed guidance on investment strategies, maximizing returns for clients.
Education
Bachelor of Accounting & Finance -
KM Agrawal Collage
Kalyan 04.2001 -
HSC - Financial Accounts
KM Agrawal Collage
Kalyan 04.2001 -
SSC -
Vani Vidya School
Kalyan, India 04.2001 -
Skills
Time Management
Communication Skills
Problem-solving ability
Teamwork
Certification
NISM 5 A Mutual Fund Distributor
Timeline
Mutual Fund Advisor
Startek (SBI Mutual Fund)
11.2025 - Current
Mutual Fund Advisor
Digitide Solution Limited (Motilal Oswal)
01.2025 - 09.2025
Bachelor of Accounting & Finance -
KM Agrawal Collage
04.2001 -
HSC - Financial Accounts
KM Agrawal Collage
04.2001 -
SSC -
Vani Vidya School
04.2001 -