ashwini badgujar
Premium Acquisition Manager
About
Passionate about financial analytics and investment research, seeking an opportunity to apply data-driven insights in evaluating market trends, portfolio performance, and strategic financial decisions while contributing to organizational growth and innovation.
Skills & Expertise (16)
Work Experience
Premium Acquisition Manager
Kotak Mahindra Bank
Jan 2026 - Present
Identify and acquire High Net-Worth Individuals (HNI) customers through strategic prospecting and networking. Arrange and conduct meetings with potential clients to understand their financial and business requirements. Analyze customer turnover, business profile, and financial needs to recommend customized banking and financial solutions. Promote and cross-sell a range of banking products such as current accounts, trade services, and investment solutions. Build and maintain strong long-term relationships with clients to enhance customer satisfaction and retention. Coordinate with internal teams to ensure seamless onboarding and service delivery. Achieve monthly and quarterly acquisition and revenue targets.
Finance Intern
PD Industrial Enterprises
Present - Present
Assisted in retail operations and sales support for scooters, gaining exposure to front-end business processes. Performed GST-related financial calculations and analysis using Excel. Engaged in campaign calling to support marketing initiatives and outreach. Conducted competitor data analysis to support strategic decision-making.
Education
MBA (Finance) - St. John College of Engineering and Management, Palghar
2024 - 2026 · Afghanistan
B.Sc. (Statistics) - Pratap College, Amalner, Jalgaon
2021 - 2023 · Afghanistan
HSC (Mathematics, Statistics, Physics, Chemistry) - R. K. M Vidya Mandir, Bahadarpur, Jalgaon
2019 - 2020 · Afghanistan
Certifications
Investor Awareness Test
SEBI · 2025
Financial Literacy Course for Bharat
NISM · 2025
Investor Education Basic
NISM · 2025
Investor Education Advance
NISM · 2025
Online Dispute Resolution (ODR)
NISM · 2025
Listing on Social Stock Exchange
NISM · 2025
Introduction to Business and Data Analysis
Udemy · 2024
Minitab – Predictive Modeling and Time Series Analysis
Udemy · 2023
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Skills (16)
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