Prateek Mehrotra
MBA Finance | CFM | Mutual Fund | CFA Foundation | Market Research | NISM XIII | Training & Investments | Branch Manager
- Role
- Vice President & Chief Manager Indore at UTI Mutual Fund
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Prateek Mehrotra
Prateek is a finance professional with more than 15+ Years of experience in Finance,He has a proven track record and has bagged many accolades.Star of the quater 2017-18Star of the quater 2016-17Super Achiever 2018Throughout his career, he has developed a deep understanding of finance, investor management & training. He have been recognized for his ability by Nippon India Mutual Fund.His background includes MBA Finance from ICFAI University.Other professional certifications include Certified Financial Manager(CFM)CFA foundation.NISM Macro Economics.In his career he has worked for ICICI Mutual Fund,Invesco Mutual Fund & Nippon India MF.In his current role as Cluster Cheif Manager at UTI Mutual Fund Indore, he is responsible for Managing the Indore branch and nearby location along with HNI clientsPrateek is passionate about the finance and enjoy travel for business.He is committed to staying up-to-date with the latest industry trends and technologies to deliver exceptional results to his clients & company.He is also a active sports person and has a keen intarest on reading books.Prateek is always open to networking and discussing potential opportunities in world of finance.
Experience
Vice President & Chief Manager Indore
May 2024 — Present · Indore, IN
Education
ICFAI
Master of Business Administration - MBA, Finance
2008 — 2010
South City College Kolkata
B.Com Accounts Honours , Business/Commerce, General
2002 — 2005
Centre For Financial Management
CFM, Accounting and Finance
2009 — 2010
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