Shardul Chitale
Financial Services Consultant | NISM Certified, Business Correspondence
- Role
- Sales Trainee at Kotak Mutual Fund
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shardul Chitale
Currently pursuing a PGDM with a focus on Finance at DES\'s J S Kothari Business School, I previously applied my business and commerce education from Mumbai University to provide comprehensive financial services at SBI. My role encompassed everything from customer service to managing business licensing and facilitating various financial transactions. My core competencies lie in financial analysis, data management with Microsoft Excel, and developing new markets.At SBI, our team distributed mutual funds and executed money transfers, credit card withdrawals, mobile recharges, and ticket bookings. As a NISM certified professional, I ensured that investment solutions were tailored to meet our clients\' needs. My approach, grounded in collaboration and a shared vision, contributed to creating financial solutions that aligned with our organization\'s culture, bringing diverse perspectives and enhanced service to our clientele.
Experience
Sales Trainee
Oct 2025 — Present · Mumbai, IN
Education
Mumbai University
Master's degree, Business/Commerce, General
Mumbai University
Bachelor's degree, Business/Commerce, General
DBJ College, Chiplun (Mumbai University)
B.com and M.com
J S Kothari Business School, Mumbai
PGDM
DES's J S Kothari Business School
PGDM, Finance
United English Medium School, Chiplun (MSBSHSE)
SSC
2016 — 2016
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