Shardul Chitale

Financial Services Consultant | NISM Certified, Business Correspondence

Role
Sales Trainee at Kotak Mutual Fund
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

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

  1. Sales Trainee

    Kotak Mutual Fund

    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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Shardul Chitale — Sales Trainee at Kotak Mutual Fund in Mumbai, MH, IN | Unifers