Shashank Joshi
Investment Manager at Square Yards | Ex-Kotak Mahindra Bank | CIBOP™ Certified | BBA in International Business
- Role
- Investment Manager at Square Yards
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Shashank Joshi
Experienced in banking operations and client relationship management, with hands-on exposure to customer acquisition, need-based solutions, and process-driven execution. Adept at handling client interactions, understanding financial requirements, and ensuring smooth coordination across functions.Built a strong foundation in investment operations, financial instruments, and advisory support through formal training and practical exposure. Comfortable working with structured processes, compliance-oriented environments, and data-driven decision-making.Known for adaptability, structured thinking, and execution focus. Skilled in relationship building, communication, negotiation, and follow-ups, with a continuous drive to enhance expertise in investment advisory and long-term wealth-oriented solutions.
Experience
Investment Manager
Dec 2025 — Present · Pune, IN
Education
Modern College of Arts, Science and Commerce , Business Administration Campus, Shivaji Nagar pune
Bachelor of Business Administration - BBA, International Business
2019 — 2022
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