Vikrant Pawar
Relationship Manager - Institutional Business at DSP Mutual Fund | CFA Level 3 Cleared | MBA Banking & Finance (Gold Medalist)
- Role
- Relationship Manager at Dsp Mutual Fund
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Vikrant Pawar
Vikrant is currently with a leading Asset Management Firm’s Institutional Business Team, with rich experience across investment advisory and client coverage. He has cleared all 3 levels of the CFA (USA), an MBA in Finance (MAHE), and an MTech in AI & Data Science (Pune University), blending financial depth with technical insight. In his current role, he advises corporates, family offices, and banks on tailored investment and treasury solution including leveraging financial modelling and statement analysis to track capex patterns and drive data-backed pitches. He also identifies public/private fundraising opportunities and engages key stakeholders for strategic cash management. Vikrant previously managed HNI portfolios at a top private bank, co-founded a food venture, and gained early-stage BD experience at an edtech startup.
Experience
Relationship Manager
Aug 2024 — Present · Mumbai, IN
Providing Exclusive Treasury and Cash Management Solutions to Corporates, Startups, SME/MSMEs etc.
Education
Manipal Academy of Higher Education
Master of Business Administration - MBA
2022 — 2024
Savitribai Phule Pune University
Master of Technology - MTech
CFA Institute USA
Passed all 3 levels of the CFA(USA) Program
Manipal Academy of Higher Education
Post Graduate Diploma
2020 — 2021
Xavier Institute Of Engineering
Engineer’s Degree
2011 — 2015
Skills
- C++
- Microsoft Excel
- Powerpoint
- Java
- Microsoft Word
- Public Speaking
- Html
- Javascript
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