Aakash Pednekar
Kitchener,Ontario
Summary
Customer-focused professional with a successful 8-year career in the finance sector. Dynamic successful in applying customer relationship management and investment advisory in a busy and fast paced business environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Banking- Manager
CorpGini Innovations(a PantomathGroupCompany )
01.2023 - 11.2023
- Attended Industry events and seminars to meet Entrepreneurs, fellow investors, and professionals
to explore possible synergies. - Ensured quality deals flow from different channels.
- Analyzing Startups (TAM, SAM, SOM, Competitor Analysis, Business model, Promoter background)
- Building data room(information memorandum& teasers).
- Formulating investor outreach strategies alongside my seniors.
- Matching the buy side mandate with the sell side and vice versa.
Startup Advisor
Lakhani Financial Services
04.2022 - 12.2022
- I advised startups in order to grow their businesses and helped them raise funds from angel investors and VCs by preparing their business plan and arriving at a fair valuation.
- I have successfully worked with 10+ startups across industries such as healthtech, cleantech, and so on.
- Built and maintained relationships with clients to provide ongoing support.
Investment Banking Analyst
AY Ventures
08.2020 - 03.2022
- Prepared an information memo, a pitch deck, and teasers for startups (early stage and scaling stage).
- Alliance management with ecosystem partners ( IBs and consultants) to explore possible synergies.
Relationship Manager
NJ Wealth
01.2017 - 06.2020
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
Relationship Manager
ICICI Prudential Asset Management Company
05.2016 - 12.2016
- Built strong and lasting relationships with clients by understanding their investment needs, risk tolerance, financial goals, and providing personalized investment solutions.
- Actively seeking new clients and expanding the client base through various channels such as referrals, networking, and outreach programs.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Client Relationship Partner
YesBankLtd.
01.2015 - 04.2016
Education
Financial Planning Services - Finance
Conestoga College
Kitchener, ON08.2024
MBA - Marketing Management - Marketing Management
Prin.LnWelingkar Institute of Management
Mumbai01.2019
Bachelor of Management Studies - Finance
Prahladrai Dalmia Lions College
01.2013
Skills
- Investment Advisory and Fund Raising
- Strategy Building
- Sales Expertise & Business Negotiation
- Strong Communication & Networking
- MS Office Suite
- Strategic Planning
- Customer Relationship Management (CRM)
- Sales Techniques
- Sales management
- Business Development
- Lead Generation
Certification
- Financial Modelling & Valuation, IMS ProSchool, 06/01/21
- NISM Series-V-A: Mutual Fund Distributor Certification
- Microsoft Office Suite, NIIT, 12/01/08
Languages
English
Full Professional
Hindi
Native or Bilingual
Marathi
Professional Working
Personal Information
Date of Birth: 01/02/92
Hobbies and Interests
- Business Analysis
- Startup Consulting
- Equity Investment
- Sports & Fitness
- Travelling
Timeline
Investment Banking- Manager
CorpGini Innovations(a PantomathGroupCompany )
01.2023 - 11.2023
Startup Advisor
Lakhani Financial Services
04.2022 - 12.2022
Investment Banking Analyst
AY Ventures
08.2020 - 03.2022
Relationship Manager
NJ Wealth
01.2017 - 06.2020
Relationship Manager
ICICI Prudential Asset Management Company
05.2016 - 12.2016
Client Relationship Partner
YesBankLtd.
01.2015 - 04.2016
Financial Planning Services - Finance
Conestoga College
MBA - Marketing Management - Marketing Management
Prin.LnWelingkar Institute of Management
Bachelor of Management Studies - Finance
Prahladrai Dalmia Lions College
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