Prathmesh Bhoi

Prathmesh Bhoi Email and Phone Number

Aspiring Research analyst | CFA Level 1 candidate | PGFAP | former intern at ICCL (BSE), SBI MF, HDFC life | TISS @
Prathmesh Bhoi's Location
Thane, Maharashtra, India, India
About Prathmesh Bhoi

As a highly skilled Finance professional, I bring a unique blend of technical expertise, analytical acumen, and a passion for uncovering financial insights.At just 20 years old, I have already gained significant experience of 2.4 years in the financial sector, working on high-profile cases and delivering impactful results. My work has involved leveraging advanced AI techniques to streamline processes by up to 70%, making complex cash transactions transparent, and building robust case files that stand up in legal contexts.In my most recent role, I've been instrumental in providing expert testimony, developing comprehensive case narratives, and utilizing advanced data analysis techniques to expose discrepancies in financial accounts.My previous experience includes resolving a critical 2-year reconciliation backlog in just 5 months, demonstrating exceptional project management and solution-oriented thinking. I've also been a top performer in various roles, consistently exceeding expectations and mentoring peers to achieve excellence.Currently pursuing the CFA designation, I am dedicated to deepening my expertise in finance and staying at the forefront of industry trends. My technical skills include financial analysis, data management, and the integration of AI and automation into workflows. I possess strong soft skills in communication, leadership, and teamwork, making me a versatile and valuable asset in any professional setting.Driven by a relentless pursuit of knowledge and excellence, I am eager to take on challenging roles in the financial industry, where I can continue to grow and make significant contributions.*Think of me as the financial industry's Sherlock Holmes, but.... with more spreadsheets and fewer deerstalker hats!*

Prathmesh Bhoi's Current Company Details
MJSP & Associates

Mjsp & Associates

Aspiring Research analyst | CFA Level 1 candidate | PGFAP | former intern at ICCL (BSE), SBI MF, HDFC life | TISS
Prathmesh Bhoi Work Experience Details
  • Mjsp & Associates
    Forensic Consultant
    Mjsp & Associates Jun 2024 - Present
    Mumbai, Maharashtra, India
  • Pkf Proserv Pvt. Ltd
    Consultant
    Pkf Proserv Pvt. Ltd Oct 2023 - Apr 2024
    Mumbai, Maharashtra, India
    1.Single-handedly tackled a critical, 2-year TDS reconciliation backlog encompassing various transportation models across India. Conquered a comprehensive solution within a remarkable 5-month timeframe, showcasing exceptional Solution and project management expertise. (Quantified Results: 2-year backlog resolved, 5-month completion).2. Independently managed and prioritized a high-volume workload, including data analysis, reconciliation, and collaborated effectively with senior management and cross-functional teams to drive project success and implement data-driven solutions.3. Provided exceptional customer service by handling complex inquiries and resolving customer issues related to reconciliation.4. Updated 60% outdated Oracle Cloud data to improve data accuracy and accessibility5. Worked for a client which is DP World (which is one of the world's largest operators of ports and cargo terminals)
  • Indian Clearing Corporation Limited
    Special Project Intern
    Indian Clearing Corporation Limited May 2023 - Aug 2023
    Mumbai, Maharashtra, India
    1) While Working with BSE Indian Clearing Corporation I had the unique opportunity to work directly with the KPMG India-Forensic and Data Analyst Team on Project Stratos.2) managed reconciliations, refunds, funds matching, and data of mutual funds of fiscal year 2022-2023 tagging using Excel.3) Acquired valuable insights into various processes during the project.4) Conducted data analysis to identify issues, discrepancies, errors and anomalies in the mutual fund data. And also understood the data, resolved data inconsistencies for effective data management.5) Did the verification process of work, funds tagging, consolidated data, concatenation, etc.6) maintained strict adherence to the project and its guidelines/rules and confidentiality.
  • Sbi Mutual Fund
    Virtual Relationship Manager- (Intern)
    Sbi Mutual Fund Jul 2022 - Oct 2022
    Borivali, Maharashtra, India
    1) Data Analysis of Mumbai IFA channel.2) Managing IFA;s Which are Empanelled with SBI mutual funds.3) Solving customers And IFA's problems and also suggesting them a Funds or scheme to invest as per their Requirement Considering their Age, Risk, return etc.4) Meeting and interacting with MF distribution channels of SBI MF Which include - Individuals, IFA's, Banks, Institutional Investors.5) Did industry analysis -(Penetration and its future).6) Understood Asset Allocation and Investment Sentiments In Mutual funds.
  • Hdfc Life
    Sales Internship
    Hdfc Life Feb 2022 - Jul 2022
    Vasai, Maharashtra, India
    1) Arranging Calls with customer (Online or Field visit)2) Suggesting them an insurance products Considering their need, capacity and their future requirement.3) creating awareness about insurance, in Rural area.4) Did Financial planning of customers under the Guidance of senior.5) understood how to fix appointment on Phone calls with the help professional pattern including how to Approach with Client, Asking close ended Questions, Follow-up's, etc.

Prathmesh Bhoi Education Details

Frequently Asked Questions about Prathmesh Bhoi

What company does Prathmesh Bhoi work for?

Prathmesh Bhoi works for Mjsp & Associates

What is Prathmesh Bhoi's role at the current company?

Prathmesh Bhoi's current role is Aspiring Research analyst | CFA Level 1 candidate | PGFAP | former intern at ICCL (BSE), SBI MF, HDFC life | TISS.

What schools did Prathmesh Bhoi attend?

Prathmesh Bhoi attended Tata Institute Of Social Sciences.

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