Pratik Bathe Email & Phone Number

As a skilled financial professional, I have 8+ years of experience analyzing and recommending a wide range of financial products to clients. My expertise includes Mutual Funds, Fixed Deposits, NCDs, General and Life Insurance, and P2P lending products. I have worked closely with clients to understand their unique financial needs and objectives, and to provide personalized recommendations that meet their goals.In my previous roles, I have been responsible for monitoring and restructuring clients' financial portfolios and executing the process for various financial products. This has included coordinating with investment and insurance companies to handle queries and manage the execution process. Additionally, I have maintained client records in both Excel and back office software, ensuring that all client data is up-to-date and accurate.I have also been responsible for reconciling commissions for investment and insurance products, providing various MIS reports from back office software, and handling customer queries. Through all of these responsibilities, I have maintained strong relationships with clients, ensuring they are always satisfied with my services.To complement my extensive experience, I have completed various certifications, including the NISM Series V-A: Mutual Fund Distributors Certification and the IRDAI Certification in Life Insurance & General Insurance. These certifications have allowed me to deepen my knowledge and expertise in financial products, and to provide even better recommendations to clients.Looking ahead, I am excited to continue building my career in the financial industry and to use my skills and experience to help clients achieve their financial goals.