Apeksha Pande

Investor Relations Manager at JM Financial Asset Management Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Pune, Maharashtra, India, IN

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Credentials

  • NISM VA Mutual Fund Distributor Certificate
    National Institute of Securities Markets (NISM)
    Jan, 2022
    - Oct, 2024
  • NISM VC Mutual Fund Distibutor Level 2
    National Institute of Securities Markets (NISM)
    Jan, 2019
    - Oct, 2024
  • NISM XA Investment Advisor Level 1
    National Institute of Securities Markets (NISM)
    Jan, 2019
    - Oct, 2024
  • NISM XB Investment Advisor Level 2
    National Institute of Securities Markets (NISM)
    Jan, 2019
    - Oct, 2024
  • Tally ERP 9.0
    Maharashtra Knowledge Corporation Limited (MKCL)

Experience

  • JM Financial Asset Management Ltd
    • India
    • Financial Services
    • 1 - 100 Employee
    • Investor Relations Manager
      • Feb 2023 - Present
  • Axis Mutual Fund
    • India
    • Financial Services
    • 700 & Above Employee
    • Investor Service Executive
      • Oct 2021 - Jun 2022

      - Resolved investor queries, grievances and complaints, and coordinated with all related stakeholders to support and close customer requirements. - Interacted with partners and investors and updated them regarding the digital enhancements and upgradations in company web portal and app. - Consolidated client data and prepared data interpretation reports to identify unusual transactions. - Resolved investor queries, grievances and complaints, and coordinated with all related stakeholders to support and close customer requirements. - Interacted with partners and investors and updated them regarding the digital enhancements and upgradations in company web portal and app. - Consolidated client data and prepared data interpretation reports to identify unusual transactions.

  • Chinmay P Gangwal & Associates
    • Senior
      • Aug 2020 - Oct 2021

      Performed quarterly audits and gained business process understandings, also gave valuable suggestions on the same. Performed quarterly audits and gained business process understandings, also gave valuable suggestions on the same.

  • HDFC AMC
    • India
    • Financial Services
    • 700 & Above Employee
    • PSG Relationship Executive Manager
      • Aug 2018 - Jul 2020

      - Established institutional contacts, maintained relationships with key clients and strengthened relationships with potential customers. - Analyzed financial & portfolio data of clients & recommended the best schemes based on risk appetite & holding capacity. - Arranged Investor Awareness Programs for investors and bankers. - Established institutional contacts, maintained relationships with key clients and strengthened relationships with potential customers. - Analyzed financial & portfolio data of clients & recommended the best schemes based on risk appetite & holding capacity. - Arranged Investor Awareness Programs for investors and bankers.

  • IIFL (India Infoline Group)
    • India
    • Financial Services
    • 700 & Above Employee
    • Intern
      • May 2017 - Jul 2017

      An analytical study of long term share price appreciation with respect to banking sector An analytical study of long term share price appreciation with respect to banking sector

Education

  • Sanjeevani Education Societys College of Engineering, At. Sahajanandnagar, Post. Shingnapur, Tal. Kopargaon, Dist. Ahmednagar 423603
    Master of Business Administration (M.B.A.), Finance, General
    2016 - 2018
  • Deogiri College Aurangabad
    Bachelor of Commerce - BCom, Banking and Financial Support Services
    2014 - 2016

Community

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