Abhishek Ghuge

Dynamic finance professional with over 2 year of experience in securities and investment services, currently working as a Relationship Manager at HDFC Securities Ltd. Skilled in mutual fund transactions, client onboarding, KYC, compliance, and portfolio servicing, with strong expertise in equity, mutual funds, and investment advisory. Adept at ensuring operational accuracy, generating MIS reports, and supporting business growth while adhering to SEBI & AMFI regulations.

Seeking to leverage this experience to contribute to operational efficiency and compliance excellence.

Apprenticeship (Trainee) - Datamatics Global Services Limited

(2022-01 - 2023-01)

Customer Support Executive - Quest2travel by Make my Trip

(2023-03 - 2024-05)

Digital Relationship Manager - HDFC Securities Ltd

(2024-06)

• Assisted 500+ clients with investments in mutual funds, equities, and debt instruments, ensuring seamless transaction processing and accurate record-keeping.
• Handled account opening, KYC verification, and compliance checks, reducing errors and ensuring adherence to SEBI/AMFI guidelines.
• Coordinated with back-office operations for fund settlements, transaction processing, and query resolution.
• Promoted systematic investment plans (SIPs) and long-term wealth creation strategies, contributing to a X% growth in mutual fund AUM in the assigned branch.
• Provided prompt service, achieving high client satisfaction and retention rates

SSC - St Lawrence High School (2014 - 2015)

HSC - St Lawrence High School (2016 - 2017)

BCom - Commerce - KTHM college, Pune University (2019 - 2022)

MCA - Computer Applications