Utkarsh Pokharkar

MBA Finance graduate with hands-on experience in investment advisory, mutual fund distribution, and financial analysis. Strong understanding of capital markets, financial statements, corporate actions, securities lifecycle, and portfolio analysis. Proficient in Advanced Excel, financial modeling, and data analysis. Seeking a Financial Analyst/Fund Services role where I can contribute analytical skills and build expertise in global financial operations.

Investment Relationship Executive - Crescent Mutual Fund Distributors Pvt. Ltd. - Pune

(2025-08 - 2026-08)

• Advised clients on goal-based investment strategies, aligning portfolios with risk profile and financial objectives
• Managed and reviewed client portfolios, identifying overlap, risk concentration, and underperformance, leading to improved allocation efficiency
• Drove SIP and lump sum investments through consultative selling and continuous client engagement
• Conducted portfolio restructuring and consolidation, enhancing diversification and long-term returns
• Assisted in NSE onboarding, KYC compliance, and documentation for domestic and NRI clients
• Delivered investment awareness sessions and one-on-one consultations to educate clients on financial planning

Equity research and Portfolio Management service - Aditya Birla Capital - Pune

(2024-06 - 2024-08)

Internship

• Assisted in client portfolio management, mutual fund distribution, and product research.
• Conducted market analysis and equity research to support investment decisions.
• Worked on data gathering and creation of financial reports and dashboards.

MBA - Finance - MIT World Peace University (2023-08 - 2025-06)

Bachelor of Commerce - Banking & Finance - Savitribai Phule Pune University (2019-08 - 2022-06)