Yugandhar Pandhe
CFA Level 1 Candidate | PMS/AIF | Wealth Management & Financial Planning | Portfolio & Financial Modelling | Investment Analysis | NISM VA Certified
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About
Results-driven Commerce graduate specializing in Finance and Accounting and a CFA Level I candidate with experience supporting US clients for Verizon at Tech Mahindra. Managed client onboarding, billing inquiries and account modifications in a high-volume voice and chat environment, consistently achieving AHT targets and delivering high client satisfaction. Certified in Private Wealth by Citi, Mutual Fund by SEBI NISM V-A, and Investment Banking by J.P Morgan.
Completed a self-driven $5.5M HNI client portfolio & wealth planning project across 5 asset classes covering portfolio statements, fee structures including high watermark and hurdle rate frameworks incorporating tax-efficient structuring and applying risk metrics including Sharpe Ratio and Jensen’s Alpha. Strong analytical skills in MS Excel and Word. Comfortable working under pressure, managing multiple tasks, and collaborating effectively within a team.
Experience
Tech Mahindra Ltd - Verizon Financial Services (Sept 2022 – Jan 2023)
Client Support Associate (Pune, India)
- Supported US clients for Verizon, managing account operations including client onboarding, resolved billing queries, charge disputes and payment discrepancies with high accuracy. Investigated and resolved discrepancies in billing and account records.
- Processed account updates such as name changes, contact details, and billing address modifications in compliance with policies.
- Consistently met target Average Handling Time (AHT) while maintaining high-quality client service.
- Recognized as a top performer for exceeding KPIs including AHT, resolution rate, and client satisfaction (CSAT).
Education
B.K Birla College, Mumbai University (June 2022 – May 2025)
Bachelor of Commerce in Finance & Accounting (Mumbai, India)
- Gained exposure to investment fundamentals, capital markets, and portfolio concepts through coursework.
- Completed assignments and projects focused on market trends and basic investment analysis.
- Contributed to student workshops on mutual fund basics, supporting coordination and execution.
CFA Institute
CFA Level 1 Candidate
