Rohan Phadke

Financial Analyst

About Me
Dedicated and highly organized professional with a
strong academic background and 2 years of
experience in investment-related roles. Aspiring to join
My Contact the Product Strategy Team to contribute to strategic
growth, support sales channels, and enhance client
engagement. I bring strong analytical, communication,
rohanphadake13@gmail.com and organizational skills to synthesize complex topics
and create compelling materials to promote
+91 7218830379 investment strategies and products.
Pune
Professional Experience
Kalpataru Agro Industry | July 2021 – Present
Hard Skill Junior Financial Analyst (March 23 - present)
Investment Content Development Financial associate (January 22 - March 23)
Marketing Materials Maintenance
Finance intern (July 21 to January 22)
Competitive Analysis
Financial Analysis Gained valuable experience in financial analysis, portfolio
Data Synthesis reviews, and material preparation.
Organizational Skills Maintained marketing materials for investment strategies and
Communication products.
Microsoft Excel Assisted in writing market/investment commentaries and
Microsoft PowerPoint
gathering competitive data.
Problem-Solving
Participated in updating investor performance reporting.
Teamwork
Acquired practical experience in financial markets and
Soft Skill investment processes.

Observation Hefshine softwares Pvt Ltd | Dec 2018 - Aug 2019

Decision making Junior Business development manager
Communication Leveraged financial knowledge to contribute to business
Multi-tasking development efforts.
Collaborated with the sales team to identify opportunities and
develop financial solutions.
Education Background

Yashwant Rao Chavan Open University

Masters in Business Administration, FINANCE Achievements
completed in 2023 awaiting for results.

Authorised partner of RKSV securities

University of Pune 2018 - present
for onboarding customers and for
Bachelor of Commerce, Major in Finance, providing them sound financial advice.
Minor in Marketing
Completed in 2020
Reduced company's production cost
2021 - 2023
by 20%. Increased company's ROE by
37%