R

Rushikesh Kulkarni

Operations Associate

Mumbai, Maharashtra, India1 yr 6 mos experience
Most Likely To Switch

Key Highlights

  • Expert in financial advisory and investment strategies.
  • Strong client management skills with extensive market insights.
  • Passionate about simplifying finance for diverse audiences.
Stackforce AI infers this person is a Finance Professional with expertise in investment advisory and client relationship management.

Contact

Skills

Core Skills

Financial AdvisoryInvestment Advisory Services

Other Skills

AIFAlternative InvestmentsAttention to DetailBrokerageBusiness AdministrationBusiness CyclesCapital MarketsClient AdvisoryClient RelationsCommunicationCurrencyCustomer AcquisitionCustomer Relationship Management (CRM)Customer SupportDCF Valuation

About

Rushikesh is a dynamic and multifaceted professional driven by a passion for finance and continuous learning. He holds a Master’s in Business Administration (Finance) from the Institute of Management and Entrepreneurship Development, Pune, and currently works at Kotak Securities Limited as an Assistant Manager (Relationship Manager). His professional journey also includes an impactful stint at Motilal Oswal Financial Services, where he served as an Executive and played an active role in client advisory, trade execution, and investment strategy across multiple asset classes including equities, derivatives, PMS, and AIFs. Rushikesh enjoys sharing financial and sector insights on LinkedIn, where he has crossed 80K+ impressions through engaging, research-backed content. He’s passionate about markets, investing, and simplifying finance for others. Outside work, he follows cricket, Formula 1, enjoys traveling, outdoor activities, and reading about finance and business.

Experience

Kotak securities

Assistant Manager

Mar 2025Present · 1 yr · Mumbai, Maharashtra, India · On-site

Motilal oswal financial services ltd

Executive

Jun 2024Dec 2024 · 6 mos · Mumbai, Maharashtra, India · On-site

  • Managed and advised 150-200 clients,
  • assessing creditworthiness and risk.
  • Provided tailored insights on Equity,
  • Derivatives, PMS, and Alternative
  • Investment Plans.
  • Execute equity as well as derivative trades
  • for clients. Continuously monitored market
  • trends to identify opportunities and guide.
  • client.
Client AdvisoryTrade ExecutionInvestment StrategyMarket TrendsFinancial AdvisoryInvestment Advisory Services

Talentserve

Finance Intern

Jul 2023Aug 2023 · 1 mo · Mumbai, Maharashtra, India · Remote

Valuesearch

Equity Research Intern

Feb 2022Apr 2022 · 2 mos

Ifortis worldwide™

Marketing Intern at Ifortis Worldwide™

Aug 2021Sep 2021 · 1 mo

Unschool

Social Media Marketing Intern

Aug 2020Sep 2020 · 1 mo

Education

Institute of Management and Entrepreneurship Development (BVDU), Pune

Master of Business Administration - MBA — Finance

Jan 2022Jan 2024

Institute of Management and Entrepreneurship Development (BVDU), Pune

Bachelor of Business Administration - BBA — Finance

Jan 2018Jan 2021

Smt. Laxmibai Radhakisan Toshniwal College of Commerce, Akola.

HSC — Commerce

Jan 2016Jan 2018

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