Pratik Daware

CEO

Mumbai, Maharashtra, India7 yrs 10 mos experience
AI Enabled

Key Highlights

  • Proven expertise in client relationship management.
  • Strong background in financial data integrity.
  • Experienced in mentoring and teaching future leaders.
Stackforce AI infers this person is a Financial Services professional with strong mentorship and client management skills.

Contact

Skills

Core Skills

Customer Relationship Management (crm)ManagementTeachingCoaching & MentoringMentoringAnalytical SkillsInterpersonal SkillsDirect SalesLeadershipCustomer ServicePublic Speaking

Other Skills

AI ProductivityAdaptationMicrosoft PowerPointPresentation SkillsProfessional MentoringMicrosoft WordMarketingMicrosoft ExcelSales ProcessesRetail SalesEmail MarketingTeam ManagementSocial Media MarketingTourism ManagementInternal Training

About

I’m a part-time learner and full-time professional with a career that’s taken a scenic route through Indian Wealth Management, Treasury Middle office, Data Control in Finance division, and now Client Service in Asset & Wealth Management of a multinational bank. Currently at JP Morgan Chase & Co. as Senior Team Member, I ensure clients get solutions that work, backed by accuracy, efficiency, and a collaborative approach. Before this, I was an Associate at Morgan Stanley, where I safeguarded the integrity of critical financial data. Before entering the corporate world, I’ve worn the Director’s hat at IIMUN, managing large-scale logistic operations for national youth conferences in addition to successfully conducting MUN conferences in different North Indian cities. My travels across India have connected me with thousands of young minds, where I’ve shared insights on Model UN, United Nations affairs, international relations, public policy, and public speaking — trying to turn complex ideas into conversations people actually enjoy.

Experience

Linkedin

Content Creator & Mentor

Apr 2025Present · 11 mos · India · Hybrid

  • Sharing my experience, providing career guidance, mentorship support, interview help, job hunting navigation.
MentoringProfessional Mentoring

Jai hind college (jhc), mumbai

Visiting Faculty

Feb 2025Present · 1 yr 1 mo · Mumbai · On-site

  • I teach Banking for Business Process Management subject to the first-year undergrad BBA students.
  • Sessions integrate:
  • Retail & Corporate Banking workflows
  • Cards & Payments operations
  • Mortgage processing lifecycle
  • Cash Management & Clearing Systems
  • Trade Finance & International Banking
  • Driving conceptual clarity and industry readiness among students.
Coaching & MentoringPresentation SkillsTeaching

Jpmorganchase

Team Lead

Nov 2024Present · 1 yr 4 mos · Mumbai, Maharashtra, India · Hybrid

  • Part of the Client Service team under CoE in JPM Private Bank ensuring adoption of digital solutions offered to the clients.
AI ProductivityAdaptationCustomer Relationship Management (CRM)Customer ServiceInterpersonal SkillsManagement+1

Morgan stanley

Associate

Jan 2022Nov 2024 · 2 yrs 10 mos · Mumbai, Maharashtra, India · Hybrid

  • Part of Data Quality Control (DQC) Team which is part of Finance Shared Services
  • Debt Reporting :-
  • Day on day variance analysis of Unsecured Debt Reporting Data.
  • Weekly Reconciliation for different internal systems.
  • Month End Reconciliation of two different internal data warehouse.
  • User Acceptance Testing (UAT) of internal submission tool to replace Manual Submission to external reporting team thus eliminating chances of inaccurate manual data.
  • Reaching out to various internal stakeholders to resolve day to day reporting breaks and working on its enhancements.
  • Participating in various Give back activities to support various social causes and team building activities.
ManagementMicrosoft WordMicrosoft PowerPointMarketingMicrosoft ExcelAnalytical Skills+1

Icici bank

2 roles

Deputy Manager II - Treasury (Mid/Back Office)

Apr 2020Dec 2021 · 1 yr 8 mos

  • Deputy Manager Band 2
  • Treasury Services & Control Group's IBG Operations UK, Germany, US and Canada Deal Validation & Settlement Team
  • Mid and Back office role.
  • Deal Validation of Forex, Money Market, Various types of Bond Deals.
  • Liaising with Front Office Dealer for deal details, deal rectification and current positions of funding sheet.
  • Preparing of various MIS
  • Regulatory reporting
  • Maintenance of Funding sheet of different Nostros of bank held with different banks.
  • Settlement of payments and receipts.
  • Tracking of funds in different Nostros.
Microsoft ExcelAnalytical SkillsInterpersonal Skills

Relationship Manager - Wealth

Jul 2019Mar 2020 · 8 mos

  • Maintaining client relationship with financially important wealthy clients to bank.
  • Generating sales in core banking products like developing new customer base, CASA build up, mortgage, loans etc.
  • Driving growth and sales in non-core products like Mutual Funds, Insurance, Forex.
  • Liaisoning with customers and internal departments, channels & subsidiaries like ICICI Securities, ICICI Prudential Insurance and ICICI Lombard to offer customer seamless services in not just banking but other financial needs.
  • Advisory in portfolio management, investment in markets and real estate.
Direct SalesCustomer Relationship Management (CRM)Sales ProcessesRetail SalesCustomer Service

Indian international mun

3 roles

Director (Intern)

Aug 2018Jul 2019 · 11 mos · Mumbai, Maharashtra, India · On-site

  • Promoted to position of Director and sub-headed North India operations/business with the help of 15 interns and 5 employees under my guidance.
  • a) Job profile involved working closely with Senior Management, relaying policies and decisions to interns and employees and its implementation.
  • b) Managing finances for PAN India operations and scrutinizing books of accounts for city projects and vendors company deals with.
  • c) Managing logistics operations, city projects and leading a team of interns & employees working for the projects.
  • d) Traveling to different cities PAN India to manage & execute the project(s), travelled to cities like Agra, Sangrur, Jammu and Moradabad as conference head.
  • e) Direct or coordinate organization's financial or budget activities to fund operations, maximize
  • investments, or increase eficiiency.
  • f) Analyze operations to evaluate performance of a company or its staff in meeting, objectives or
  • to determine areasof potential cost reduction,program improvement,or policy change.
ManagementMarketingDirect SalesEmail MarketingLeadershipTeam Management+2

Senior Associate (Intern)

Feb 2018Jul 2018 · 5 mos · Mumbai, Maharashtra, India · On-site

  • Promoted as Senior Associate, handled & managed team of 3 interns and 2 employees for 4 city projects namely Palwal, Srinagar, Erode & Mangalore at the same time managed logistics PAN India.
  • a) Job profile involved delivering personified needs of clients, guest management, human resource, public speaking, sales and marketing. b) Travelled to Tirupati as Conference Head and Kathamandu, Nepal as a part of execution team of IIMUN Nepal
Tourism ManagementTeachingInternal TrainingCustomer Service

Intern

Feb 2017Jan 2018 · 11 mos · Mumbai, Maharashtra, India · On-site

  • Started as an intern.
  • a) Worked as project head of cities like Jammu , Srinagar, Barnala.
  • b)Traveled to aforementioned cities as operations head under job title of Director General.
  • c) Job profile involved research, resource allocation, cold calling and generating leads and achieving conference targets
ManagementEmail MarketingPresentation SkillsCold CallingMicrosoft ExcelPublic Speaking+2

Multiple companies

Early Life Experiences

Jan 2012Aug 2016 · 4 yrs 7 mos · Mumbai, Maharashtra, India · On-site

  • 1. Pathology Lab Assistant – Supported blood sample collection, assisted in report preparation, and delivered samples/reports to clinics.
  • 2. Factory Operations Support (Linc Pens & Amul) – Handled packaging, material movement, and loading/unloading of goods in a different factories.
  • 3. Sales Executive (Local Mobile Shop & Mall) – Assisted customers with mobile phone sales, managed billing, maintained inventory records, and handled cash transactions.
  • 4. Waiter (Ad-hoc) – Served food at weddings, banquets halls and hotels on a short-term basis, gaining exposure to customer interaction and hospitality basics.
  • Though not a formal professional experience but these diverse early roles helped me develop adaptability, customer service, and operational discipline – forming the foundation for my professional career

Education

University of Mumbai

Master of Management Studies (MMS) 2026 — Master of Commerce (M.Com) 2025

Jul 2023May 2026

Jai Hind College (JHC), Mumbai

Bachelor of Management Studies (BMS)

Jan 2016Jan 2019

Utkarsha Vidyalaya & Jr. College Virar AKA Viva College

Highschool

Jan 2014Jan 2016

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