TEJAL KATOLE

Operations Associate

Pune, Maharashtra, India0 mo experience
AI Enabled

Key Highlights

  • Passionate about transforming financial data into actionable insights.
  • Hands-on experience in finance through virtual internships.
  • Strong academic background in finance and analytics.
Stackforce AI infers this person is a Finance and Analytics professional with a focus on Portfolio Management and Financial Solutions.

Contact

Skills

Core Skills

Housing FinancePortfolio Management

Other Skills

Affordable Housing FinanceHealth InsuranceArtificial Intelligence (AI)AI FluencyRisk profilingCredit AnalysisMergers & Acquisitions (M&A)Mergers and Acquisitions AnalysisReverse MergersMergerRestructuringCorporate mergerInsuranceLife InsuranceTerm Life Insurance

About

As a dedicated PGDM student specializing in Finance (major) and Analytics (minor) at Pune Institute of Business Management, I am passionate about leveraging my academic background in commerce (B.Com and M.Com) and technical skills (PGDCA & CCC Certification) to excel in the corporate sector. My virtual internships with Forage have provided me with valuable insights and hands-on experience in the finance industry, equipping me with a practical understanding of corporate dynamics. I pride myself on being a quick learner, adaptable, and maintaining a positive mindset even during challenges. I am actively seeking opportunities to further develop my career in finance, where I can apply my analytical skills and contribute effectively to organizational goals. Let's connect and explore potential collaborations in the finance sector.

Experience

0 mo
Total Experience
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Average Tenure
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Current Experience

Shubham housing development finance company

Credit Appraisal Intern

May 2025Jul 2025 · 2 mos · Pune/Pimpri-Chinchwad Area · On-site

  • Credit Analyst at Shubham Housing Development Finance Company Limited | Specializing in credit assessment, risk analysis, and supporting responsible home financing solutions.
Affordable Housing FinanceHousing Finance

Apice capital

Portfolio Management Intern

Dec 2024Jan 2025 · 1 mo · Pune, Maharashtra, India · On-site

  • Experiencing in Portfolio Management Services (PMS), Mutual Funds, SIP, and Client Acquisition. Getting knowledge of Health & Term Insurance products, helping clients secure their future and grow their wealth. Focused on providing simple, effective financial solutions and building strong client relationships.
Portfolio ManagementHealth Insurance

Education

Pune Institute of Business Management

PGDM — Finance

Jul 2024Jul 2026

Makhanlal Chaturvedi National University of Journalism and Communication, Bhopal

PGDCA — Post graduate diploma in computer application

Jul 2022Jul 2023

NATIONAL INSTITUTE OF ELECTRONICS & INFORMATION TECHNOLOGY (NIELIT)

Certificate — CCC (course on computer concepts)

Jan 2023Jan 2023

Pt. Ravishankar Shukla University, Raipur

Master's Degree — Master of commerce

Jan 2021Jul 2022

Maharaja Agrasen International College

Bachelor's Degree — Bachelor of commerce

Jul 2016Jan 2019

Kendriya Vidyalaya

Senior secondary — Commerce

Jan 2016Jan 2016

Kendriya Vidyalaya

Higher secondary

Jan 2014Jan 2014

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