Abhishek Kotekar

COO

Mumbai, Maharashtra, India8 yrs experience
Highly Stable

Key Highlights

  • 4+ years of consulting experience in finance.
  • National Finalist in NITIE Marksense Competition.
  • Passionate about finance, content writing, and trading.
Stackforce AI infers this person is a Finance Consultant with expertise in investment strategies and client portfolio management.

Contact

Skills

Other Skills

Account ManagementStrategy ConsultingGo-to-Market StrategyCorporate FinanceCapital MarketsFinancial AnalysisBusiness StrategyStrategic PlanningFinanceFinancial ServicesFinancial PlanningEquity TradingFinancial AdvisoryFinancial MarketsBusiness Development

About

Abhishek has 4+ years of consulting experience. He is currently a Consultant at Capgemini, India in the Strategy and Capital Market domain. Abhishek has 2 years of experience in financial services. He worked in Stock Holding Corporation of India Ltd. in the Operation and Business Development practice managing Retail and HNI clients' portfolio. He has consulted majorly Retail clients for portfolio planning. Prior to Stock Holding Corporation, he worked as a Junior Intern at Aditya Birla Capital Sun Life Insurance for 7 months. He was awarded as Rookie champion in Aditya Birla Capital. He has connected with HNI clients to provide life protection through insurance policies. Abhishek has completed PGDM (Equivalent to MBA) from IIM Tiruchirappalli. He participated in various competitions and was a National Finalist in the NITIE Marksense Competition. Abhishek has completed specialized courses in Finance which include Financial Modelling, Financial Investment and Risk Management, Startup Valuation Methods, Equity and Derivatives, Security Operations & Risk Management & Mutual Funds. Abhishek enjoys travelling. He is passionate about Content Writing and he usually writes about his poetries, quotes, his experiences, motivational content and general facts. He is also passionate about photography, trading, and Cryptocurrency trading. He likes to talk about Investment avenues, options trading and Deep Space like Blackholes, Nebula, and any other theories. So, if you ever want to have a deep discussion about various facets, please feel free to connect with me on my id: abhikotekar97@gmail.com.

Experience

L&t finance

Team Lead COO's Office

Nov 2025Present · 5 mos · Mumbai · On-site

Self-employed

2 roles

Finance Content Creator

Sep 2024Present · 1 yr 7 mos · Mumbai, Maharashtra, India

Futures & Options Trader

Aug 2019Present · 6 yrs 8 mos

  • Trading Index Futures and Options, Stock Futures & Options, and Positional & Swing trading.

Capgemini

Strategy Consultant

May 2022Aug 2025 · 3 yrs 3 mos · Mumbai, Maharashtra, India · Hybrid

  • Strategic Hub - CPRD, APAC and UK (Pro-active deal shaping for Account Growth/Captives Growth)

Wheaton advisors private limited

Equity Research Intern

Apr 2021Jun 2021 · 2 mos

  • Researched industry trends and analyzed financial statements of the company to make investment decisions for clients.
  • To identify key revenue drivers used by investors to build equity research models and key performance indicators in company filings.
  • Researched global base metal demand trends to understand the impact on the economy.

Mangal credit & fincorp ltd

Business Analyst Intern

Apr 2021Jun 2021 · 2 mos

Play my opinion

5 roles

Marketing Metrics for Business Strategies

Mar 2021Apr 2021 · 1 mo

Formulating Marketing Plan

Mar 2021Apr 2021 · 1 mo

Market Research for Strategic Insights

Feb 2021Feb 2021 · 0 mo

Decoding Marketing Cycle: From Lead Generation to formulating strategies

Jan 2021Aug 2021 · 7 mos

User Acquisition and Engagement

Jan 2021Feb 2021 · 1 mo

(stock holding corporation of india) shcil services limited

Financial Advisor

Oct 2018Jul 2020 · 1 yr 9 mos

  • Part of a team responsible for onboarding retail individual and High Net-worth Individual clients and ensuring the smooth operation of financial products.
  • Delivered efficient services to 150+ clients about all Financial products, coordinated with the customers to provide Financial advisory to them on basis of risk appetite and need analysis.
  • Supervised, monitored, and entered all operation activities related to Demat and Trading, GOI Bonds, Fixed Deposits, Capital Gains Bonds, National Pension Systems, and NCDs to ensure efficient and smooth performances of uploading accounts on the company’s database.
  • Assessed through phone calls and face-to-face review of the customer requirements and provided quality services to them.
  • Maintained personal relationships with existing customers to create new customers through references and maintaining one relationship with them.

Aditya birla

Intern

Nov 2016May 2017 · 6 mos

  • Worked on different Insurance products, uploading information on the database, and responsible for generating income through various company insurance policies.
  • Analyzed 200+ Customer’ database through excel to understand the needs, the total number of customers opted for insurance, and risk appetite of the customers.
  • Achieved onboarding customers and for which won a Rookie competition.

Education

Indian Institute of Management Tiruchirappalli

Post Graduate Programme in Management — Finance & Strategy

Aug 2020May 2022

University of Mumbai

Masters of Commerce — General Management

Jun 2018Nov 2020

Mulund College Of Commerce

Bachelor in Management Studies

Jun 2015Apr 2018

Mulund College of Commerce

Commerce

Jan 2013Jan 2015

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