Sarthak Ulhas Shrote

NA | Full Time | Banking

Personal Information
DOB: 29/Jul/2000
Country: India
State: Dadra and Nagar Haveli and Daman and Diu
City: Silvassa
Professional Bio

Motivated finance professional with an MBA in Finance from Symbiosis Institute of Business Management and hands-on experience in  banking operations,financial analysis, and wealth management. Proficient in SAP FICO and certified in SAP S/4HANA, with a strong  command over financial accounting and capital market analysis. Demonstrated success at HDFC Bank in client management, product upselling, and team coordination. Adept in tools like Oracle Flexcube, CRM Next, and Excel. Recognized for high performance during internships and live projects, showcasing strengths in portfolio management, risk analysis, and customer acquisition. Fluent in four languages, with a passion for financial markets and process optimization.

Languages: English

Technical Proficiency

Skills: Microsoft Office suite, SAP

Proficiency Level: Intermediate

Work Experience
Company Name: HDFC BANK LIMITED
Designation: Personal Banker Executive
From: 9
To:
Current Employment: No

Company Name: Wise Finserv Pvt Ltd
Designation: Wealth Management Analyst
From: 3
To:
Current Employment: no
Education

Degree: MBA Finance

Institution: Symbiosis International University

Country:

Passing Year: 2023


Degree: BBA

Institution: Savitribai Phule Pune University

Country:

Passing Year: 2021

Projects & Achievements
Certifications

Certification Name: NISM VA Mutual Funds Distributor

Certified From: National Institute of Securities Markets

Date: 15/Jun/2025

Certificate Link:


Certification Name: SAP FI

Certified From: SAP

Date: 15/Jun/2025

Certificate Link: https://www.credly.com/badges/9845dbf7-fd1e-4265-b9fe-ef589c8574c1

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