Pritam Chorghade
Financial Markets & AI Enthusiast | MSc Finance | BFM Grad. | 4x Bloomberg Certified | Ex- I-Sec (Consulting–MF Ops) | Ex-President – FMA | CA (Inter) Candidate | Trained 1,700+ students in Trading & Stock Market · Mumbai, Maharashtra, India
I'm a driven and accountable financial operations professional with 7 years of experience, currently growing my expertise in Mutual Fund Operations at ICICIDirect. I hold myself to high standards while remaining approachable and open in my collaborations, balancing assertiveness with a genuine respect for team dynamics. Ambitious by nature, I thrive when given the autonomy to take ownership of my work and deliver results with integrity.
Experience
Mutual Fund Operations - Apprentice
ICICIDirect · Jul 2024 – Oct 2024
- • As part of the Mutual Fund Ops team at ICICI Securities, I was responsible for managing and coordinating key backend processes to ensure timely and accurate execution of mutual fund transactions.
- • Handled core mutual fund operations including order routing, reverse feed uploads, folio conversions, and NAV uploads.
- • Worked extensively on the OBOR (Other Back Office Reports) portal to track and validate order statuses, MF pay-in entries, and reconciliation of debit/credit flows.
- • Monitored exchange rejections and ensured timely resolution through coordination with stakeholders.
- • Prepared and maintained MIS reports for daily operational updates and team review.
- • Collaborated closely with senior colleagues and reporting authorities to resolve discrepancies and improve process efficiency.
- • Received appreciation from the AVP and Team Leaders for consistent performance, attention to detail, and reliability under pressure.
President
Financial Markets Association, PCACS · Jun 2023 – Jun 2024
- As President of the Financial Markets Association, I led a team of passionate finance students and spearheaded initiatives aimed at deepening our understanding of financial markets.
- Through workshops, discussions, and collaborative projects, we created an engaging platform that strengthened members’ analytical thinking and industry awareness.
Customer Service Associate
Expertsource Global Services · Jan 2024 – Mar 2024
- • Worked as part of a short-term WFO (Work From Office) Customer Service project, providing end-to-end support through chat and email channels.
- • Attended customer queries and concerns for U.S.-based online gifting platforms —FromYouFlowers.com and SendFlowers.com.
- • Managed order processing, vendor coordination, and issue resolution related to flowers, bouquets, and gifts delivery.
- • Assigned and tracked orders with multiple vendors, ensuring timely fulfillment and smooth communication between stakeholders.
- • Handled vendor-side requests and helped streamline logistics for special deliveries during peak seasons.
Sales And Marketing Intern
Angel One · Apr 2023 – Jul 2023
- • Underwent a month-long intensive training on stock markets, investment products, and the broking industry.
- • Post-training, actively engaged in client acquisition, pitching demat and trading account services, and explaining platform benefits.
- • Gained hands-on experience in sales, client handling, lead conversion, and marketing strategies in a real-world financial environment.
Vice President
Financial Markets Association, PCACS · Jul 2022 – Jun 2023
Financial Analyst
Margin Sentiment Advisorys Pvt Ltd · Apr 2022 – Oct 2022
- • Completed a live virtual internship under the FMEP Gold Training Program, focused on financial markets, stock research, and sentiment analysis.
- • Conducted fundamental and technical analysis of 15+ listed companies as part of an individual capstone project titled “Fundamental Analysis of Stock.”
- • Authored and contributed to 10+ sectoral research reports, covering BFSI, IT, and Energy industries.
- • Interpreted investor sentiment data to identify market signals and actionable insights.
- 🏅Awarded the 'Certificate of Excellence' and “Best Intern” distinction for outstanding performance in project execution and reporting.
- ✅ Received direct appreciation from the Director for analytical depth, professionalism, and positive team contribution.
Creative and Technical Head
Financial Markets Association, PCACS · Sep 2021 – Jul 2022
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Education
MSc Finance, Finance
KES Shroff College · 2024 — 2026
Bachelor in Financial Market (BFM) , Financial Markets
Pillai College of Arts,Commerce and Science · 2021 — 2024
CA, CA Intermediate
The Institute of Chartered Accountants of India · 2017
11th 12th , COMMERCE (CBSE)
Narayana Vidyalayam Nagpur · 2015 — 2017
Contact details
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