Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
References
Timeline
Generic

Prasanna Kulkarni

Mumbai,Maharashtra

Summary

Results-driven Senior Treasury and Investment Manager with proven skills in cash flow monitoring, yield spread analysis, and financial efficiency improvement. Demonstrated ability to enhance operational synergy. Develop processes that optimize funds and liquidity management and cash flow across multi-currency accounts.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Treasury and Investment Manager,

Union Bank of India
Mumbai, Maharshtra
06.2013 - Current
  • Premier Indian public sector bank engaged in core banking and other financial operations.
  • Experience in administering all trade finance products, including letters of credit (L/C), documentary collections, trade loans, payments, settlements, SWIFT operations, and retail banking.
  • Monitor cash flow activities across various NOSTRO accounts to ensure optimum funds and liquidity management.
  • Developing processes for improving efficiency in treasury management activities.
  • Deal monitoring from inception to settlement across all clearing channels, such as CCIL, CLS, and SWIFT, across all segments, viz., CASH, TOM, SPOT, and FORWARD contracts.
  • Yield spread analysis across OTC and derivative deals.
  • Collate data and prepare reports detailing cash position, liquidity analysis, Investment activity, and other metrics related to the efficient management of the Treasury.

Visiting Faculty

Triumphant institute of management education
Aurangabad, Maharashtra
08.2012 - Current
  • Head of the General Studies Department and the primary faculty member to deliver economics and social development lectures.
  • Maintaining updated knowledge through continuing education and advanced training.
  • Working with a diverse group of students to engage them in contemporary economics practices and current affairs.

Client handling and BD executive

Printwell International pvt. ltd
Aurangabad, Maharashtra
02.2010 - 06.2013
  • A premier private-sector company engaged in providing printing, packaging and allied services.
  • Cross Marketing and Client Servicing.
  • Generation of new business opportunities from existing clients.
  • Business development activities for maximizing new opportunities.

Education

Post Graduate Diploma - Treasury Management

National Institute of Bank Management
Pune
05-2023

Master of Arts - Economics

Mumbai University
Mumbai
05-2017

Bachelor of Engineering - Electronics And Telecommunication

Pune University
05-2010

Candidate - Certified Financial Planner

CFP Board
Remote

Skills

  • Funds and liquidity management
  • Financial analysis
  • Treasury management
  • Client relationship management
  • Critical thinking
  • Team collaboration
  • Strong communication skills
  • Enthusiastic, quick learner

Affiliations

  • An avid reader with attention to detail. Enjoy employing the gained knowledge in problem solving.
  • A keen love for writing and I run my personal blog under the pen name Deconstructed: www.prasannaskulkarni.com
  • A Cinephile.
  • Love to travel and engage in outdoor activities.

Certification

  • JAIIB and CAIIB from IIBF
  • INVESTMENT, TREASURY AND FOREX NIBM, PUNE
  • ADVANCED WEALTH MANAGEMENT from IIBF
  • KYC and AML from IIBF

Languages

English
Native/ Bilingual
Hindi
Native/ Bilingual
Marathi
Native/ Bilingual

References

References available upon request.

Timeline

Senior Treasury and Investment Manager,

Union Bank of India
06.2013 - Current

Visiting Faculty

Triumphant institute of management education
08.2012 - Current

Client handling and BD executive

Printwell International pvt. ltd
02.2010 - 06.2013

Post Graduate Diploma - Treasury Management

National Institute of Bank Management

Master of Arts - Economics

Mumbai University

Bachelor of Engineering - Electronics And Telecommunication

Pune University

Candidate - Certified Financial Planner

CFP Board

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