---
title: "Pranav Gaikwad - Service Relationship Manager in India | Tal"
description: "Meet Pranav Gaikwad, ACCA (9/13) & MSc Finance Candidate | Financial Modeling, DCF Valuation, Excel | Transitioning from Client Relationship Management based in India."
image: "https://tal.club/meet/pranav-50/share-image"
---

# Pranav Gaikwad on Tal

## Headline

ACCA \(9/13\) & MSc Finance Candidate \| Financial Modeling, DCF Valuation, Excel \| Transitioning from Client Relationship Management

## About

My foundation combines a BBA in Global e\-Business from MIT World Peace University with hands\-on financial modeling practice\. Most recently, I built a DCF valuation of Avenue Supermarts \(D\-Mart\) from scratch — deriving WACC through beta regression against peer retailers, cross\-checking with median unlevered beta, adjusting for IND\-AS 116 lease liabilities, and running best/worst\-case scenario analysis\.

## Location

India

## Work experience

Service Relationship Manager at Shine Wealth, Jun 2024 \- Present · 2 yrs 2 mos, Manage a portfolio of 100\+ client relationships, serving as the primary point of contact for servicing, onboarding, and advisory needs\. \- Maintain and grow client retention to 100% through proactive relationship servicing and timely issue resolution \- Coordinate with internal teams, operations, sales, and compliance to resolve 70\-120 client queries per month within a day\. SLA\- Track and report on portfolio performance, account health, and renewal metrics for Client accounts, surfacing risk and growth opportunities to leadership \- Apply financial analysis skills built through ACCA/MSc Finance coursework to better understand client portfolios and identify \[cross\-sell/advisory\] opportunities\.

Sales And Marketing Intern at Legalbook, Feb 2024 \- Apr 2024 · 3 mos, Pune District, Conducted market research across target segments to support product positioning, using SQL for data extraction and analysis\. \- Built and executed email marketing campaigns, achieving open rate / generating qualified leads \- Supported research deliverables using Python for data cleaning & analysis, translating findings into actionable recommendations for the marketing team\.

## Education

ACCA

Master of Science, Accounting and Finance, O\.P\. Jindal Global University \(JGU\)

[View the original profile](https://tal.club/meet/pranav-50)

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