PARTH THAKKAR

Adroit Banking Professional in Strategic Operations Management & Customer Relationship Management CONTACT

: Surrey, British Columbia, CA

: +1-778-***-****

: ad2q9j@r.postjobfree.com

EXECUTIVE SUMMARY

Competent in Banking Operations

management with experience in well-known

banks in India.

Expert in direct Customer Relationship

management for business growth.

Deft in understanding the customer

requirement, proposal of right product

match.

Focused Customer Service professional in

Banking Operations

EDUCATION

Bachelor of Business Administration

Specialization: Finance

Mewar University, India.

Year 2018

ACHIVEMENTS

Best Sales Performance award in IndusInd

Bank for 150k INR business in one go.

Gained Best Sales Achievement award in

Kotak Mahindra Bank in Trinity – June’21.

Won Privy League monthly competition by

opening 3 privilege account with seed fund

of 1.6 Million in record short time.

Earned Insurance Broking and banking

exam certificate by Insurance Regulatory

and Development Authority of India –

IRDA.

KEY SKILLS

Banking Operations

Branch Operations

Investment banking

Banking Process

Retails Banking

Corporate Banking

Customer Relationship

Customer Support

Customer Acquisition

OBJECTIVE: To help Banking Industry to grow Business, generate revenue, run profitable customer centric business operation with the help of my Experience and Expertise with utmost level of modesty, trustworthiness and meticulous planning. EMPLOYMENT RECITAL

YES BANK July 2023 to Nov 2023

Deputy Manager – Investment Banking Operations

Managed Customer Relationship for the services of Financial Instruments

Handled Mutual fund process including verification and documentation

Bookkeeping of account transfer and other banking transactions using Tally ERP

Oversaw AML laws and regulations while supporting deposits and fund accounts

Managed Operational risk and regulatory compliances AXIS BANK May 2022 to Jun 2023

Assistant Manager – Customer Relationship Manager

Performed customer service role for all banking needs.

Helped customers to understand requirement and suggest products and services

Raised Ticket for customer request and query in line with standards and procedures

Encouraged customer to know about new product to promote cross sale

Handled customer relationship to sustain profitability and Business development

Generated Leads Organically for Mutual Funds, Insurance and Private Equity KOTAK MAHINDRA BANK Mar 2021 to Apr 2022

Assistant Acquisition Manager – Customer Acquisition Lead

Spearheaded customer acquisition for current account, saving account

Targeted market segment of Small Business, Trust, societies, and corporates

Secured Cross sell TPP like insurance, gold, locker, fixed deposit

Managed Business development through cold calling, appointments, and customer meetings and proposing right set of products

INDUSIND BANK Dec 2019 to July 2020

Teller – Banking Operations executive

Managed customer service, transaction, digital education, and customer complaint

Customer Need identification, and guidance for suitable product solutions

Delivered education to customer about digital banking, Mobile banking, ATM

Suggested work process improvement in branch operations

Implemented good practice, process, procedure & policies for operation excellence

Handled documentation, MIS as per the company standards SHYAM PLASTIC MACHINERY June 2018 to Apr 2019

B2B marketing Executive

Developed and implemented strategies for Marketing and sales.

Conducted market research with forecast of sales and prepared relative budget

Participated in marketing campaigns for lead generation, lead qualification.

Assisted in Target Market identification and customer for better visibility

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