Deep Parekh

• Managing the Portfolio for HNI and Ultra HNI client base.
• Developed and offered tailored products including PMS, AIF, MF, securities, fixed income, and financial planning.
• Conducted risk profiling and management, analyzed portfolios, and provided personalized investment solutions.
• Relationship management and servicing client, Managing 30 crs approx. of AUM with diversified asset allocation.
• Closed high-value loan deal of approximately 15 crs in FY 2025-26, enhancing client portfolio offerings.
• Facilitated multiple portfolio management service deals with reputable fund house, expanding client investment options.
• Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
• Identified needs of customers promptly and efficiently.

Experience across banking and Investment products.

• Rewards & Recognitions (Axis Bank).
• Awarded as performer in Quarter 4 – March 2025 – MDRT Regional level contest.
• Awarded as performer in April and May 2025 – Best performer in MF/ SIP and Other investments category.
• Awarded by Aditya Birla Mutual Fund for 50 Lakhs Lump-sum investment in MF category.
• Awarded month on month by Axis Mutual Fund for SIP/Lump-sum Investment in MF category.
• Awarded by HDFC Mutual Fund for 2.5 Crs of Lump-sum Investment in MF category.
• Awarded by UTI & Bajaj Mutual Fund for SIP contribution under MF Category.
• Awarded by ICICI Prudential Mutual Fund house for 2 crs of Lump-sum investment under MF category.
• Awarded by Kotak Mutual Fund for Lump-sum Investment of 1 crs.

• Managed portfolio for HNI and Ultra HNI clients, tailoring strategies to meet individual financial goals.
• Developed and delivered customized financial products, including PMS, AIF, MF, bonds, and insurance, based on client needs.
• Portfolio analysis and ROI as per client requirements.
• Experience across banking and insurance products.
• Oversaw end-to-end processing and relationship management to enhance client satisfaction and retention.

• Managed investment portfolio of HNI client base worth 95 crs, conducted credit analysis of client business profiles.
• Portfolio management, handling HNI & Ultra HNI client base.
• Onboarded clients and performed comprehensive analysis for financial product and investment decisions, including assets and loans.
• Provided tailored TPP products, including PMS, AIF, MF, and bonds, based on client requirements.
• Ranked under Top 10 performer in Revenue Generation for portfolio.
• Experience in banking across products – Retail Liabilities, Retail assets, Business analysis & Investment analysis.
• Relationship management, End to end processing & banking operations.
• Working on passive leads (30% Activation).
• Used banking tools like CRM, Finnacle & other banking related software.

Acknowledged for exceptional contributions in various performance categories at Kotak Mahindra Bank.

• Recognized as a performer in November 2023 under CASA category.
• Recognized as a performer in December 2023 at the Prime Presidential Club and Regional level contest.
• Recognized as the top performer in December 2023 at the Presidential Carnival Club (GOA) for branch banking.
• Recognized twice as a performer in January 2024 under the Investment category (MF, Insurance & SIP).
• Recognized as a performer in February 2024 under the Cards category – Retail assets (Forex card & Credit cards).
• Recognized as the best performer in the Trinity contest under the category (Demat, Trading).

• Managed claim portfolio by analyzing, processing claims, and maintaining client relations.
• Handled end to end case processing and coordinated with banks to resolve payment queries.
• Coordinated with banks for ROE generation and payments to AIG entities, external vendors, clients, and adjusters.
• Made decisions based on reports and suggestions from specialists and the AIG team.
• Following of PIP Guidelines and commercial lines guidelines for processing.
• Processing the cases as per policy analysis and studying the claims case to case basis.
• Forwarded approved assessments to finance and accounts team for remittance details needed for case closure.
• Monitored turnaround time each month to ensure efficiency.
• Hands on experience in using company software, end to end processing and taking financial payment decisions basis standard procedure.

• Handled banking operations and managed portfolio of 60 Crores, serving high-value customers across products like investments, assets, CASA, insurance, and business banking.
• Onboarded clients in portfolio and provided analysis and consultation on financial products and investment decisions, including assets and loans.
• Conducted credit analysis for business clients to assess working capital limits.
• Planned, organized, hired, trained, and led team to maintain productivity and monitor sourcing quality.
• Hands-on experience in CRM tool Salesforce dot com and CBS (core banking system).