Manish Pareta

Financial Analysis: Quantitative Analysis, Portfolio Management, Risk Assessment, Strategic Planning, Benchmarking, Forecasting Handling Mutual Fund, Life Insurance, PMS, Corporate FD, Bonds, Equity Investment as per customer requirement..

Provided personal, customized, financial counsel and wealth management services for an established full-service investment firm. Managed and retained full-service investment relationships for over 400 clients; provided and administered investment portfolio management, financial planning, wealth management

I am Handling Branch Operation as a Authorizer as banking Cash and Non Cash transaction, along with Sales customer Services. Oversaw the onboarding and training of new recruits in the company’s specified procedural standards to ensure compliance and the delivery of premium service all over.

HMultifaceted role encompassing organizational and customer relations expertise in support of fast-paced and customer-oriented branch.

• Meticulously managed accurate records of documentation related to each transactions, whilst ensuring compliance with defined procedural standards.
• Provided comprehensive support on financial transactions to clientele encompassing deposits, cash transfers, withdrawals, etc.
• Routinely updated knowledge on new bank products and services to provide clients with comprehensive information in response to their inquiries.
• Oversaw the training of new recruits to ensure the delivery of standardized customer support.
• Handling for cash on daily bases, resolve for customer queries and interactions for daily walk-in and source for company products, perticiept for audit manage for branch lobby and process for any task with in TAT hours, make source of customer fixed deposit,RD locker operation, neft rtgs,fund transfers and all works related operation finished all works with in tat on daily bases Sales:- complete the assign targets on time line and archive star excellence award for regular month we have a good communication skill on sales.

• Documents processing within TAT hours, Handling clients and Team, team management & Communication with client and management team, Making healthy relation with the distributors and sales and CS team
• Proper reporting to MIS team, handling to jio money project respective indore area merchant to merchant