Margi Patel
Ahmedabad
Summary
Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Manager-Credit Administration Department
Indusind Bank
Ahmedabad
08.2023 - 02.2024
- Preparation of sanction letters and facility documents.
- Mortgage creation and preparation of related documentation.
- Preparing draft facility documents, releasing all the security and facility documents for execution.
- Checking of all the insurance policies, ROC Search Report, valuation reports, and the same has been updated in the master tracker file for preparing the monthly exception report and further monitoring.
- Maintenance of MIS (Stock Statements, Collateral Audit, Valuation Reports, Stock Audit Reports, ROC Search, etc.)
Assistant Manager-Operations Team Member
Kotak Mahindra Bank
Ahmedabad
04.2021 - 03.2023
- Verification of CASA products through physical and digital means, as per the documentation grid, from time to time.
- Complete knowledge of KYC documentation and verification parameters.
- Maintain the DVU report and inform various states (Gujarat, Rajasthan, Maharashtra, and Goa) of branches on a daily basis.
- Coordinating with different departments for the smooth process of account opening.
- Ensure TAT for all the activities, and experience in leading a team operations.
- To handle escalations in operations.
Assistant Manager-Customer Service Officer
Axis Bank
Ahmedabad
08.2019 - 12.2019
- Managing branch operations and day-to-day activities and responsibilities, such as handling customers' complaints, answering inquiries, selling products, solving issues, identifying and suggesting solutions to customers, diverting customer calls to the related department, and maintaining records, also includes money transfers, deposits, and withdrawals performed in the bank.
- Providing account services to clients, including a full range of the Bank’s retail services.
- Cross-sells banking products such as loans, credit cards, and other channels of banking, such as online banking, mobile banking, and other services based on customer needs, in accordance with the bank's program standards.
- Serving as a first point of contact for customers to solve their problems.
- Providing a high standard of customer service, and enhancing customer satisfaction and loyalty.
Education
MBA - Finance
GLS University
Ahmedabad04-2019
Bachelor of Commerce - Finance
Ahmedabad University
Ahmedabad04-2017
Skills
- Public relations
- Proficiency in Microsoft office
- Decision making
- Adaptability
- Time Management
- Customer relationship management
Certification
- Certificate for participating in IIM(A) CONFLUENCE
Languages
English
First Language
Hindi
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Affiliations
Projects
- Had done project report with internship at ADITYA BIRLA SUN LIFE MUTUAL FUND on “THE SELECTION BEHAVIOUR OF MUTUAL FUND” while pursuing PGDM. (For two months)
- I also completed a dissertation as part of my college project report on 'A Study on the Investment Perspective of Private Sector Employees'
Hobbies
- I love traveling, watching movies, meeting various types of people, trying different food.
Timeline
Associate Manager-Credit Administration Department
Indusind Bank
08.2023 - 02.2024
Assistant Manager-Operations Team Member
Kotak Mahindra Bank
04.2021 - 03.2023
Assistant Manager-Customer Service Officer
Axis Bank
08.2019 - 12.2019
MBA - Finance
GLS University
Bachelor of Commerce - Finance
Ahmedabad University
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