Summary
Overview
Work History
Education
Timeline
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MARILYN PINTO

Summary

Natural leader experienced in driving great team successes by coaching and motivating team members to increase financial profitability, operational efficiency and customer satisfaction. Record of performance in meeting organizational objectives. Excellent interpersonal skills, to work well with others, in both supervisory and support staff roles. Diligent customer service professional successful at satisfying different types of customers with creative and knowledgeable solutions. Leads teams of customer service-focused professionals to improve customer ratings, reduce complaints and increase business. Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.

Overview

23
23
years of professional experience
3
3
years of post-secondary education

Work History

PRIVATE BANKER

NEO WEALTH MANAGEMENT LTD
05.2024 - Current
  • Generated new business leads by leveraging existing connections and attending industry conferences.
  • Expanded client portfolio by identifying and acquiring high-net-worth individuals through targeted networking events.
  • Streamlined operational efficiency within the team by implementing process improvements that reduced errors and increased speed of service delivery.

PRIVATE WEALTH MANAGER

MOTILAL OSWAL PRIVATE WEALTH
1 2023 - 05.2024
  • Educated clients on the benefits of philanthropy, helping them incorporate charitable giving into their overall financial plans.
  • Negotiated favorable terms on behalf of clients in complex transactions involving real estate, private equity, and other alternative investments.
  • Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
  • Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.

BRANCH MANAGER

YES BANK
12.2021 - 01.2023
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Championed process improvement initiatives that resulted in increased efficiency, improved service quality, or cost savings for the organization as a whole.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.

BRANCH MANAGER

RBL BANK LTD
11.2020 - 11.2021
  • Working towards building up the liability and asset book size of the branch
  • Grooming a Strong and confident Team with Good knowledge and presentability to achieve their for CASA as well as TPP targets of Branch
  • Meeting HNIS and corporates to build up and acquire high value accounts and relationships for the Branch.

BRANCH MANAGER

AU Small Finance Bank Ltd
12.2019 - 10.2020
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Championed process improvement initiatives that resulted in increased efficiency, improved service quality, or cost savings for the organization as a whole.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.

Branch Manager

SURYODAY SMALL FINANCE BANK
09.2017 - 11.2019
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Optimized branch inventory management practices for improved product availability and reduced stock obsolescence costs.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.

EXCLUSIVE CUSTOMER RELATIONSHIP MANAGER

INDUSIND BANK
07.2016 - 09.2017
  • Trained and mentored new hires, creating a knowledgeable and efficient team that consistently met or exceeded performance targets.
  • Implemented CRM systems to track customer interactions, leading to more efficient follow-ups and enhanced customer experiences.
  • Delivered exceptional after-sales support by maintaining regular contact with clients, ensuring their continued satisfaction with purchased products or services.
  • Managed a team of customer service representatives, providing coaching and guidance for improved performance.

HDFC BANK LTD – PBA (PERSONAL BANKER AUTHORISER)

04.2007 - 05.2016
  • Supervising and ensuring seamless and error free transaction and operations and sales of the branch
  • Ensuring daily operation checks and verification done weekly or fortnightly as well as surprise verification conducted to ensure no compromise of banks policy
  • Timely Sales Reviews done to ensure staff productivity and targets are me

KEY RELATIONSHIP OFFICER

ICICI BANK LTD
03.2006 - 02.2007
  • Handling SME portfolio for the SME segment of the bank
  • Taking care of the SME Clients Banking services and requirements across banking products Handling all their requirements and needs related to banking and its services

Call Center Team Leader

Bharti Tele-Ventures ltd
04.2004 - 11.2005
  • Collaborated with other departments to resolve complex customer issues, ensuring overall company success and client satisfaction.
  • Served as an escalation point for challenging customer situations, resolving conflicts professionally while preserving strong client relationships.
  • Promoted a culture of continuous learning, providing ongoing training opportunities and resources for call center team members.
  • Fostered a positive work environment by promoting open communication, teamwork, and employee recognition initiatives.

TATA INFOMEDIA OFFICE ASSISTANT AND SALES COORDINATOR

TATA INFOMEDIA LTD
02.2001 - 12.2001
  • Expedited document processing with accurate data entry and timely filing.
  • Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
  • Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
  • Contributed to a positive work environment by fostering open communication among colleagues.

Education

NISM/ IRDA Certified -

B.A in /-Psychology -

M.S University, Vadodara
04.1997 - 06.2000

Timeline

PRIVATE BANKER

NEO WEALTH MANAGEMENT LTD
05.2024 - Current

BRANCH MANAGER

YES BANK
12.2021 - 01.2023

BRANCH MANAGER

RBL BANK LTD
11.2020 - 11.2021

BRANCH MANAGER

AU Small Finance Bank Ltd
12.2019 - 10.2020

Branch Manager

SURYODAY SMALL FINANCE BANK
09.2017 - 11.2019

EXCLUSIVE CUSTOMER RELATIONSHIP MANAGER

INDUSIND BANK
07.2016 - 09.2017

HDFC BANK LTD – PBA (PERSONAL BANKER AUTHORISER)

04.2007 - 05.2016

KEY RELATIONSHIP OFFICER

ICICI BANK LTD
03.2006 - 02.2007

Call Center Team Leader

Bharti Tele-Ventures ltd
04.2004 - 11.2005

TATA INFOMEDIA OFFICE ASSISTANT AND SALES COORDINATOR

TATA INFOMEDIA LTD
02.2001 - 12.2001

B.A in /-Psychology -

M.S University, Vadodara
04.1997 - 06.2000

PRIVATE WEALTH MANAGER

MOTILAL OSWAL PRIVATE WEALTH
1 2023 - 05.2024

NISM/ IRDA Certified -

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