Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Timeline
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Pallavi Sinha

Pallavi Sinha

Mira Road

Summary

Dynamic finance professional with a proven track record at HDFC Bank, excelling in demat operations and client relationship management. Skilled in advanced Excel and adept at driving revenue growth through strategic investment recommendations. Passionate about delivering exceptional service and enhancing client portfolios, consistently achieving results that exceed expectations.

Overview

7
7
years of professional experience

Work History

Deputy Manager

HDFC Securities
Mumbai
02.2025 - Current
  • Executed buy/sell orders for equities, derivatives, and currencies on live market terminals.
  • Drove revenue growth by cross-selling mutual funds, insurance, fixed deposits, and PMS.
  • Acquiring clients, generating revenue from MTF, MTF book building, F&O, and insurance products.
  • Increased client portfolio diversification through strategic investment recommendations like PMS/AIF.

Assistant Manager Grade 2

ICICI Bank
Delhi
06.2023 - 09.2023
  • Supervised the timely processing of demat requests & resolution of any associated issues.
  • Demat operations using DPsecure, FCRM, acceptance of delivery instruction slips (DIS), pledge request, re/dematerialization request.
  • Conducted periodic audits to assess the effectiveness and efficiency of document verification procedures.

Associate Analyst

XL Dynamics India Pvt. Ltd.
Mumbai
11.2020 - 05.2023
  • Conducted data extraction and verified raw data for accuracy and consistency.
  • Produced quarterly and monthly reports using Excel for analysis.
  • Collaborated with cross-functional teams to customize solutions for US-based client needs.
  • Coordinated audits with administrators and external auditors to ensure compliance with standards.

Virtual Relationship Manager

HDFC Bank
Pune
10.2019 - 06.2020
  • Developed specialized product portfolio and provided financial guidance for affluent clients at branch.
  • Managed management information system (MIS) database to analyze trends and enhance customer acquisition.
  • Resolved customer inquiries within service level agreements (SLAs), escalating complex cases as required.
  • Executed relationship strategies to maximize profitability and seize growth opportunities.

Education

MBA - Banking and Financial Services

Ajeenkya D Y Patil University
Pune
01-2020

Bachelors - Business Administration

Asansol Engineering College
Asansol, West Bengal
01-2018

Skills

  • Microsoft Office Suite
  • Advanced Excel
  • NISM VA XXIA VIII
  • IRDA certification
  • Demat operations
  • Mutual funds operations

Languages

  • English
  • Hindi
  • Bengali

Personal Information

Date of Birth: 04/11/95

Timeline

Deputy Manager

HDFC Securities
02.2025 - Current

Assistant Manager Grade 2

ICICI Bank
06.2023 - 09.2023

Associate Analyst

XL Dynamics India Pvt. Ltd.
11.2020 - 05.2023

Virtual Relationship Manager

HDFC Bank
10.2019 - 06.2020

MBA - Banking and Financial Services

Ajeenkya D Y Patil University

Bachelors - Business Administration

Asansol Engineering College
Pallavi Sinha