Pankaj Parwani
Mumbai
Summary
Dynamic banking professional with a proven track record at Indusind Bank Ltd, excelling in wealth management and customer relationship management. Achieved significant revenue growth through new business generation and enhanced client engagement strategies. Adept at complaint resolution and team development, fostering strong client loyalty and satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Indusind Bank Ltd
Mumbai
06.2024 - Current
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Enhanced client engagement strategies, resulting in significant growth in client referrals.
- Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Preferred Relationship Manager
HDFC BANK LTD
Mumbai
07.2020 - 05.2024
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
- Communicated regularly with clients to understand their needs, evaluate current product use, and cross-sell new products.
- Achieved goals for the sale of bank products and services, and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Monitored customer feedback, and generated reports to identify areas of improvement.
- Responded to customer inquiries and resolved complaints to establish trust, and increase satisfaction.
Assistant Manager
AXIS BANK LTD
11.2017 - 04.2020
- Managed over 20 Calls Per day and Increased Sales by 10%
Sourcing Current Account and Savings Account - Timely Processing of Bank Transactions like funds transfer, Cash, Clearings,
- Ensuring Timely Resolution of Customer Queries & Improving Customer Service Levels
- Outbound Marketing Calls for new leads and referrals to Generate Business
- Cross Sell of third-party products (Life Insurance, General Insurance, Mutual Funds, Debit/ Credit Cards)
- Established Contacts and relationships for stickiness of customer towards organization.
Regional Team Leader
Shriram Transport Finance Company
12.2012 - 10.2017
- Enhanced customer satisfaction by consistently demonstrating a positive attitude and attentiveness.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Provided mentorship to employees to ensure accurate task execution.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Educated customers and trained employees for the use of UPI transactions for the collection of dues, and increased digital payments by 27%.
Education
MBA - Finance
Technocrates Institute of Technology
BHOPALBachelor of Science - Electronics Technology
Barkatullah University
BHOPALHSC -
D.P "Sanskar” Higher Secondary School
BHOPALSSC -
D.P "Sanskar” Higher Secondary School
BHOPALSkills
- Wealth management strategies
- Customer relationship management
- New business generation
- Loans
- Customer portfolio management
- Banking
- Team development
- Sales expertise
- Complaint resolution
- Proficient in Microsoft Outlook
- Written and verbal communication
- Product knowledge
- Business development
Accomplishments
- Qualified "Continuum" program within just 9 months of joining IndusInd Bank's Pioneer Banking Vertical - a fast track recognition based on consistent performance and client engagement.
- Consistently Rated as Top Performer :
- FY 2020-21 : Significantly Contributor
- FY 2021-22 : Exceptional Contributor with Key Performer Tag
- FY 2022-23 : Significantly Contributor
Certification
- NISM
- IRDA
Timeline
Assistant Vice President
Indusind Bank Ltd
06.2024 - Current
Preferred Relationship Manager
HDFC BANK LTD
07.2020 - 05.2024
Assistant Manager
AXIS BANK LTD
11.2017 - 04.2020
Regional Team Leader
Shriram Transport Finance Company
12.2012 - 10.2017
MBA - Finance
Technocrates Institute of Technology
Bachelor of Science - Electronics Technology
Barkatullah University
HSC -
D.P "Sanskar” Higher Secondary School
SSC -
D.P "Sanskar” Higher Secondary School
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