Parth Lolaliya
4Th Floor 401 Shreynash Flat Nr Dhanvantri Garden Shantivan Paldi Ahmedabad
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
7
7
years of professional experience
Work History
Kotak Mahindra Bank Ltd
Assitant Manager
Bavla
12.2023 - Current
- Exceeded customer satisfaction by finding creative solutions to problems.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Managed inventory and supplies to ensure materials were available when needed.
- Managing Daily Cash Transactions
- Inputter of cash RTGS/NEFT/DD And Transfer Vouchers
- Handing Trade Operations Transactions
- Inward Remittances
- Outward Remittances & Export Bill Lodgments
- Checking of account opening and service request of the customer
- Cross selling of bank Products
- CASA & Term Deposit
- Life Insurance & MF
ICICI BANK LTD
Assitant Manager II
Ahmedabad - Paldi
08.2023 - 11.2023
- Portfolio management with cross sell of various product like Casa/cc/od/PL./BL/BLG/HL Etc to increase customer wallet share with bank
- network development & providing several support functions such as documentation customer requests solving and kyc document verification of new accounts.
- Prepare and distribute meeting agendas, minutes, and other relavant materials.
- Handle confidential information and documents with discretion and maintain their proper organization.
Assitant Manager
Kotak Mahindra Bank Ltd
Ahmedabad
06.2019 - 07.2023
- Handling Account Opening of 811 Kotak & Corporate Salary Account opening unit
- Work Management
- Handled confidential documents and maitaned their Proper Organization
- Team Handling & MIS Data Proper Management & data distributor.
- Team Leader
Customer Service Executive
Wall Street Finance Ltd
Ahmedabad
02.2018 - 07.2019
- Taking Care of operation activities for branch
- handling walk in customer & queries
- timely entry of transaction in software
- collection & follow up of pending documents from customer
- strict adherence to RBI Guidelines
- Western Union Funding Trans fee
- managing of cash counter in branch
- collection & maintaining kyc of customer
Education
Bachelor of Commerce
Gujrat Univercity
Ahmedabad Gujarat07-2017
Skills
- Strong organizational and time-managment skills
- Exceptional communication and interpersonal skills
- Ability to work independently and as part of a team
- Detail-oriented and able to handle multiple tasks simultaneously
- Experience in managing budgets and handling financial documents
Timeline
Kotak Mahindra Bank Ltd
Assitant Manager
12.2023 - Current
ICICI BANK LTD
Assitant Manager II
08.2023 - 11.2023
Assitant Manager
Kotak Mahindra Bank Ltd
06.2019 - 07.2023
Customer Service Executive
Wall Street Finance Ltd
02.2018 - 07.2019
Bachelor of Commerce
Gujrat Univercity
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