Pinank Shah
Mumbai
Summary
I am an individual looking for Senior Position in Financial and Investment Planning field, that will allow me to use my financial planning skills for the wide range of Clients, giving investments insight, potential risk and benefits of the current financial products, as I have in-depth understanding of banking practices, financial products and other compliance regulations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Platinum Relationship Manager
kotak Mahindra Bank
Mumbai
08.2022 - Current
- Managed an extensive High Net Worth Individual (HNI) portfolio, overseeing more than 170 groups with a cumulative portfolio size of 125 crores, demonstrating effective relationship management and expertise in diverse financial products
- Served as a one-point contact for Imperia customers, offering a comprehensive suite of banking services, loans, cards, assets, mutual funds, insurance, and other products, positioning Kotak Bank as primary banking partner for HNI customers
- Implemented strategies to enhance customer wallet size, gradually growing portfolio values across current accounts, savings accounts, fixed deposits, advisory services, loans, cards, assets, mutual funds, insurance, and other product categories
- Identified NR references and explored relationships with family members of existing groups, ensuring deepening and enhancement per group, and strategically expanding relationships through referencing and other sources
- Ensured high customer satisfaction by expediting and ensuring quality resolution of service issues, taking ownership end to end, enhancing current relationship value and wallet share, ultimately increasing profitability from these high-value relationships.
- Onboarding of new customer by taking reference from existing customer and market scoping
Priority Relationship Manager
Axis Bank
Mumbai
05.2021 - 08.2022
- Advised clients on diverse facets of financial planning, banking needs, and risk management, while deepening wallet share across various financial products such as loans, cards, CASA, mutual funds, and insurance
- Formulated and executed client retention strategies for the existing customer base while actively acquiring new clients across HNI segment, demonstrating a comprehensive approach to sustaining and expanding the customer portfolio
- Managed a significant High Net Worth Individual (HNI) portfolio, overseeing 200+ customers with a cumulative portfolio size of INR 40 crores, demonstrating adept relationship management and banking sales expertise
- Onboarding of new customer by taking reference from existing customer and market scoping
Customer Service Officer
Axis Bank
Mumbai
09.2015 - 04.2021
- Using banking software like finacle , CRM, Saksham
- handling customer transaction like NEFT , RTGS, FOREX , Travel Card & processing there request
- managing customer' deliverable
- KYC check for account opening , due diligence.
- monitoring of financial transaction , notify the transaction to KYC and AML Team
Education
Post-Graduation Diploma - Banking and Services
Manipal University
Bangalore05-2015
Graduate Certificate - Commerce
R.A.DAV College
Mumbai05-2014
Skills
- Customer 360
- Client Relationship Management
- Banking Sales
- Portfolio Management
- Business Development
- Investment Analysis
- Financial Management
Certification
- NISM Certification Series V A
- AMFI Certified
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Platinum Relationship Manager
kotak Mahindra Bank
08.2022 - Current
Priority Relationship Manager
Axis Bank
05.2021 - 08.2022
Customer Service Officer
Axis Bank
09.2015 - 04.2021
Post-Graduation Diploma - Banking and Services
Manipal University
Graduate Certificate - Commerce
R.A.DAV College