Prachi Joshi
Ulhasanagar
Summary
An upcoming Banking Professional with over 9 years of experience in back-office management, customer relationship handing and sales in Banking an Insurance Space. A result-oriented initiative-taker with prominent level of situational awareness, business acumen, customer management and relationship building skills.
Overview
8
8
years of professional experience
Work History
Manager M3
Kotak Mahindra Bank
Mumbai
06.2025 - Current
- Portfolio Handling and Investment Banking, All Banking Products and target driven.
- Fostered strong relationships with key clients to increase in repeat business.
- NRI Banking, Client servicing handling NRE/NRO accounts, Investments, Mutual Funds, FCNR, Remittances.
Manager
INDUSIND Bank
Mumbai
10.2024 - 04.2025
- Portfolio management and client relationship.
- Managing portfolio of 200 HNI clients.
- New acquisition and planned execution strategies for client and implementing bank revenue.
Deputy Manager
HDFC Bank
10.2021 - 10.2024
- Portfolio Management and perform the operational needs and Managed branch operations with procedures.
- Target Driven D2C
- Qualifier for MDGH contest for Life Insurance Business.
- Adhere to all the company standards in NRI Service, NRE/NRO accounts.
- NISM/IRDA certified.
Assistant Manager
TATA AIA Life Insurance Co. Ltd.
12.2019 - 07.2021
- Key Accounts Management - IBL NR & Exclusive.
- Market Forecasting & Trend Analysis.
- Prepared detailed target on sales in Life Insurance and productivity for management review.
Associate Sales Manager
Aditya Birla Sun Life Insurance Co. Ltd.
06.2018 - 12.2019
- Customized Financial Planning & Banking Solutions to Customers - D2C.
- Fostered strong relationships with customers through regular communication and excellent after-sales support.
- Promoted as Associate Manger in 6 Months, target driven.
Education
Bachelor of Commerce -
K.C College Commerce and Economics
MumbaiSkills
- Client relationship management
- Portfolio management
- Target achievement
Timeline
Manager M3
Kotak Mahindra Bank
06.2025 - Current
Manager
INDUSIND Bank
10.2024 - 04.2025
Deputy Manager
HDFC Bank
10.2021 - 10.2024
Assistant Manager
TATA AIA Life Insurance Co. Ltd.
12.2019 - 07.2021
Associate Sales Manager
Aditya Birla Sun Life Insurance Co. Ltd.
06.2018 - 12.2019
Bachelor of Commerce -
K.C College Commerce and Economics