PRAJYOT PATIL
Goa
Summary
Dynamic financial professional with extensive experience at HDFC BANK LTD, excelling in portfolio management and relationship building. Proven track record in enhancing customer satisfaction and driving revenue growth through expert financial advising and upselling strategies. Committed to delivering tailored solutions that meet diverse client needs and foster long-term loyalty.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Personal Banker
HDFC BANK LTD
GOA
06.2025 - Current
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Provided financial advice to clients on products and services.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Resolved customer inquiries and issues with professionalism and care.
Retirement Annuity & Pension Fund Advisor
Max Life Pension Fund Management Ltd
Goa
06.2023 - 06.2025
- Advised clients on pension fund options and investment strategies.
- Developed customized pension plans based on individual client needs.
- Analyzed market trends to provide informed recommendations to clients.
- Forged partnerships with government departments at central and state levels, enhancing value proposition in Mumbai, Ratnagiri, Sindhudurg, Raigad, and Goa.
- Educated subscribers on NPS benefits for government, corporate, and retail sectors across India.
Retirement Annuity & Fund Advisers
HDFC Life Pension Fund Management Ltd
Goa
10.2022 - 06.2023
- Established alliances with central and state government departments, creating value propositions in Goa, Ratnagiri, Sindhudurg, and Raigad.
- Increased awareness of NPS among government, corporate, and retail subscribers through targeted outreach efforts across India.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Completed day-to-day duties accurately and efficiently.
Financial Advisor
Sharekhan By BNP Paribas
Goa
02.2021 - 09.2022
- Counselled clients on financial matters and provided tailored recommendations for investment opportunities and products.
- Consulted with clients to assess and meet short- and long-term financial goals.
- Executed purchase and sale of securities, stocks, and bonds, enhancing client portfolios to achieve targeted ROIs.
- Promoted business, increasing customer base and driving revenue growth.
Head Cashier
V2 Retail Ltd
Goa
08.2020 - 02.2021
- Operated registers and managed checkout processes to ensure efficient customer transactions.
- Assisted cashiers by addressing customer inquiries and conducting price checks to enhance service quality. with requests such as price checks.
- Generated reliable and accurate till reports from every register.
- Verified cash amounts against reports during closing.
Education
Bachelor of Commerce - Accounting & Finance
S.S.Dempo College of Commerce & Economics
Goa01-2020
Skills
- Relationship management
- Investment strategies
- Financial product expertise
- Relationship management
- Cross-selling techniques
- Customer service
- Investment strategies
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
NISM-202300087823
Field Of Interest
- Portfolio management
- Research
- Consulting
- Risk analysis and risk management
- Asset management
- Private wealth management
- Commercial banking
- Investment banking
Timeline
Personal Banker
HDFC BANK LTD
06.2025 - Current
Retirement Annuity & Pension Fund Advisor
Max Life Pension Fund Management Ltd
06.2023 - 06.2025
Retirement Annuity & Fund Advisers
HDFC Life Pension Fund Management Ltd
10.2022 - 06.2023
Financial Advisor
Sharekhan By BNP Paribas
02.2021 - 09.2022
Head Cashier
V2 Retail Ltd
08.2020 - 02.2021
Bachelor of Commerce - Accounting & Finance
S.S.Dempo College of Commerce & Economics