Summary
Overview
Work History
Education
Skills
Personal Details
Timeline
Generic

Pranshul Panchal

Indore

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

5
5
years of professional experience

Work History

Corporate Account Manager

Tata AIA Life Insurance
Indore
09.2023 - Current
  • Managed the onboarding process for new customers by providing training support where needed.
  • Assisted in developing long-term strategic plans for corporate accounts growth and development.
  • Provided regular reports on account performance and progress to senior management.
  • Organized presentations for prospective customers to demonstrate product features and benefits.
  • Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
  • Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.

Relationship Manager, Banking Operations

Bajaj Allianz
Indore
12.2021 - 08.2023
  • Performed daily reconciliation of accounts to ensure accuracy of records.
  • Monitored daily operations and identified areas for improvement in processes and procedures.
  • Generated reports on client's financial status, progress, and other information as needed.
  • Greeted and assisted customers with banking inquiries and transactions.
  • Conducted regular reviews of credit policies and procedures to ensure compliance with regulations.

Management Trainee

HDFC Sales
Indore
09.2019 - 06.2020
  • Performed administrative tasks such as data entry, filing, and document preparation.
  • Developed and maintained relationships with vendors and suppliers.
  • Resolved client issues by delivering excellent customer service and maintaining positive attitude.
  • Supported staff training, development and evaluation.

Education

PGDM - Finance And Marketing

Indore Indira Business School
Indore
01-2019

B.com - Accounting And Computer Science

Devi Ahilya Arts And Commerce College
Indore
01-2017

Class- XII -

Sahaj Public School
Shajapur
01-2014

Class- X -

Govt Boys Higher Secondary School
Shajapur
01-2012

Skills

  • Revenue Generation
  • Order Processing
  • Account Servicing
  • Claim handling
  • Banking operations

Personal Details

Father's name:- Mr Jagdish Panchal

Date of Birth:- 18th Nov 1995

Address:- CH-14, Scheme 74, Vijaynagar, Indore, MP, 452010

Timeline

Corporate Account Manager

Tata AIA Life Insurance
09.2023 - Current

Relationship Manager, Banking Operations

Bajaj Allianz
12.2021 - 08.2023

Management Trainee

HDFC Sales
09.2019 - 06.2020

PGDM - Finance And Marketing

Indore Indira Business School

B.com - Accounting And Computer Science

Devi Ahilya Arts And Commerce College

Class- XII -

Sahaj Public School

Class- X -

Govt Boys Higher Secondary School

Similar Profiles

CREATE PROFILE
Pranshul Panchal