Summary
Overview
Work History
Education
Skills
Certification
Personal Details
Timeline
Generic

Pratiksha Turvatkar

Mumbai

Summary

Dynamic banking professional with extensive experience at ICICI Bank and IndusInd Bank, excelling in customer service and loan processing. Proven track record in enhancing client satisfaction and driving business growth through effective issue resolution and compliance with policies. Adept at developing tailored investment strategies to meet diverse client needs.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Service Delivery Manager

INDUSIND BANK LTD
Mumbai
06.2021 - Current
  • Managed a portfolio exceeding ₹10 crore, focusing on growth and risk mitigation.
  • Provided comprehensive loan solutions tailored to client requirements.
  • Developed customized investment strategies aligned with individual client goals.
  • Facilitated working capital arrangements, including OD, CC, and GSTOD facilities, based on needs.
  • Oversaw client services in the branch lobby to drive satisfaction.
  • Checked KYC documents for accuracy during new account openings.
  • Onboarded new clients through welcome calls and sales audits.
  • Generated business leads and coordinated with appropriate sales channels.

Deputy Manager

ICICI BANK LTD
Mumbai
09.2016 - 11.2020
  • Delivered personalized customer service to meet individual requirements and enhance satisfaction.
  • Promoted company brand through tailored customer interactions and unique offerings.
  • Processed service requests efficiently to ensure timely resolutions.
  • Resolved customer issues by coordinating with relevant departments when necessary.
  • Assisted customers throughout loan application and processing stages, ensuring clarity.
  • Facilitated communication between customers and departments to streamline support efforts.

Assistant Accountant

Nikhil Adhesives Ltd
Mumbai
06.2015 - 08.2016
  • Evaluated employee expense reports to ensure accuracy and compliance.
  • Monitored accounts receivable and payable for efficient processing.
  • Maintained comprehensive documentation for financial department procedures.
  • Compiled general ledger entries within tight deadlines, achieving 100% accuracy.
  • Reconciled all company accounts, including credit cards, employee expenses, and commissions.

Education

MBA - Finance

St.John Institute of Management And Research
University Of Mumbai
05-2015

Bachelor of Commerce -

S.D.S.M College
University Of Mumbai
05-2013

Higher Secondary Certificate -

S.D.S.M College
Maharashtra State Board
02-2010

Ssc -

Aryan High School
Palghar
03-2008

Skills

  • Customer service and support
  • Banking products knowledge
  • Policy and procedure compliance
  • Issue resolution strategies
  • Loan processing expertise
  • Profit maximization techniques

Certification

  • Association Of Mutual fund in India (AMFI)
  • Insurance Regulatory and Development Authority(IRDA)

Personal Details

Date Of Birth : 11th Dec,1992

Marital Status: Married

Languages Known: English, Marathi and Hindi

Declaration:

I hereby declare that the information is true to the best of my knowledge and belief

Place: Palghar

Date:

Timeline

Service Delivery Manager

INDUSIND BANK LTD
06.2021 - Current

Deputy Manager

ICICI BANK LTD
09.2016 - 11.2020

Assistant Accountant

Nikhil Adhesives Ltd
06.2015 - 08.2016

MBA - Finance

St.John Institute of Management And Research

Bachelor of Commerce -

S.D.S.M College

Higher Secondary Certificate -

S.D.S.M College

Ssc -

Aryan High School

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