Prayag Mohanlal Patel
Dombivli
Summary
Results-driven Branch Relationship Officer known for high productivity and efficient task completion. Skilled in customer relationship management, financial product sales, and conflict resolution. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
6
6
years of professional experience
Work History
Branch Relationship Officer
Axis Bank
Thane
11.2018 - Current
- Provided excellent customer service to all customers and ensured their satisfaction.
- Developed and maintained relationships with existing and potential clients through regular follow-up visits and calls.
- Performed account opening for new customers, processed deposits, withdrawals,.
- Adhered to compliance policies and procedures in order to ensure legal requirements were met.
Education
Master of Management Studies - Finance
Dr. V N Bedekar Institute of Management
01.2018
Graduation - BMS
Royal College of Science and Commerce
01.2015
HSC -
Royal Junior College of Science and Commerce
01.2012
SSC -
Model English School
01.2010
Skills
- Financial advisory
- Cross-selling abilities
- Banking operations
- Goal-Oriented
Seminarconference
National Conference on Momentous Rise of the Indian Startup, Trajectory to Growth, 02/04/17, Bedekar Institute of Management Studies
Personal Information
- Date of Birth: 10/31/94
- Marital Status: Single
Languages
- English
- Marathi
- Hindi
- Gujarati
Hobbies and Interests
- Playing Cricket
- Listening Music in Free Time
Projects
Summer Internship Project, Company Analysis in Sugar Sector Winter Internship Project, Corporate governance practices in Indian Banks: A comparative study of SBI Bank and HDFC Bank, Fundamental analysis for Investment decision in FMCG companies, Digital Transformation in India
Disclaimer
I hereby declare that above furnished information is true and original to the best of my knowledge and belief.
Summerinternship
The Money Roller, Equity Research Summer Live Project
Additionaltechnicalqualifications
Certified Industrial Accountant Course (CIA+), Institute of Computer Accountants
Languages
English
First Language
Timeline
Branch Relationship Officer
Axis Bank
11.2018 - Current
Master of Management Studies - Finance
Dr. V N Bedekar Institute of Management
Graduation - BMS
Royal College of Science and Commerce
HSC -
Royal Junior College of Science and Commerce
SSC -
Model English School
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