PURVESH HARESH PANCHAL
Mumbai
Summary
Dynamic professional with proven success at Kotak Mahindra Bank, specializing in client engagement and operational efficiency. Expertise in transaction processing and relationship building has led to significant improvements in customer satisfaction and loyalty. Proficient in CRM tools to streamline processes, consistently delivering exceptional results in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Premier Acquisition Manager
Kotak Mahindra Bank
02.2023 - Current
- Acquired knowledge in banking, financial services, and investment practices to enhance expertise.
- Delivered exceptional customer service to build strong client relationships.
- Cultivated current account relationships to drive client satisfaction and loyalty.
- Managed cash counter operations efficiently to ensure accurate transactions.
- Processed NEFT and RTGS transactions to facilitate timely fund transfers.
Marketing Associate
MakeMyHolidayz
05.2022 - 07.2022
- Executed cold calling strategies to enhance client engagement for MICE products.
- Provided exceptional customer service to strengthen client relationships and retention.
- Created proposals for service and product strategies based on marketing data.
Operations Executive
Avanse Financial Services Ltd
04.2021 - 02.2022
- Executed operations for Education Loan Disbursement Department, ensuring efficiency and accuracy.
- Utilized CRM and DMS tools to manage customer interactions and data effectively.
- Provided exceptional customer service to address inquiries and resolve issues promptly.
- Leveraged ELMS and Penapp systems to streamline loan processing workflows.
- Developed and implemented operational strategies to improve efficiency, reduce costs and increase customer satisfaction.
Education
M.M.S. - Sales & Marketing
G. N. V. S. Institute Of Management
01.2023
B.Com. - Commerce
Prakesh Degree College
01.2021
12th - MSBSHSE
Nitin Godiwala Junior College
Mumbai01.2018
10th - MSBSHSE
R N Sheth Vidhyamandir School
Mumbai01.2014
Skills
- Customer service
- Transaction processing
- Client engagement
- Operational efficiency
- Problem solving
- Relationship building
- Process optimization
- Microsoft Office
- Sales expertise
- Graphic design with Canva
- CRM management
Accomplishments
Winner of the Business Plan Competition, GNVS Institute of Management, March 2022
Contact
+91-8291354882, +91-8108996459, purveshpanchal99@gmail.com, purvesh.panchal21-23@gnvsiom.org
Personal Information
- Date of Birth: 04/18/00
- Gender: Male
- Marital Status: Single
Extracurricular Activities
Member - Branding Forum, 2021-2023, GNVS Institute of Management
Hobbies and Interests
- Trekking
- Solo Bike Riding
Projects
A Study On Customer Perception Towards Booking Online Travel And Tourism Industries, Prof. Sunil Saxenna, The study includes the perception of customers towards online booking for tours and travels industries.
Assessments Certifications
- Introduction to Wealth Management, 09/2022
- Digital Marketing, 05/2022
Activities
- Business Simulation, 08/2022, GNVS Institute Of Management
- Business Mela Competition, 03/2022, GNVS Institute Of Management
Timeline
Premier Acquisition Manager
Kotak Mahindra Bank
02.2023 - Current
Marketing Associate
MakeMyHolidayz
05.2022 - 07.2022
Operations Executive
Avanse Financial Services Ltd
04.2021 - 02.2022
M.M.S. - Sales & Marketing
G. N. V. S. Institute Of Management
B.Com. - Commerce
Prakesh Degree College
12th - MSBSHSE
Nitin Godiwala Junior College
10th - MSBSHSE
R N Sheth Vidhyamandir School
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