Rekha Pai
THANE
Summary
Innovative professional with expertise in public speaking and financial analysis, backed by extensive experience in banking. Committed to knowledge sharing to empower future generations. Proven ability to communicate complex financial concepts effectively.
Overview
1
1
Certification
30
30
years of professional experience
Work History
Sole Proprietor
Prosperity Path Pavers
Thane
01.2025 - Current
- Assessed client personal finance needs and tailored offerings to meet specific goals.
- Served as mutual fund distributor and insurance agent, delivering customized product recommendations based on client profiles.
- Delivered customer service through various channels, including phone, email, and in-person meetings.
- Organized investment awareness programs alongside Prudent Corporate Services, promoting financial literacy.
- Presented financial freedom strategies to participants during awareness sessions.
- Developed and delivered engaging presentations on investment at Vivekanand College, Chembur.
- Conducted interactive lectures to enhance understanding of investment opportunities among students.
Chief Manager
Bank of Baroda
Mumbai
03.1996 - 05.2021
- Worked in various roles and areas during the stint of 25 years of banking including Branch Operation, Retail, HR- Retirement benefits, Forex etc
- Led branch operations to ensure efficient service delivery and customer satisfaction.
- Managed team performance through regular coaching and feedback sessions.
- Administered employee benefits, addressing inquiries and resolving issues promptly.
- Managed International operations department during overseas posting in UK
- Headed Retail Banking and Debit card operations at London office.
- Worked on Joint venture process for Credit card business.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Education
Certified Financial Planner (CFP) -
Financial Planning & Standards Board (USA)
Mumbai01-2025
Bachelor of Science - Microbiology
SIES College
Mumbai03-1995
Executive Diploma in Finance & Banking -
Welingkar Institute of Management
MumbaiSkills
- Financial analysis and investment strategies
- Client presentations
- Coaching and mentoring
- Workflow optimization
- Time management
- Continuous learning mindset
- Interpersonal communication
Certification
- Certified Financial Planner , CFP
Timeline
Sole Proprietor
Prosperity Path Pavers
01.2025 - Current
Chief Manager
Bank of Baroda
03.1996 - 05.2021
Certified Financial Planner (CFP) -
Financial Planning & Standards Board (USA)
Bachelor of Science - Microbiology
SIES College
Executive Diploma in Finance & Banking -
Welingkar Institute of Management