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Neha Purabiya

Neha Purabiya

Finance Intern

Followers of Neha Purabiya2000 followers
location of Neha PurabiyaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Deputy Manager at ICICI Bank

  • Education

    • Kj somaiya college of science and commerce

      2017 - 2021
      Bachelor's degree Business/Commerce, General

    • GNVS INSTITUTE OF MANAGEMENT, MUMBAI

      2022 - 2023
      Master of Business Administration - MBA MMS

  • Experience

    • Kotak Mahindra Bank

      May 2022 - Jun 2022
      Finance Intern

      I'm glad to share that I have started summer internship as a finance intern at Kotak Mahindra Bank Limited

    • ICICI Bank

      Jul 2023 - Nov 2024
      Deputy Manager

      •Cultivated and maintained strong relationships with clients to understand their financial goals and objectives.•Provided personalized investment advice and wealth management solutions, resulting in a 30% increase in client assets under management.•Implemented a client segmentation strategy to prioritize high-value relationships and allocate resources effectively.•Collaborated with product specialists and investment analysts to develop customized investment strategies for clients.Monitored market trends and communicated timely updates and recommendations to clients to optimize their investment portfolios.Maintained professional demeanor by staying calm when addressing unhappy or angry customers. Show less

  • Licenses & Certifications

    • Excel Fundamentals – Formulas for Finance

      Corporate Finance Institute
      Jun 2022
      View certificate certificate