Snehal Patel

Experience

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  L&T Technology Services

  Dec 2013 - Mar 2014

  Trainee

  • Maintaining and updating web portal's made for company it-self• Developed quality Quiz for employee's to appear for online test regarding to the L&T-S&L Quality management.• Generate procedure in Oracle 11g using Quest toad provided by dell to generate question set randomly

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  IndusInd Bank

  Jan 2015 - Oct 2016

  Financial Analyst

  IndusInd bank the first among the new-generation private banks in India. It’s stands tall today as one of the reputed banking brands in the country. On its path features among Forbes super 50 companies in India.• Maintained and monitored the fund and equity investments, including inflows, outflows, valuations, risk rating, performance analysis, and record maintenance.• Providing financial advice related to Investment, Insurance, simple banking transactions.•Acquiring new customers through active referrals from self-generated leads and thereafter adding these clients to her existing portfolio for future cross sell.•Responsible for meeting all sales and business targets delivering with quality and assigned customersCold calling, activities, natural market, existing relationships etc.to self-source.•Attend walking customer and vie telephone and identify needs to provide appropriate solution to customersNotable Accomplishments:• Received certificate of appreciation for the highest contribution in life insurance business (Sep 2015)• Awarded trophy and certificate for being top performer in highest acquisition value (Aug 2015)• Received certificate for highest contribution health insurance business(Dec 2015,May 2015) • Received certification for highest savings account in region(Dec 2015)• Received certification from zonal head for the highest savings account in whole zone(July 2015)• Ranked 1ST in PAN India in the relationship officer categories with excellent target performance achievement in all prospect for received trophy from the county head of IndusInd bank (This excellent award change my career complitaly) (June 2016) Show less

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  HDFC Bank

  Oct 2016 - Jul 2019

  Sr Financial Analyst

  HDFC Bank is one of India's premier banks, providing a wide range of financial products & services. It is the largest bank in India by market capitalization as of February 2016. On its path to becoming a “World Class Bank” the bank has won several awards. • Handle cost and benefit analysis for diverse and large volume portfolio • Prospect, Identify and on-board new customers with proven net worth of $100K and above• Helped customer to plan their current needs and future financial objectives • Delivered trusted investment advice and provide comprehensive financial planning support• Identify new business opportunity from existing book of business• Provide multi product investment solutions like, retail banking, insurance, Mutual Funds, Bonds, treasury, auto loans, two wheeler loans, personal loans, loans against property, consumer durable loan, lifestyle loan, credit cards ,Leveraged Investments, FX trades and cross currency deposits along with this various digital products are Payzapp and SmartBUY. • Followed a disciplined sales plan to accelerate the profitable revenue growth and explore and secure new business opportunities.Notable Accomplishments:• Received an outstanding contribution award for achieving 140% of annual revenue targets(2018)• Awarded trophies for being top performer in Mutual Funds sales (2018)• Awarded trophy for being top performer in Life Insurance sales (2017)• Ranked 1st for two consecutive years for highest sales of Offshore Investments(2016 & 2017)• Received certificates of appreciation for the new savings balance acquisition of customers & significant contribution to the organization (2018)• Received silver star award and certificate for significant contribution to the organization (2018) Show less

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  Bell

  Aug 2019 - Oct 2019

  Sales Consultant

  •Prioritizing various sales tactics that will optimize ROI•Pricing and profitability Analysis•Competitive Analysis•Meeting gross sales and activation targets as well as any other performance KPI’s set by management•Develop and launch tailored sales initiatives focused on maximizing sales productivity in a given territory•Providing sales performance reports on a daily/weekly basis•Ensuring project deadlines and deliverables such as daily rep activity tracking are consistently met.•Approving as required, sales representative expenses and hours worked•Providing feedback such as competitive activities, pricing, product acceptance, etc.•Facilitation of team meetings-includes preparation of agenda and effective delivery of value added content to sales agents•Taking part in territory planning and assignment exercises on a weekly basis•In-field and one on one coaching with sales representative•Completion of sales coaching feedback assessments Show less

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  CIBC

  Nov 2019 - Jun 2020

  Sr. Account Processing Officer

  • Developed and implemented smart forms in regards to continuous improvement which can be inputted directly in the system, effect of it being less errors, less losses and more productive.• Accountable for providing professional, timely and efficient service to branch (client), our business partners, and other areas within the bank.• Reconciliation expert caught and avoided various errors and mishaps which was due to create loss for the bank.Reconciliation is done for third party custodian.Cash, transaction and position reconciliation. • Responsible for all the day to day Internal Transfers, External Transfers, Foreign Exchange, Wires, Cheques, EFT, Estate Transfers, Cancel and Correction, Cheque Clearing, Daily reconcile of reports, maintain and reconcile client’s accounts.• Generate reports within all products and complete the financial transaction• Developed and implemented various other CIs which has helped the team to either reduce time in processing or reduction of errors.• Link between the investment managers and traders. • Handling queries over the phone and email. Responsibilities include Opening /closing/converting accounts (RRSP, RRIF, LIF, LIRA, TFSA). Assets booking, Bond Classification, Fixed Term GIC booking.• Cash management, OBJT STAT codes, Trade corrections, Corporate action.• Compliance with all the policies, procedures laid down.• Products handled Pools, equities, Bonds, Fixed Term, Personal Portfolio Services.• Used System like TOPS, CORE. Show less

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  CIBC Mellon

  Jun 2020 - Mar 2022

  • Assist the team in Toronto and Pune with the servicing of their accounts and the research and resolution of sensitive or complex client issues to ensure professional service is delivered and improve service standards.• Perform daily critical control functions by validating client and investment manager authorized signatures, verify security transactions, authorize cash transactions, research all overdrafts or idle balances daily to ensure validity and take appropriate action to ensure timely market settlement of all transactions to reduce market exposure.•Maintain special instructions, other critical documents and CDI database to ensure compliance and that policies and procedures are being adhered to.•Provide direction, technical advice and support to staff in Toronto and Pune, provide training to Specialists, serve as an assistant to the Team Leader/Supervisor in coordinating and monitoring the activities of the team both onshore and offshore.• Identify opportunities for improved processing, cost reduction, revenue generation, STP rates, NI-24101 trade match rates, fax clients and support & provide feedback with project testing Show less • Monitored daily cash and trade activity in client and investment manager accounts as per client instructions and took appropriate actions to ensure timely settlement of all cash and securities transactions to reduce market exposure• Maintained effective working relationships with Clients, Investment Managers and internal teams and displayed high level of business maturity and decision-making skills in resolving critical client queries in the least possible time• Offers professional service to assigned clients and Investment Managers• Maintaining high volumes of emails, reply same day turnaround time and resolve issues in timely manner• Advising clients immediately of any discrepancies with counter parties in order to minimize settlement delays• Take appropriate action to ensure timely market settlement of all cash and securities.• Ensure large overdraft and idle cash balances are appropriately reported daily, by closely monitoring all activities on assigned accounts• Backup team members during absences (illness or vacation) manage well in short staff as cross trained in all accounts.• Ensure that Client and Investment Manager instructions/correspondence is filed according to CASG policy and procedures• Maintain CDI database, Client and Investment Manager account procedures, authorized signature lists, and other critical documents for an assigned group of accounts.• Service large and complex account. Show less

  • Senior Specialist, Custody Services

    Feb 2022 - Mar 2022

  • Specialist, Custody Services

    Jun 2020 - Feb 2022
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  RBC Investor Services

  Apr 2022 - now

  Senior Analyst