Pranita Bhatt

Experience

• 

  Kotak Mahindra Bank New Delhi

  Aug 2014 - Sept 2014

  Understanding the banking process of the branch. • Analysing customer data of the branch to identify potential customers/ merchant outlets, which are using credit card Point of Sale (POS) machine. • Making calls to the potential customers and noting the details, in order for the bank to decide the eligibility for the FCCR option and make further offer. • Assisting relationship managers of the branch in completing customer’s documentation with regard to FCCR option. Completed project on FCCR (Facility Against Credit card Receivables)

  • Finance Intern

    Aug 2014 - Sept 2014

  • Finance Intern

    Aug 2014 - Sept 2014
• 

  Baroda Pioneer Mutual Fund

  Sept 2015 - Jun 2016

  Portfolio Management

  • Converted walk- in clients with the business of 16.5 Lacs (approx.)• Closure of successful PAN INDIA SIP CAMPAIGN (7th Dec’15 – 20 March’16) with the mobilisation of 1500 SIPs amounting to INR 35 Lac (Approx.). Managing MIS.• Successful closure of DEBT KING CONTEST CAMPAIGN (internal 10 April'16 - 25 April'16) with the business of 42.55 Lacs (approx.).• Managing 80 branches of BOB & 2 sales associates for ensuring business inflow. • Managing & co-ordinating with Marketing Manager of BOB for proper outflow of MIS to all the branches.• Managing dissatisfied clients by providing them services and managing their investments.• Presentation of different schemes and related documents to all the high officials of branches and Regional Office at BOB. Show less

• 

  OYO

  Jul 2016 - Dec 2016

  Business Development Executive
• 

  NTT DATA North America

  Jan 2017 - Jan 2018

  Recon Analyst

  Reconciliation Analyst; Products:EquityCorporate ActionsOTC derivatives; Spot & forward FX’sBuy/Sell tradesReconciliation of POS&CashBooking of OTC derivatives, cash flows, trades, corporate actionsMonthly Manual Reconciliation Tools:JIRA, Bloomberg, Geneva, Frontier, onbase

• 

  FinoFY Technologies Private Limited

  Nov 2022 - May 2023

  Research Analyst
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  Erasmith

  Jun 2023 - now

  • Regional Business Manager

    Jan 2024 - now

  • Manager - Hyphen

    Jun 2023 - Jan 2024