Parna Doshi

Experience

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  Marwadi Shares and Finance Ltd.

  May 2017 - Jul 2017

  Intern

  As an intern, helped as a support analyst to research market trends and opportunities for clients. Learnt about preparing client presentations and building financial models/reports and utilizing technical analysis to make informed investment decisions. On top of it, assisted sales/trading teams with daily work on the trading floor.Gaining knowledge about evaluating risk and return on investment opportunities, prepared a project report on the application of the Sharpe ratio for comparison of Mutual funds and equity. Show less

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  HDFC Bank

  Nov 2018 - Sept 2023

  HNW Portfolio Management: Proactively acquire new high-net-worth clients while expanding and strengthening the portfolio. Strategically target potential clients and foster strong connections to increase revenue.Acquiring customers: Effectively acquire customers by leveraging market activities, references, and digital networks.Knowledge and Service Delivery: Provide complete and comprehensive information on products, services, and charges to ensure the best services are provided.Liabilities: Acquire new clients, build relationships, grow a liability book, and generate revenue through cross-selling.Assets: Collaborate with specialists to ensure the disbursement of customized loans.Probe42: Utilize Probe 42 to identify potential new clients and tailor services to meet their needs better.Marketing: Focus on consistent messaging across all channels for improved customer engagement and success.Forex: Acquire new forex trade clients, provide them with trade forex solutions, and assure ease of transaction.Joint calls: Conduct regular joint calls to build stronger relationships and instill customer confidence.Customer Relationship Management: Enhance client relationships by addressing queries and complaints promptly and generating customer referrals for various banking products. Show less Handled Multiple Profile: As a skilled professional in the banking industry, I handled two significant profiles: Welcome Desk and Personal Banker. Gaining comprehensive knowledge of the products and processes, including regulatory compliance, security protocols, and customer service standards, provided exceptional service delivery to clients, ensuring their satisfaction.Sourcing Relationships: Using my excellent communication and networking skills, sourced healthy group relationships that helped create a high-quality portfolio. resulting in the development of a loyal and satisfied customer base.CRM: Utilize CRM data to better analyze customer behaviour and preferences. Using this knowledge, cross-sell the products, resulting in increased sales and customer satisfaction.Contactability:Regularly updating the CRM to maintain accurate and up-to-date customer information has enabled me to deliver personalized and efficient services and build a strong rapport with them.Customer Requests: I promptly accepted and processed customer requests within the stipulated time, thus ensuring smooth banking for customers.Customer Queries & Complaints: Meticulously handle customer service issues, and address their concerns and queries promptly and effectively. Also, resolve customer complaints within TAT, ensuring increased trust in the organization.Cash & Non-cash transactions: Execute non-cash financial transactions with ease, ensuring the accuracy and security of the transactions. Also competently manage the cash counter in the absence of the cashier. Show less

  • Personal Banker Authorizer & Teller Authorizer (Deputy Manager)

    Apr 2023 - Sept 2023

  • Personal Banker - Relationship Manager (Deputy Manager)

    Oct 2020 - Mar 2023

  • Personal Banker (Deputy Manager)

    Dec 2019 - Sept 2020

  • Personal Banker (Executive Trainee)

    Nov 2018 - Nov 2019
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  Axis Bank

  Feb 2024 - now

  Branch Relationship Officer