
Parth Solanki
Artical Assistant

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About me
Circle Based Officer Scale 1 at SBI ll ex Relationship Manager - Working Capital - Secured Businesses at ICICI Bank ll ex Kotak Mahindra Bank ll ex HDFC Bank ll MSME Funding
Education

Saurashtra University
2011 - 2014Bachelor of Commerce (B.Com.) Business/Commerce, General First ClassActivities and Societies: Team leader of so many activities

Institute for chartered accountants of india
2012 - 2016Bachelor of Commerce (B.Com.) Audit, Accounting,Taxation,Company lawActivities and Societies: Artical Assistant at R.K.Doshi & Co.
Experience

R.K.Doshi & Co.
Feb 2014 - Oct 2016Artical Assistant
Kotak Mahindra Bank
Sept 2016 - Jul 2021Joined as Portfolio Relationship Manager in Working Capital Department. In this role my tasks were to process files received from RM. It includes Technical Initiation, Title Search of Property, Discuss with credit, Collect documents from customers and submit it to credit, Disbursement of files.Also I was managing 2 branches and working with RO RM to generate lead and converting it to business. In this role I was doing data entry in excel from financials submitted by the sales team. My role was to generate CIBIL and check other parameters which were guided by my supervisor .
Portfolio Manager
Oct 2018 - Jul 2021Sales Executive
Oct 2017 - Oct 2018CPA
Sept 2016 - Oct 2017

HDFC Bank
Jul 2021 - Dec 2021Relationship Manager
Kotak Mahindra Bank
Dec 2021 - Jan 2023Business Relationship ManagerIn current role I am taking care of Branch Channel for Secured WC and Unsecured BL funding upto 1.50 Cr

ICICI Bank
Jan 2023 - Sept 2024Relationship ManagerTaking care of MSME's funding upto 20 CR ticket size. Product covers CC, OD, EPC, PCFC, BG, LC, Capex Funding for capital expansion, FCTL , Gold Metal Loan etc.

State Bank of India
Sept 2024 - nowCircle Based Officer
Licenses & Certifications

Orientation Program
Institute of Chartered Accountants of India
GMCS
Institute of Chartered Accountants of India
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