Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Timeline
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Parth Thakkar

British Columbia,BC

Summary

Dynamic banking professional with a strong background in sales and customer relations. Proven success in managing high-profile client accounts, optimizing processes, and fostering strong business relationships. Adept at achieving corporate goals and driving revenue growth.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Deputy Manager

Yes Bank
07.2023 - 11.2023
  • Oversaw account opening, maintenance, and closure processes, ensuring compliance with YBL standards
  • Maintained proactive liaison with internal departments and resolved outstanding deferrals
  • Ensured stringent adherence to documentation standards and monitored transactional inquiries
  • Analyzed customer queries and complaints data for process efficiency, implementing quality standards
  • Managed relationships with key clients and implemented 5S, ISO 9001:2000, Six Sigma standards
  • Maintained discipline, escalated issues impacting business, and managed local vendor relationships
  • Conducted thorough market research to identify opportunities for expansion or improvement within the industry landscape.

Assistant Manager

Axis Bank
05.2022 - 06.2023
  • Processed client cash transactions, provided product information, and assisted in account management
  • Successfully convinced clients to retain accounts, resolving queries and concerns
  • Contributed to deepening customer relationships and expanding the book size
  • Reviewed sales and gross profit report to assess company efficiency.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.

Assistant Acquisition Manager

Kotak Mahindra Bank
03.2021 - 04.2022
  • Acquired new clients for current and savings accounts through external efforts
  • Drove revenue generation, customer acquisition, and retention through adherence to regulatory requirements
  • Conducted promotional events to generate leads and deepen relationship values
  • Strengthened interdepartmental collaboration efforts by building strong relationships across teams involved in the acquisition process.
  • Participated in industry events and conferences to stay current on market trends and emerging opportunities in banking investment.

Teller

INDUSIND BANK
12.2019 - 07.2020
  • Managed front desk operations, including cash and cheque handling, customer relationships, and banking sales support
  • Handled cash reconciliation, ATM operations, IPO ASBA applications, and customer services
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Maintained friendly and professional customer interactions.

Marketing & Supply Chain Executive

SHYAM PLASTIC MACHINARY
06.2018 - 04.2019
  • Executed supply chain operations, including logistics, warehousing, dispatches, and inventory reconciliation
  • Supported marketing functions, including quotation and order follow-up
  • Negotiated contracts with suppliers and customers.
  • Led cross-functional teams in developing lean logistics processes that reduced transportation costs and improved delivery timelines.

Education

Bachelor of Business Administration -

04.2018

12th Commerce -

04.2015

Skills

  • Ability to work under pressure
  • Financial planning
  • Risk assessment
  • Customer service
  • Problem-solving
  • Investment management
  • Technical skills
  • Negotiation
  • Interpersonal skills

Websites

Certification

  • IRDA (Insurance Regulatory and Development Authority of India) - 2023
  • IELTS with 6 bands - 2019
  • Advanced Excel - 2018

Accomplishments

  • Achieved best sales award at IndusInd Bank for a life insurance sale of INR 150,000.
  • Recognized with the best sales award at Kotak Mahindra Bank in June 2021.
  • Opened 3 Privilege Accounts with initial funding of 1.6 million on the same day.
  • Received a bonus from Axis Bank for outstanding performance in the financial year 2022-2023.

Timeline

Deputy Manager

Yes Bank
07.2023 - 11.2023

Assistant Manager

Axis Bank
05.2022 - 06.2023

Assistant Acquisition Manager

Kotak Mahindra Bank
03.2021 - 04.2022

Teller

INDUSIND BANK
12.2019 - 07.2020

Marketing & Supply Chain Executive

SHYAM PLASTIC MACHINARY
06.2018 - 04.2019

Bachelor of Business Administration -

12th Commerce -

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Parth Thakkar