PARTH THAKKAR
Brampton,ON
Summary
To help Banking Industry to grow Business, generate revenue, run profitable customer centric business operation with the help of my Experience and Expertise with utmost level of modesty, trustworthiness and meticulous planning.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Inventory Coordinator
Dass Steel
Brampton, ON
04.2024 - Current
- Maintained accurate inventory records and ensured accuracy of data entry.
- Developed, implemented, and monitored inventory control procedures to ensure optimal stock levels.
- Organized shipments for delivery to customers in a timely manner.
- Coordinated cycle counts to verify accuracy of inventory records.
Deputy Manager
Yes Bank
05.2023 - 11.2023
- Account Opening & Maintenance: Processes account opening, account maintenance & account closure-related formalities as per YBL process and handles customers' enquiries and instructions, whilst ensuring that the Bank's delivery standards are met in achieving total customer satisfaction
- E.g
- Timely checking of account opening documentation, opening of Accounts etc
- Ensures adherence to process & documentation standards (e.g., forms/checklists, welcome calling, approvals, etc.)
- Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc
- Where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals
- Transactions: Ensures proper scrutiny of all transactional documents submitted by the customer vis-à-vis branch checklist to ensure that all necessary documents are submitted by the customer
- Addresses and resolves all transaction-related inquiries strong monitoring of all transactions
- Service & Quality: Ensures that adequate records & data about customer queries and complaints are maintained & analyzed for achieving greater process efficiency daily/weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence
- Coordinates with relationship managers and meets/interacts with key clients periodically to stock take on service levels and customer satisfaction
- Ensuring collection of CSS forms periodically and sent to NOC
- Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards
- Audit & Compliance: Follows all processes, and policies as per guidelines & audit rating of the branch ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various products and services from a branch perspective to any audit findings and resolves them immediately as applicable
- Others: Maintains highest levels of discipline (punctuality, attendance, grooming standards in the office ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL
- Manages Local Vendors /agency relationships to ensure smooth execution of transactions Completes Branch upkeep & maintenance and control over the cost and also earned good incentive and toped on book building on October 2023
Assistant Manager
Axis Bank
05.2022 - 06.2023
- Process all client's cash transactions including deposits, loan payments, easy pay and transfers
- Responding to client concerns and giving information about the product
- Assist coaster from account opening to closing trying to convince them not to close their account and solving their queries and concerns
- I can assist them very well to the customer and give the best service to them so that they can invest very well by satisfying with our service
- I had done a good deepening and increasing the book size of the costumer
Assistant Acquisition Manager
Kotak Mahindra Bank
03.2021 - 04.2022
- Acquisition of New Clients (NTB) through external individual efforts for Current Account and Savings Account Products of the bank
- Customers are to be sourced from individuals, small businesses, trusts, associations, societies, and corporates
- Revenue Generation, Customer Acquisition, Customer Retention, and Cost Efficiency Through adherence to products, processes and regulatory requirements acquired customers for the initial 3-month period to deepen relationship values before passing it to the Branch Banking maintaining average quarterly Balance
- Conducts regular promotional and customer events to generate leads
Teller
IndusInd Bank
12.2019 - 07.2020
- Worked on the front desk in an operations department, Managing Cash, cheque clearing, and Customer relationship
- Managing additional responsibilities and supporting the banking sales Department
- Cash Reconciliation, ATM Operations, IPO ASBA applications, and statutory facilities
- New Account Opening and Customer Services
- Close interaction with the customer for building up a strong relationship with a target to increase sales and management of customer portfolio
- Responsible for managing the day-to-day banking activity, Party Ledger reconciliation, outstanding follow-up, and customer communication and satisfaction
Marketing & Supply Chain Executive
Shyam Plastic Machinery
06.2018 - 04.2019
- Responsible for Supply Chain Execution for Logistics and warehousing, Dispatches, Invoices, Vehicle / Consignment tracking, Vehicle movement till delivery of shipments, Inventory / Stock reconciliation, Stock Audits, Payment follow-up, After Sales services, and Accounts reconciliation of customers and suppliers
- Also day to day-to-day support for the marketing functions, Quotation and Order Followup
- Coordinated with staff regarding relocation and transportation arrangements
- Prepared documentation and coordinated transport of resources and materials
- Marked and labelled freight; documented, verified, and inventoried cargo; and prepared and submitted report documentation
- Maintained accurate records and managed office correspondence
Education
Bachelor of Business Administration -
04.2018
12th commerce -
04.2015
Skills
- Investment Analysis
- Cash Management
- Direct Sales
- Sales Goals
- Tax planning
- Risk Management
- Account Maintenance
- Account documentation
- Teller transactions
- Financial Planning
Certification
- IELTS, 6 Bands, 2019
- Advance Excel, 2018
Awards
- Best Sales Award, IndusInd Bank, Achieved for doing LI of rupees 1.5 lac in a short time.
- Best Sales Award, Kotak Mahindra Bank, Achieved in June 2021.
- Privy League Competition Winner, Opened 3 Privilege Accounts with the IP of 16 Lacs on the same day.
References
Sagar Thakkar, General Manager at Dass Steel +14372435910
Timeline
Inventory Coordinator
Dass Steel
04.2024 - Current
Deputy Manager
Yes Bank
05.2023 - 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 Machinery
06.2018 - 04.2019
Bachelor of Business Administration -
12th commerce -
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