Pallavi Narkar

Would like to excel in a challenging and growth oriented work environment by utilizing my knowledge and work experience.

I am a firm believer in hard work, commitment, consistency and group dynamics to a personal as well as organizational goal. I believe that mistakes are stepping stones to success and a learning experience. Endurance, Survival and self-belief are my virtues. I love to take initiative and dedicate myself to the job assigned. I do Believe the word IMPOSSIBLE, because the word itself says I M POSSIBLE.

Onboarded 120 accounts between 40+ families in a period of 6 months

Initiated paperless procedures for day to day activities enhancing turn around time

Designed the account opening forms to minimize the signatures

handled the FCNR leverage product for Pan india , Singapore & Hongkong

Simplification of process to avoid client contact for repetitive documentation

• ING Vysya Bank, Manager (Team lead), 12/01/06, 06/01/13, Private Banking, Have been promoted from assistant manager to Manager in May 2012 and have been awarded for the contribution into system migration., Successfully handled the Mumbai team, Successfully completed the project for FEC within the TAT just in 1st month of joining the ING Vysya Bank Ltd., Contribution for the system development and data migration., Have been the best employee of the year for 4 years., Processing for the various investments including Mutual Funds, Equity, Bonds, Structured product etc., Handling the account opening & KYC process for the accounts, Preparation of MIS & Portfolio as per the clients requirement, Team Building & motiving the team and keep them updated on the updated procedures., Process Improvement, Handling audit & resolving queries within the TAT & process improvement to keep process & manuals updated as per the revised guidelines
• Centurion bank of Punjab Ltd, Team Leader, 08/01/04, 12/01/06, Wealth Management, Coordinating with the branches & AMC incase of any discrepancy. Participation in preparation of equity portfolio for clients., Preparation monthly MIS of Investments sales figures for MIDC branch and also MIS of Brokerage earned. Handling Mails & queries from the corporate office, branches, advisors & regional offices. Investigating & replying to any Mutual Funds related query from the branches, Preparation and checking applications as well as recommending the amt. after inspecting the various documents submitted for proposals. Assessing the needs of the clients & accordingly charting out viable finance portfolio after considering financial & technical aspects., Deals with the processing of the loans sanctioned by the CPA and credit dept to the customers for the purchase of the disbursement of Mortgages, and personal loans.
• Saraswat Bank, Trainee, 11/01/03, 04/01/04, Forex Department, Checking the Document presented for Transactions., Preparation of Bank Reconciliation Statements., Looking after the Realization process.

• MCOM- I, 2005, Mumbai University
• BCOM, 2003, Mumbai University
• HSC, 2000, Mumbai University
• SSC, 1998, Mumbai Board
• Diploma In Tax Management, 2003, Welingker Institute of Management, Direct Taxes in Detail. Sales Tax (CST, BST) Works Contracts Excise and Customs
• Post Graduate Diploma In Computer Programming, 2004, Mumbai University, Computer Fundamentals Computer Programming in Basic Computer Programming in COBOL Computer Programming in dbase III/ FoxPro System Analysis and Design. Computer Application in Management

• Total Experience: 16 years
• Title: Post Graduate with 15+ years’ experience In Wealth Management
• Date of Birth: 09/17/82
• Marital Status: Married