Prajakta Chavan
banking and finance
Summary
Accomplished Agent Representative at Computer Age Management Services and former Assistant Manager at Kotak Mahindra Bank, adept in client relationship building and effective time management. Demonstrated success in mentoring teams and enhancing investor engagement through strong communication skills. Proven track record in streamlining processes and exceeding targets.
Overview
3
3
years of professional experience
Work History
Agent Representative
Computer Age Management Services
08.2023 - Current
currentely i am working with computer age management servies ( cams ) where my job proflie is related with kotak mutual fund (kotak mutual fund AMC).
i have to provide knowlege and also help to the investor who is interested to invest in mutual funds.
also playing role of vrm where investor wants a virtual person who help and guide them regarding to there query.
apart from this manage to customize to data sort the data the data withch provided by mis share this data to the team .
Assistant Manager
Kotak Mahindra Bank
12.2021 - 06.2022
I Have work with Kotak Mahindra Bank as Assistant Manager My Responsibility To Handling Costumer with Their Queries Cross selling insurance policy and meeting target analysis and compile data from insurance team to consolidate reporting process and create master .
Manage login And Customer Data in Citrix VDI .
Handling Costumer and solve Their Queries On Banking Insurance application.
Process insurance mail Daily .Date stamp and sort mail into categories for flood and regular insurance.
Education
MBA - Finance
Welingkar Insstitiution
Mahim Matunga 04.2001 -
Beachgoers in Banking And Insurances
Icles College
Vashi 04.2001 -
Hsc Commerce
A.P.College
Mira Road, India 04.2001 -
Ssc
I.E.S School
Dadar04.2015
Skills
- Strong negotiation skills
- Client Relationship Building
- Effective Time Management
- Training and mentoring
- communiation skills
Timeline
Agent Representative
Computer Age Management Services
08.2023 - Current
Assistant Manager
Kotak Mahindra Bank
12.2021 - 06.2022
MBA - Finance
Welingkar Insstitiution
04.2001 -
Beachgoers in Banking And Insurances
Icles College
04.2001 -
Hsc Commerce
A.P.College
04.2001 -
Ssc
I.E.S School
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