PRANJALI CHATURVEDI
AACHEN
Summary
A creative business analyst with over 7 years of experience in the retail banking industry, skilled in working with agile and waterfall methodologies and familiar with diverse banking and investment products. Proven track record of translating client needs into actionable solution. Efficient in working and facilitating communication with cross-functional teams and have a keen eye for details.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Logistics Associate
Amazon
10.2023 - Current
- Collaborated with cross-functional teams to develop comprehensive strategies for addressing complex logistics challenges.
- Used handheld scanners to efficiently track and maneuver freight throughout distribution network.
- Drove forklifts, pallet jacks and other equipment to move materials.
Associate Relationship Manager and Teller and TSM
Standard Chartered Bank
09.2021 - 10.2022
- Maintained effective customer service by responding to service requests quickly to increase overall sales by 100%.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
Relationship Manager
Kotak Mahindra bank
03.2020 - 08.2021
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Used effective sales strategies to convince clients to accept proposals, resulting in increase business
Virtual Relationship Manager
HDFC BANK
08.2016 - 03.2020
- Managed over 1500 customers and connected over 50 calls per day which help in increasing sales and achieving targets .
- Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.
Business Analyst
Capital via global research limited
05.2015 - 08.2016
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Evaluated trends to understand competitive environments and assess current strategies.
Education
MBA - Finance
Shri Vaishnav Institute of Management
Indore 07.2015
Bachelor Of Commerce - Commerce
Mata Jijabai Govt Girls Pg College
Indore05.2013
High School - Commerce
St Jude’s Higher Secondary School
Khargone 05.2010
Skills
- Retirement planning and strategic selling
- Financial Advising
- Relationship building and management
- Loans
- Insurance decisions
- Sales Expertise
- Wealth Management
- High Net Worth Individuals Marketing
Accomplishments
- Awarded for quality topper for outstanding customer service, HDFC bank (Jan 2018 and May 2019)
- First qualifier for million dollar round table Malaysia, HDFC bank (Aug 2019)
- Qualified TRIUMPH contest, Kotak Mahindra bank health insurance (Dec 2020)
- Recognized Branch sales & service manager for outstanding performer in central western region, Standard Chartered bank (May 2022)
Certification
- Certified MDRT, HDFC BANK , 2019
- Trained for 2 months (Oct 2014- Dec 2014) in National commodities and derivative Exchange (NCDEX) involved in client handling , report generation , Auction
- Business Analysis certification (offered by Ziphertech)
- Data Analyst certification(offered by Google)
Timeline
Logistics Associate
Amazon
10.2023 - Current
Associate Relationship Manager and Teller and TSM
Standard Chartered Bank
09.2021 - 10.2022
Relationship Manager
Kotak Mahindra bank
03.2020 - 08.2021
Virtual Relationship Manager
HDFC BANK
08.2016 - 03.2020
Business Analyst
Capital via global research limited
05.2015 - 08.2016
MBA - Finance
Shri Vaishnav Institute of Management
Bachelor Of Commerce - Commerce
Mata Jijabai Govt Girls Pg College
High School - Commerce
St Jude’s Higher Secondary School
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