Parin Shah
Summary
Top-notch Relationship Banker with solid background in banking and finance for 17 years. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
17
17
years of professional experience
Work History
Senior Business Dev & Service Manager
Standard Chartered Bank, International banking
2018.12 - Current
- Client Services: Client Service Managers (CSM) to deliver consistent and high-quality service to Private Banking clients
- Handle and resolve day-to-day queries from clients, TL or CAs on transactional activity, operations, systems, account re-balancing processes etc
- Direct experience in Front Office client services, Private Bank operations, wealth management products and related processes
- Anti-Money-Laundering (AML) and Know-Your-Client (KYC) knowledge for Private Bank client
- General investment product knowledge, includes trading, corporate action etc
- Client services in area such as payment, credit application etc
- Problem-solving skills – analyse complex situations and design effective solutions
- Responsible for new business development and new client acquisition of high-net-worth clients covering Singapore, UAE, Brunei, Philippines, Malaysia & Vietnam
- Consistently exceeded account opening, funding and other KPI scorecard targets every year contributing to team targets
- Experience in Premier and Offshore market particularly in area of wealth management and business development
- Built strong relationships with my network of clients in SEAs HNI Offshore segment
- Cross functional synergy with inter department to generate new source of Retail business
- Focus Based Approach has given best in result to market the bank’s products and myself
- Display exemplary conduct and live by the Group’s Values and Code of Conduct
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank
- This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct
- Lead to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment
- Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters
- Onboarding for Wealth speeds up investor onboarding times while increasing an advisor’s ability to provide individualized experiences
- With KYC/AML checks and standard risk procedures.
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Maintained high level of integrity by keeping sensitive client data and corporate information confidential.
- Evaluated client business needs and matched customers to appropriate products and resources.
Product Manager
ICICI Bank Ltd, Retail Liability
2018.06 - 2018.10
- Responsible for New Customer business driven through Sales Channel
- Handling Pan India BSM channel of 815 Branch Sales Manager’s for NCA business
- Thrived in fast-paced, highly-adept team to develop and prioritize product features and build product roadmap.
- Reviewed new opportunities to drive business strategy at planning sessions.
- Develops and maintains key customer relations with internal business partners and vendor representatives, research on competitive pricing and practices to ensure that the product remains competitive and assures that the product has the highest quality of standard
- Routinely evaluates industry trends and keeps up with advancements in technology related to Online, Mobile, and Payment’s technology
- Attend and conduct meetings with technology, frontline, and service level staff on new advancements related to digital services.
- Directed planning and budgeting efforts.
- Spearheaded collaborative efforts to bring products to market.
Retail Sales Manager
ICICI Bank Ltd Singapore
2016.08 - 2018.06
- Managing a portfolio of Ship Owner & Ship Management companies for Singapore.
- In charge of 2 branches in Singapore for the Retail & Business Banking Clients
- Able to demonstrate the Revenue outspread with mix of existing & new acquired clients
- Enhancing the business development in NRI communities in Singapore by participating in their community specific activities, Property Shows
- Strong collaboration with SICCI & SME Singapore for uprooting the Business banking development for ICICI Bank Singapore entity
- Established collaborative partnerships with industry related professionals to source business opportunities.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Built relationships with customers and community to establish long-term business growth.
Regional Head Sales
ICICI Bank Ltd
2016.04 - 2016.08
- Handling a team of 6 BSM & 34 Sales officer's
- Managing 16 branches and 2 Clusters in Ahmedabad Region
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Identified issues, analyzed information and provided solutions to problems.
- Self-motivated, with a strong sense of personal responsibility.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Increased efficiency and team productivity by promoting operational best practices.
Senior Relationship Manager
ICICI Bank Ltd
2006.02 - 2016.04
- Was Managing Major Salary Corporates in Ahmedabad such as Ford India, TCS, Vodafone, Hitachi, Zydus Cadila, Maruti Suzuki, Honda
- Was owning 3 different channels for mobilizing the CASA business (New Customer Acquisition, New Customer Old Relationship, Existing Relationship)
- Growing CASA Business books deposit base to 30% YOY
- 10 years with Corporate Salary Group rated 1 for 6 consecutive years, 3 Promotions
- Started with Stock deposits of 30 Lacs INR in 2006, On 31st March 2016 ended up Stock deposits as 300 Cr INR
- As a part Revenue Generation team won 2 overseas trips for Life Insurance business in 2008 & 2012
- Fee Generation through different third-party products like Life Insurance, General Insurance, Mutual Fund, Corporate General Insurance
- Honored and Felicitated by CEO for best performance in Fixed Deposits Pan India in 2010
- Created financial dashboards to provide insights into key performance indicators.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Conducted financial due diligence on potential investments and acquisitions.
- Developed loyalty programs to reward and maintain customer retention.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Education
Bachelor of Business Administration - Management
Gujarat University
Skills
- Excellent Communication
- Interpersonal Communication
- Training and Development
- MS Office
- Analytical and Critical Thinking
- Business Planning
- Staff Management
- KPI Monitoring
- Database Administration
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Senior Business Dev & Service Manager
Standard Chartered Bank, International banking
2018.12 - Current
Product Manager
ICICI Bank Ltd, Retail Liability
2018.06 - 2018.10
Retail Sales Manager
ICICI Bank Ltd Singapore
2016.08 - 2018.06
Regional Head Sales
ICICI Bank Ltd
2016.04 - 2016.08
Senior Relationship Manager
ICICI Bank Ltd
2006.02 - 2016.04
Bachelor of Business Administration - Management
Gujarat University
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