PRAJAKTA CHAVAN
Auckland,New Zealand
Summary
Seeking a challenging & growth-oriented position in the industry with a progressive organization, which will allow me to apply & enhance my knowledge & skills. Detailed and highly numerate professional interested in applying analytical and client management skills.
Overview
10
10
years of professional experience
Work History
WEALTH SERVICE RELATIONSHIP MANAGER- SENIOR MANAGER
Motilal Oswal Private Wealth Limited
Mumbai, India
02.2022 - 09.2024
- Managing the portfolio of Private Wealth clients
- Coordinated with teams for onboarding clients and their new investments, ensuring seamless integration of services and enhancing customer confidence through effective communication and problem-solving.
- Executed transactions for mutual funds, PMS, AIF, bonds, and NCDs, ensuring compliance with financial regulations.
- Resolved customer requests, queries, and complaints promptly, improving client satisfaction and trust.
- Addressed wealth clients' queries and maintained communication through calls and emails.
BURGUNDY SERVICE RELATIONSHIP MANAGER (AFFLUENT BUSINESS)- DEPUTY MANAGER
Axis Bank
Mumbai, India
09.2016 - 02.2022
- Looking after servicing and resolution of queries of Affluent clients, contacting them through calls and email, processing of daily transactions
- Promptly resolving all customer requests, queries, and complaints.
- Coordinated with bank departments to address customer queries and provide effective solutions, enhancing customer confidence and establishing the Bank as their primary financial partner.
- Referred unresolved customer grievances to appropriate departments for investigation and followed up to ensure timely resolution.
- Ensured compliance by reviewing REKYC data for mapped clients
- Liaising with AMC to resolve mutual fund queries and processing of Mutual fund transactions
- Processed Forex transactions, TCDC, travel currency cards, inward and outward remittances, FCNR, and PRO deposits, ensuring accuracy and compliance.
- Explained to customers the existing Bank products and any new offerings.
STUDENT TRAINEE
Mumbai District Central Cooperative Bank
Fort, India
10.2014 - 04.2015
- Conducted account reconciliations, managed transfer entries, and prepared MIS reports to support accurate financial tracking.
Education
Master of Global Business -
Victoria University of Wellington (Te Herenga Waka)
Wellington, New Zealand11.2025
Master of Commerce - Business Management
Mumbai University
Mumbai, India09.2017
Post Graduate Diploma - Banking and Services
Manipal University
Bangalore, India09.2016
Bachelor of Management Studies -
Mumbai University
Mumbai, India04.2014
Skills
- Strategic planning
- Performance documentation
- Critical thinking
- Relationship building
- Analytical skills
Accomplishments
- MS-CIT, 07/2009, A Grade
- Tally ERP 9, 06/2011, A Grade
- SPANISH (DIPLOMA PRE AVANZADO- LEVEL 4), 12/2016
- SPANISH (BASICO-LEVEL 1), 02/2015
- SPANISH (INTERMEDIO-LEVEL 2), 06/2015
- SPANISH (DIPLOMA INICIAL-LEVEL 3), 09/2015
- SPANISH DIPLOMA AVANZADO- LEVEL 5, 04/2017
- Awarded Promising Talent for FY 2022-23
Hobbies and Interests
- Travelling
- Drawing and Painting
- Reading
Extracurricular Activities
Elementary Grade Drawing Examination, 2005, A Grade Intermediate Drawing Grade Examination, 2007, A Grade District level Gymnastics Competition, Mumbai, India, 2005, A Grade
Languages
English
Full Professional
Hindi
Native/ Bilingual
Marathi
Native/ Bilingual
Spanish
Professional
Timeline
WEALTH SERVICE RELATIONSHIP MANAGER- SENIOR MANAGER
Motilal Oswal Private Wealth Limited
02.2022 - 09.2024
BURGUNDY SERVICE RELATIONSHIP MANAGER (AFFLUENT BUSINESS)- DEPUTY MANAGER
Axis Bank
09.2016 - 02.2022
STUDENT TRAINEE
Mumbai District Central Cooperative Bank
10.2014 - 04.2015
Master of Global Business -
Victoria University of Wellington (Te Herenga Waka)
Master of Commerce - Business Management
Mumbai University
Post Graduate Diploma - Banking and Services
Manipal University
Bachelor of Management Studies -
Mumbai University