Namita Parab
@namitaparab
I'm a private banker managing HNI portfolios, client operations, compliance, and investment service requests.
IndiaWhat I'm looking for
At ICICI Securities Private Wealth, I manage and service HNI and UHNI client portfolios, handling transactions, documentation, service requests, and follow-ups from end to end.
I coordinate with operations, compliance, investment teams, and relationship managers to keep client requests moving smoothly. I monitor portfolios and transactions for accuracy, timely execution, process adherence, and KYC compliance while resolving operational issues and discrepancies.
With an MBA in Finance and Marketing and a commerce background in Accounting and Finance, I'm focused on financial analysis, strategic marketing, and business growth. I also prepare MIS and performance reports, track pending activities, and manage multiple client requests while maintaining SLA/TAT and service quality.
Experience
Work history, roles, and key accomplishments
Private Banker
ICICI Securities Private Wealth
Jun 2023 - May 2026 (2 years 11 months)
Managed and serviced HNI/UHNI client portfolios, ensuring timely execution and resolution of client requirements. Handled end-to-end client account and portfolio operations, including transaction processing, documentation, and service requests.
Education
Degrees, certifications, and relevant coursework
Global Business School & Research Centre, Pune University
Master of Business Administration, Finance and Marketing
Pursued an MBA in Finance and Marketing, building a strong foundation in accounting, financial analysis, and strategic marketing.
Shree Jaya Anand College, Thane, Mumbai University
Bachelor of Commerce, Accounting and Finance
Completed a Bachelor of Commerce with a specialization in Accounting and Finance.
RADAV College, Bhandup, Maharashtra State Board
Higher Secondary Certificate, General Studies
Completed Higher Secondary Examination from Maharashtra State Board.
Shrimati Sulochanadevi Singhania High School, Thane, ICSE Board
Indian Certificate of Secondary Education, General Studies
Completed Senior Secondary Examination from ICSE Board.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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