Hi, I'm

Prajna Amin

Financial Services Representative

Skilled in retail banking, loan disbursement, and credit operations with strong expertise in client advisory and compliance.
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3+

Years Of Experience

10+

Projects Completed

1+

Certifications

My Core Strengths

Driving Banking Operations, Credit Management & Client Advisory

Retail Banking & Transactions

Expertise in branch operations, client onboarding, deposits, withdrawals, and account servicing.

Credit & Loan Operations

Skilled in credit exposure monitoring, loan disbursement, rollover processes, and compliance reporting.

Financial Advisory & Sales

Proficient in investment planning, mutual funds, and client portfolio management with a relationship-driven approach.

Why Choose Me

My Experience Area

Retail Banking & Customer Service
90%
Client Advisory & Investments
85%
Product Sales & Upselling
87%
Financial Planning & Risk Analysis
84%
Loan Disbursement & Credit Ops
88%
Transaction Accuracy & Compliance
92%
Account Management & Reporting
89%
Team Collaboration & Branch Support
86%

Projects

My Amazing Works

Client Portfolio Reactivation Program

2020

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Loan Disbursement & Credit Compliance

2021 – 2023

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Experience

Motilal Oswal Financial Services Ltd.

Advisor

Jan 2020 – Jun 2020

  • Reactivated 50+ dormant portfolios and executed re-engagement strategies.

  • Advised clients on equities and mutual funds using market research.

  • Increased retention and satisfaction, earning departmental recognition.

The Bharat Co-operative Bank

Intern

Dec 2020 – Feb 2021

  • Processed 100+ daily deposits, withdrawals, and fund transfers.

  • Assisted 50+ clients daily with account inquiries and transactions.

  • Supported branch operations and maintained administrative compliance.

Yes Bank

Associate

Jun 2021 – Apr 2023

  • Administered credit limit structures across 200+ corporate accounts.

  • Managed loan disbursement for working capital, term loans, and FC loans.

  • Monitored credit exposure, portfolio health, and compliance reviews.

BarBurrito

Service & Operations Associate

Jul 2023 – Present

  • Delivered service to 100+ customers daily with accuracy in POS transactions.

  • Resolved client issues on first contact and optimized upselling strategies.

  • Conducted daily reconciliations and ensured compliance in payments.

DEGREE

EDUCATION

Post Graduate Certificate in Professional Accounting

May 2024 – Apr 2025

Sheridan College, Mississauga, Ontario

Post Graduate Certificate in Financial Planning

May 2023 – Dec 2023

Seneca College, Markham, Ontario

Clients Are Satisfied For Our Work, View Feedback

Trusted Banking Professional

Prajna’s ability to handle loan operations with accuracy and speed helped us maintain 100% compliance in critical cases.

Branch Manager

Yes Bank

Strong Client Service & Advisory

Her financial planning advice and proactive client service approach significantly improved customer retention.

Team Lead

Motilal Oswal Financial Services

Phone

+1 (437)-366-9346

Mail Id

prajnaamin1711@gmail.com

Address

Canada