Parth Limbachiya
Oxford,United Kingdom
Summary
Finance professional currently pursuing a Master's degree in Finance at Oxford Brookes University (UK), building upon a Bachelor of Commerce in Banking and Insurance from the University of Mumbai. With over 4.5 years of experience across banking, insurance, and stock broking sectors, I possess expertise in financial services, risk management, client advisory, and investment strategies. I am passionate about finance, strategic thinking, and ethical practices, and I seek to drive impactful financial solutions globally.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Quality Inspector
BMW
Oxford, United Kingdom
11.2024 - 04.2025
- Checked individual components and final vehicles for defects, wear, or irregularities.
- Verified adherence to design and engineering specifications.
- Coordinated closely with production, engineering, and logistics teams.
Senior Customer Service Executive
mStock
Mumbai, Maharashtra
11.2023 - 07.2024
- Assist customers with technical issues on the mStock app/web platforms.
- Provide accurate information regarding products, services, charges, regulations, and processes.
- Handle inbound and outbound customer queries via calls, emails, and chat related to account opening, trading, Demat services, and investment products.
Assistant Manager - Escalation Desk
Kotak Securities
Thane , India
01.2023 - 07.2023
- Handle customer complaints/escalations received via emails, social media, call center, regulatory bodies (SEBI, NSE, BSE, etc.).
- Ensure timely and quality resolution to customer grievances within the defined TAT (Turnaround Time).
- Provide detailed Root Cause Analysis (RCA) for escalated issues and suggest preventive actions.
Relationship manager
IIFL Securities Ltd
Thane, India
01.2022 - 12.2022
- Help clients with documentation, KYC compliance, demat account opening, and other operational processes.
- Provide advice on investment strategies aligned with client risk profiles.
- .Keep clients updated with market trends, research reports, and new investment opportunities.
Trainee
LIC (Life Insurance Corporation)
Mumbai, India
02.2021 - 11.2021
- Understanding various insurance plans.
- Practised client prospecting and networking.
- Following IRDAI and KYC compliance guidelines.
Credit Executive
Axis Bank Ltd
Mumbai, India
11.2019 - 12.2020
- Checking legal documents of property and initiating legal/technical reports.
- to ensure timely receipt of legal and valuation reports for credit underwriting and processing.
- Assisted credit managers and sales managers to get clear legal and valuation reports.
- Update statuses and maintain proper records for audits and compliance.
Education
Master of Science - Finance
Oxford Brookes University
09.2024 - 09.2025
Bachelor of Commerce - Banking and Insurance
University of Mumbai
06.2016 - 07.2020
Skills
- Credit Underwriting Support (Legal/Technical Document Analysis)
- Cost and Revenue Analysis
- Regulatory Compliance (SEBI, IRDAI, BSE, NSE norms)
- Budgeting and Forecasting
- Investment Portfolio Analysis
- Financial Analysis and Reporting
- Advanced Excel (Pivot Tables, Financial Functions, Data Analysis)
- CRM Systems (Customer Issue Tracking and Resolution)
- Xero Accounting and Payroll (Certified)
- Microsoft PowerPoint (Financial Presentations and Reporting)
Certification
- Xero Advisor
- Xero Payroll
Languages
English
Proficient (C2)
Hindi
Proficient (C2)
Marathi
Proficient (C2)
Gujarati
Proficient (C2)
References
References available upon request.
Timeline
Quality Inspector
BMW
11.2024 - 04.2025
Master of Science - Finance
Oxford Brookes University
09.2024 - 09.2025
Senior Customer Service Executive
mStock
11.2023 - 07.2024
Assistant Manager - Escalation Desk
Kotak Securities
01.2023 - 07.2023
Relationship manager
IIFL Securities Ltd
01.2022 - 12.2022
Trainee
LIC (Life Insurance Corporation)
02.2021 - 11.2021
Credit Executive
Axis Bank Ltd
11.2019 - 12.2020
Bachelor of Commerce - Banking and Insurance
University of Mumbai
06.2016 - 07.2020
Similar Profiles
Gerard PittsGerard Pitts
Line Worker at BMWLine Worker at BMW
Jake BaynieJake Baynie
Mechanical Engineering Technician at BMWMechanical Engineering Technician at BMW
Harrison GrieveHarrison Grieve
Assistant at BMWAssistant at BMW
ASWATHY RAJANASWATHY RAJAN
SOFTWARE TEST ENGINEER at Claysys TechnologiesSOFTWARE TEST ENGINEER at Claysys Technologies
Max JewellMax Jewell
Consultant - Global Head of Drug Discovery at Wenham Carter Consulting Ltd.Consultant - Global Head of Drug Discovery at Wenham Carter Consulting Ltd.