Parth Limbachiya
Oxford,UK
Summary
Analytical and customer-focused financial services professional with over 4 years of experience across banking, securities, and customer operations. Strong background in complaint analysis, root cause investigation, stakeholder communication, and delivering accurate, timely solutions in fast-paced environments. Experienced in working with internal teams, handling complex cases, and improving processes to support better customer outcomes.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work history
Quality inspector
G&P Quality Management Group
Oxford, United Kingdom
2024.11 - Current
- Checked records, outputs, or processes for accuracy and compliance.
- Identified errors, patterns, and recurring issues to support corrective action.
- Worked with internal teams to resolve quality issues and improve standards.
- Produced summaries or reports for management where relevant.
Senior Customer Service Executive
Tele Access Private Limited
Mumbai
2023.11 - 2024.07
- Handled high-volume inbound calls, emails, and chat queries related to trading accounts and platform issues.
- Resolved customer concerns efficiently while maintaining compliance with financial regulations.
- Delivered clear and accurate information, improving customer satisfaction and trust.
- Identified recurring issues through case handling and supported better resolution outcomes.
Assistant Manager – Escalation Desk
Kotak Securities
Thane
2023.01 - 2023.07
- Managed complex customer complaints and escalations from regulatory bodies and internal teams.
- Investigated issues and delivered timely resolutions, ensuring positive customer outcomes.
- Handled sensitive and vulnerable customer situations with professionalism and empathy.
- Used root cause analysis to identify process gaps and improve complaint resolution.
Relationship Manager
IIFL Securities Ltd
Thane
2022.01 - 2022.12
- Provided personalised support to clients, addressing financial queries and service requests.
- Built and maintained strong client relationships through regular communication.
- Supported account management, onboarding, and documentation processes.
- Worked with internal teams to ensure accurate and timely service delivery.
Trainee
Life Insurance Corporation (LIC)
Mumbai
2021.02 - 2021.11
- Supported customer onboarding and handled policy-related queries.
- Ensured accuracy in documentation and maintained customer records.
Credit Executive
Axis Bank Ltd
Mumbai
2019.11 - 2020.12
- Reviewed customer documents for loan processing with strong attention to detail.
- Coordinated with internal teams to ensure efficient and timely service delivery.
Education
MSc Finance - Merit – 2:1 Equivalent
Oxford Brookes University
UK 2024.01 - 2025.01
Bachelor of Commerce - Banking & Insurance
University of Mumbai
Mumbai, India 2016.01 - 2020.01
Skills
- Data analysis and reporting
- Root cause analysis
- Stakeholder management
- Customer insight
- Process improvement
- Complaint handling and escalation
- Excel, PowerPoint, CRM systems
Certification
- JPMorgan Chase – Investment Banking Simulation
- Bloomberg Market Concepts (BMC)
- Bloomberg Finance Fundamentals
- Bloomberg Spreadsheet Analysis
- Bloomberg ESG Certification
- Xero Advisor Certification
- Xero Payroll Certification
Timeline
Quality inspector
G&P Quality Management Group
2024.11 - Current
MSc Finance - Merit – 2:1 Equivalent
Oxford Brookes University
2024.01 - 2025.01
Senior Customer Service Executive
Tele Access Private Limited
2023.11 - 2024.07
Assistant Manager – Escalation Desk
Kotak Securities
2023.01 - 2023.07
Relationship Manager
IIFL Securities Ltd
2022.01 - 2022.12
Trainee
Life Insurance Corporation (LIC)
2021.02 - 2021.11
Credit Executive
Axis Bank Ltd
2019.11 - 2020.12
Bachelor of Commerce - Banking & Insurance
University of Mumbai
2016.01 - 2020.01