Senior Manager
Current
May 2023 - Present
AeroLeads people directory · profile
Parth Gada Email & Phone Number
Senior Manager at Kotak Mahindra Bank - Private Banking
at
Kotak Private
1 work email found
@kotak.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager at Kotak Mahindra Bank - Private Banking
Location
Mumbai, Maharashtra, India
Who is Parth Gada? Overview
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Quick answer
Parth Gada is listed as Senior Manager at Kotak Mahindra Bank - Private Banking at Kotak Private, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at kotak.com and a matched LinkedIn profile for Parth Gada.
Parth Gada previously worked as Senior Manager at Kotak Private and Manager at Kotak Private. Parth Gada holds Master Of Business Administration - Mba from Ies Management College And Research Centre.
Company email context
Email format at Kotak Private
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{first}.{last}@kotak.com
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AeroLeads found 1 current-domain work email signal for Parth Gada. Compare company email patterns before reaching out.
Profile bio
About Parth Gada
Quality-focused and dependable Service Relationship Manager with 5+ years of experience in delivering exceptional client services. Efficient in multitasking, handling high-pressure situations, delivering tailored solutions beyond the clients' expectation building loyal client relationships and heightening client engagement. Looking to leverage experience and knowledge in client services or investment advisory services
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 7 others.
Current workplace
Parth Gada's current company
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5 roles
Parth Gada work experience
A career timeline built from the work history available for this profile.
Manager
Kotak Wealth Management• Managing and maintaining existing accounts through excellent client service – for HNI & UHNI Segment• Executing Investment and Banking Transactions• Executing deals for PMS, AIF and Structured Products • Researching and initiating corrections in transactions and/or account errors• Review client portfolios with RM for improvement in services• Liaising with operations/products teams, group service providers and dealers on client requirements• Initiating client contact via phone/meetings for periodic portfolio reviews, Banking and Investment requirements to support RM for relationship strengthening and maintaining Service Quality• Ensuring regular maintenance of Regulatory and Compliance requirements by updating Risk Profiles, REKYC, AML and family mapping of all clients• Fulfilling Internal Audit and Internal control requirements• Cross selling of Savings Accounts and addition of Hooks (i.e. Bill Pay, Auto Pays, ASBA, Digital Activation etc.)• Handling of NRI clients for all his banking requirements• Pro-activeness in enhancing existing processes & controls
Apr 2021 - May 2023
Deputy Manager
Kotak Wealth Management• Managing and maintaining existing accounts through excellent client service – for HNI & UHNI Segment• Executing Investment and Banking Transactions• Executing deals for PMS, AIF and Structured Products • Researching and initiating corrections in transactions and/or account errors• Review client portfolios with RM for improvement in services• Liaising with operations/products teams, group service providers and dealers on client requirements• Initiating client contact via phone/meetings for periodic portfolio reviews, Banking and Investment requirements to support RM for relationship strengthening and maintaining Service Quality• Ensuring regular maintenance of Regulatory and Compliance requirements by updating Risk Profiles, REKYC, AML and family mapping of all clients• Fulfilling Internal Audit and Internal control requirements• Cross selling of Savings Accounts and addition of Hooks (i.e. Bill Pay, Auto Pays, ASBA, Digital Activation etc.)• Handling of NRI clients for all his banking requirements• Pro-activeness in enhancing existing processes & controls
May 2018 - Apr 2021
Summer Intern
Project Title: Fundamental Analysis of Indian Banks using CAMEL methodologyObjective: • To compare performance of Public sector and Private sector banks• To Rank each bank on the basis of the findings of the CAMEL Methodology evaluations• To analyse Indian Banking sector in terms of operational efficiency and strengths
May 2017 - Jun 2017
Account Assistant
Ample Solutions
• Record financial data in Microsoft Excel and Tally• Finalize Financial Statements and file Income Tax Return• Advise clients on Financial Products and suggest Investment options
May 2014 - Sep 2014
5 education records
Parth Gada education
Master Of Business Administration - Mba
Ies Management College And Research Centre
Master Of Business Administration (M.B.A.)
Ies Management College And Research Centre
B.Com(Fm), Finance And Financial Management Services, A
S.I.E.S. College Of Commerce And Ecoomics
High School, Business/Commerce, General, A
K.P.B. Hinduja College
S.S.C., High School/Secondary Certificate Programs, 80.61%
I.E.S. Dadar
FAQ
Frequently asked questions about Parth Gada
Quick answers generated from the profile data available on this page.
What company does Parth Gada work for?
Parth Gada works for Kotak Private.
What is Parth Gada's role at Kotak Private?
Parth Gada is listed as Senior Manager at Kotak Mahindra Bank - Private Banking at Kotak Private.
What is Parth Gada's email address?
AeroLeads has found 1 work email signal at @kotak.com for Parth Gada at Kotak Private.
Where is Parth Gada based?
Parth Gada is based in Mumbai, Maharashtra, India while working with Kotak Private.
What companies has Parth Gada worked for?
Parth Gada has worked for Kotak Private, Kotak Mahindra Bank, Bombay Stock Exchange Limited, and Ample Solutions.
How can I contact Parth Gada?
You can use AeroLeads to view verified contact signals for Parth Gada at Kotak Private, including work email, phone, and LinkedIn data when available.
What schools did Parth Gada attend?
Parth Gada holds Master Of Business Administration - Mba from Ies Management College And Research Centre.
What skills is Parth Gada known for?
Parth Gada is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, and Photoshop.
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