Simran Parswani

Digital Marketing Specialist

Birmingham, England, United Kingdom5 yrs 2 mos experience

Key Highlights

Passionate about purpose-led and inclusive banking.
Expert in strategic marketing and brand development.
Strong background in wealth management and financial planning.

Stackforce AI infers this person is a Fintech marketing professional with expertise in wealth management and strategic marketing.

Contact

simran97parswani@gmail.com LinkedIn

Skills

Core Skills

MarketingMarket ResearchWealth ManagementFinancial PlanningBanking

Other Skills

Mortgage LendingResidential MortgagesBusiness CommunicationsTarget MarketingWealth Management ServicesRetail BankingInvestment BankingDirect SalesDeal ExecutionSalesNew Business DevelopmentTrainingInvestmentsPrivate Wealth ManagementWealth Preservation Planning

About

Hello! My name is Simran, I love to create and smile. Passion and diligence are two traits that I believe most reflect me as an individual. It is my belief that this is the key to being successful in any endeavour that one set’s their mind to. I love to generate new ideas and devise feasible solutions to broadly relevant problems. I enjoy embracing the lessons learned from failure, stand up and continue to grow In a nutshell, my passion for creativity and constant learning is accompanied with the thrill of branding and market research. I’m not the marketing executive who just wants to get a project out the door. I’m the marketing executive who actually wants to build a brand, research and deliver the best value for the project. This is what I love to do.” Let's connect to be a part of each other's wonderful corporate journey

Experience

5 yrs 2 mos

Total Experience

1 yr 3 mos

Average Tenure

Current Experience

Meet margo

Strategic Marketing Intern

May 2025 – Aug 2025 · 3 mos · Remote

As part of my MSc Strategic Marketing Management at Aston University, I am working on a life consultancy project with Meet Margo, a startup that is carrying a powerful mission to help close the gender housing gap.
Through this project, I am contributing by:
🔹 Carrying out audience research & segmentation
🔹 Developing strategic marketing and communication planning
🔹 Exploring insights on how to connect more meaningfully with women navigating homeownership challenges

Mortgage LendingResidential MortgagesBusiness CommunicationsTarget MarketingMarketingMarket Research

Kotak mahindra bank

Senior Manager

Feb 2024 – Aug 2024 · 6 mos · Mumbai, Maharashtra, India · On-site

Relationship Manager - Handling portfolios for Ultra HNI and HNI Customers
As a Relationship Manager at Kotak Mahindra Bank, managing portfolios for Ultra High Net Worth Individuals (Ultra HNIs) and High Net Worth Individuals (HNIs) involves delivering bespoke financial solutions that align with clients' unique goals and aspirations. With a deep understanding of wealth management, investment strategies, and risk assessment, I focus on building long-term relationships by offering personalized advisory services, facilitating exclusive banking privileges, and ensuring seamless execution of financial plans. At Kotak Mahindra Bank, we aim to exceed expectations, enabling our valued clients to grow, preserve, and transfer their wealth effectively.

Wealth Management ServicesRetail BankingFinancial PlanningInvestment BankingDirect SalesDeal Execution+8

Federal bank

2 roles

Officer Scale 1

May 2023 – Dec 2023 · 7 mos · On-site

Credit Underwriting for Mortgage Loans -
At Federal Bank, credit underwriting for mortgage loans is a meticulous process aimed at fostering financial inclusion while ensuring sound risk management. Our team evaluates each application with precision, considering factors such as creditworthiness, repayment capacity, and the quality of collateral. By leveraging advanced analytics and adhering to regulatory frameworks, we ensure seamless loan approvals that empower individuals and families to realize their dreams of owning a home. With customer-centric policies and robust assessment mechanisms, Federal Bank is committed to driving economic progress and strengthening trust in India's financial ecosystem.

Wealth Management ServicesRetail BankingFinancial PlanningInvestment BankingDirect SalesDeal Execution+8

Officer Scale 1

Aug 2021 – Apr 2023 · 1 yr 8 mos · On-site

Branch Banking Operations -
At Federal Bank, our branch banking operations are designed to provide customers with efficient, personalized, and seamless banking experiences. From account management and loan disbursements to cash handling and advisory services, our branches serve as the cornerstone of financial inclusion and customer engagement. Leveraging cutting-edge technology, robust processes, and a highly skilled workforce, we ensure operational efficiency while maintaining the highest standards of service quality. Our commitment to excellence empowers individuals, businesses, and communities, fostering trust and long-term relationships.

Investment BankingBanking

Shiv-om enterprises

Marketing And Promotions Intern

Jun 2020 – Aug 2020 · 2 mos · Mumbai, Maharashtra, India

This profile is about helping an enterprise to develop it self as a brand. I have designed its logo, business card and business letter. We have constructed 4 core values on which the enterprise will function.