Headline

Deputy Manager | Portfolio Management @ Kotak Mahindra Bank

Location

Indore

Work experience

Deputy Manager at Kotak Mahindra Bank, May 2023 - Present · 3 yrs 2 mos, Indore, Madhya Pradesh, India, Joined Kotak Mahindra Bank in Agri Business Group as a part of Portfolio Managment Team

Relationship Manager at Kotak Mahindra Bank, May 2023 - Present · 3 yrs 2 mos, • Managing, Consulting, and nurturing the relationships with the diverse client portfolio of 80+ customers. Increase customer satisfaction by applying targeted strategies to address client concerns effectively. • Understanding financial needs of clients and offering appropriate banking services along with personalized financial advice. • Collaborating with internal teams to ensure timely and accurate delivery of services. • Reduced repeated client queries by 20-25% in the last year through proactive follow-up and clear communication • Performed due-diligence and data validation on client documentation, transactions and account details to ensure compliance and internal bank policies.

Management Trainee at Aditya Birla Fashion and Retail Ltd., Apr 2022 - Jun 2022 · 3 mos, Delhi, India, Gained knowledge about all aspects of working of a store weather it be sales, marketing or finance. Was able to generate revenue of Rs.5 Lakhs during the internship for the company. Also gain knowledge about marketing and managing finance of the store.

Education

Post Graduation Diploma in Management, FOSTIIMA Business School

Bachelor of Commerce, computer application, Sant Hirdaram College,Bairagarh, Bhopal