Neha H G profile photo 1 on Tal

Neha H G

PREFERRED ACCOUNT MANAGER || PGDM 25’ ||

Bengaluru

1+ year of work experience

Anand Rathi Share and Stock Brokers Ltd
Apr 20267 mosPresent

Bengaluru

HDFC Bank
Mar 20251 yr 1 moMar 2026

Bangalore Urban

Managing a portfolio of 170+ HNW & family group clients, delivering high-quality relationship management. • Provided tailored financial solutions across Mutual Funds and asset products. • Conducted portfolio reviews and addressed client service needs to improve retention. • Ensured regulatory compliance (KYC/AML/CDD/EDD),dormant account activation and smooth onboarding of customers by coordinating with internal teams.
StockHolding Corporation of India Limited
Apr 20243 mosJun 2024

Mysore, Karnataka, India

• Researched SHCIL's financial products, including Mutual Funds, ETF, Sovereign Gold Bonds, Insurance and 54EC Bonds, gaining insights into their features and benefits to enhance stakeholder engagement and financial literacy. • Facilitated front-end client engagement by opening Demat and mutual fund accounts, managing C-KYC processes, and activating dormant accounts, while ensuring compliance with regulatory standards. • Enhanced customer relationships by addressing issues and handling customer data, improving client satisfaction.
Aashman Foundation
Jan 20223 mosMar 2022

Work from home

Neha’s AI Stack

claude
claude
gemini
gemini

Education

SDM Institute for Management Development

PGDM, Finance

SDM Institute for Management Development

20232 yrs2025
PROTOCOL- Corporate Training

Business/Corporate Communications

PROTOCOL- Corporate Training

20232023

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Neha H G on Tal

Headline

PREFERRED ACCOUNT MANAGER || PGDM 25’ ||

Location

Bengaluru

AI stack

claude

gemini

Work experience

Assistant Manager at Anand Rathi Share and Stock Brokers Ltd, Apr 2026 - Present · 7 mos, Bengaluru

Executive Trainee at HDFC Bank, Mar 2025 - Mar 2026 · 1 yr 1 mo, Bangalore Urban, Managing a portfolio of 170+ HNW & family group clients, delivering high-quality relationship management. • Provided tailored financial solutions across Mutual Funds and asset products. • Conducted portfolio reviews and addressed client service needs to improve retention. • Ensured regulatory compliance (KYC/AML/CDD/EDD),dormant account activation and smooth onboarding of customers by coordinating with internal teams.

Finance Intern at StockHolding Corporation of India Limited, Apr 2024 - Jun 2024 · 3 mos, Mysore, Karnataka, India, • Researched SHCIL's financial products, including Mutual Funds, ETF, Sovereign Gold Bonds, Insurance and 54EC Bonds, gaining insights into their features and benefits to enhance stakeholder engagement and financial literacy. • Facilitated front-end client engagement by opening Demat and mutual fund accounts, managing C-KYC processes, and activating dormant accounts, while ensuring compliance with regulatory standards. • Enhanced customer relationships by addressing issues and handling customer data, improving client satisfaction.

Human Resources Executive at Aashman Foundation, Jan 2022 - Mar 2022 · 3 mos, Work from home

Education

PGDM, Finance, SDM Institute for Management Development

Business/Corporate Communications, PROTOCOL- Corporate Training

Neha H G - Assistant Manager in Bengaluru | Tal