Headline

Client Associate @ KAVI

About

With a diverse background spanning across financial services, I embarked on a transformative journey as a Client Associate @ KAVI after a career break of 4 years. During this hiatus, I dedicated myself to caring for my mother amidst her medical challenges, an experience that enriched my perspective and strengthened my resolve. Now my role is to facilitate meaningful connections between clients and industry experts, thereby driving actionable insights and informed strategic decisions. Prior to this, my dynamic 2-year tenure at TCS provided me with invaluable expertise in insurance project management, policy servicing, and payments.

Location

Greater Nagpur Area

AI stack

claude

deepseek

gemini

openai

perplexity

ChatGPT

Work experience

Client Associate at Kavi, Sep 2023 - Present · 3 y 1 mo, Bengaluru, Karnataka, India, Focus on building and managing strategic relationships across the financial services and capital markets ecosystem. Drive client engagement, strategic partnerships, and business development by working closely with senior stakeholders and identifying opportunities for collaboration and growth. Build long-term institutional relationships, develop new partnerships, and work cross-functionally to turn these relationships into meaningful business opportunities. Also lead and mentor the client-facing team while contributing to broader business strategy and growth.

Process Associate at Tata Consultancy Services, Oct 2017 - Jul 2019 · 1 yr 10 mos, Nagpur, Maharashtra, India, Effectively served as a member of the insurance project's policy servicing team, ensuring seamless policy renewals, endorsements, and documentation. Collaborated with internal stakeholders and clients to resolve policy-related inquiries, providing accurate and timely responses. Demonstrated attention to detail while processing payments, maintaining precise records, and reconciling financial data. Actively participated in team meetings, contributing to process improvements and enhancing overall efficiency. Assisted in training new team members, and sharing expertise in policy servicing and payments processing.

Education

Bachelor of Commerce - BCom, Business/Commerce, General, Dhanwate National College, Congressnagar