Anisha Khan
Regional Wealth Manager
Sundarnagar
Summary
Achievements include improving sales, profit and service metrics through hands-on and proactive leadership of team members and strategic plans. Motivational and hardworking manager with expertise in service processes and marke ting campaigns. Charismatic Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Skills - Experiential learning - New business generation - Business Development - Coordinating team projects - Banking - Student-centered learning.
Overview
7
7
years of professional experience
Work History
Regional Wealth Manager
D.R. Share & Stock Broker pvt ltd
Chandighar
2020.12 - Current
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Engaged with customers to effectively build rapport and lasting relationships.
- Generated new sales leads to achieve and exceed monthly sales goals.
Realtionship Manager
HBD
2020.02 - 2020.09
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Networked with business leaders and executives to identify clientele within local community
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating acc ount details and signing up for new services.
Realtionship Manager
Diala Bank
2018.12 - 2019.10
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Networked with business leaders and executives to identify clientele within local community.
Teacher
NIELIT
Sundarnagar
2016.08 - 2018.09
- Kept students on-task with proactive behavior modification and positive reinforcement strategies
- Supported student teachers by mentoring on classroom management, lesson planning and activity organi zation.
Education
Bachelor of Science -
Himachal University
Senior School Certificate - undefined
HP Board from Mahavir Public
School
All India Secondary School Certificate - undefined
Mahavir Public
School
Skills
Software Proficiencyundefined
Timeline
Regional Wealth Manager
D.R. Share & Stock Broker pvt ltd
2020.12 - Current
Realtionship Manager
HBD
2020.02 - 2020.09
Realtionship Manager
Diala Bank
2018.12 - 2019.10
Teacher
NIELIT
2016.08 - 2018.09
Bachelor of Science -
Himachal University
Senior School Certificate - undefined
HP Board from Mahavir Public
School
All India Secondary School Certificate - undefined
Mahavir Public
School
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