ASHA PANDEY
Portfolio Management
Banglore
Summary
Seeking a dynamic and challenging professional environment that fosters continuous learning, encourages personal growth, and places organizational interests at the forefront. Committed to adhering to the highest professional standards, I aim to leverage my skills and potential effectively. With an unwavering belief in the value of ongoing development, I am prepared to embrace new challenges that contribute to the attainment of the organization's business objectives.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Senior Manager
Kotak Mahindra Bank Limited
2022.12 - Current
- Portfolio Management
- Corporate Salary Relationship onboarding (COCO Creation)
- Customer engagement with promising customer service
- Focused delivery on Investment products like PMS, Life Insurance, Mutual Funds, SIP and Stock Trading
- Understand Customer needs and provide Short Term And Long Term Investment advice, Retirement Planning etc
- Portfolio building and management with various other important products like Forex Remittance, Term Deposit, Credit Cards, Savings Accounts, Investment Account, etc.
Manager
HDFC Bank Limited
7 2018 - 2022.12
- Portfolio Management of 100 Crores
- Customer engagement with promising customer service; working on references from clients; Corporate Activities
- Focused delivery on Investment products like Life Insurance, Mutual Funds, and Stock Trading
- Understand Customer needs and provide Short Term And Long Term Investment advice, Retirement Planning etc
- Meeting customer fund needs with various assets like Working Capital Loan, Business Loan, Loan Against Property, Housing Loan, Auto Loan, Personal Loan, Loan Against MF/Shares
- Portfolio building and management with various other important products like Forex Remittance, Term Deposit, Credit Cards, Savings Account, Current Account, Investment Account
Assistant Manager, Manager
Prepay Marketing, TATA Teleservices Limited
2015.06 - 2018.06
- Prepay Marketing
- Acquisition- Getting new customers to our network by providing them lucrative offers in huge competitive environment
- Usage & Retention- Managing retention of customers to our network. It consists of the major customer base in the system which gives us the revenue
- 1 Day Workshop on Theatre Drama on the occasion of Women’s Day
- Training on Presentation skills
Intern
ITC Limited
2014.04 - 2014.06
- Research on ‘Market Potential based on Demography’ for the Export Business of Cigarettes in Middle-East countries
- Attended various sessions on tapping market potential in Prepay Business
Education
MBA -
Globsyn Business School
Kalkata, IndiaBBA -
Shri Shikshayatan College, University Of Calcutta
Kalkata, IndiaHigher Secondary -
KendriyaVidyalaya Fort William
Kalkata, IndiaSkills
New Client Acquisition
Client Engagement & Presentation
Training & Team Management
MS Office
Certification
NISM-Series-V-A, Mutual Fund Distributors Certification Examination, AMFI
Accomplishments
- 2 Times MDRT Qualifier (Life Insurance Contest) in HDFC Bank (Locations- Australia and Singapore)
- MDGH Qualifier (Life Insurance Contest) in HDFC Bank
Timeline
Senior Manager
Kotak Mahindra Bank Limited
2022.12 - Current
Assistant Manager, Manager
Prepay Marketing, TATA Teleservices Limited
2015.06 - 2018.06
Intern
ITC Limited
2014.04 - 2014.06
Manager
HDFC Bank Limited
7 2018 - 2022.12
MBA -
Globsyn Business School
BBA -
Shri Shikshayatan College, University Of Calcutta
Higher Secondary -
KendriyaVidyalaya Fort William
NISM-Series-V-A, Mutual Fund Distributors Certification Examination, AMFI
IRDA certified (Life Insurance Corporation)
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