Chelsea Jamio
Pune
Summary
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC Bank Ltd
07.2024 - Current
- Conducted comprehensive financial analysis to assess clients' needs, risk tolerance, and investment goals of a client portfolio of around 100CR
- Financial Planning and maintained strong relationships with high-net-worth clients
- Recommendation while considering factors such as cost, benefits, and tax implications
- Acquainted on market trends, economic conditions, and regulatory changes
- Researched and analyzed competitor's offerings to identify opportunities and potential risks
- Assessed and mitigated risks associated with clients' investments and portfolios including Equity & MF Investments and insurance products
- IRDA certified, Skilled in utilizing excel and flex cube for client management and financial transaction processing
Intern
Shree Ram Life Insurance
05.2023 - 07.2023
- Prospecting and Lead Generation
- Researched on Current Market Availability on Customer Based
- Building Client Relationships
Education
MBA - Finance
Symbiosis Institute of International Business
Pune05-2024
Bachelor's in Commerce (Honors) - Accounting And Finance
Garden City University
Bangalore10-2021
Skills
- Relationship building and management
- Excellent communication
- Risk management
- Account management
- Product recommendations
- Team leadership
- Client engagement
- Customer portfolio management
Certification
Lean Six Sigma Green Belt - KPMG
Gained the power skills required to make digital transformations successful - change management, stakeholder management & data visualization.
Research Paper- The Contribution to Financial Literacy to the Improvement of Adolescent Consumer's Financial Knowledge
The intention of this paper was to pose questions about the significance of financial education. Financial literacy—the combination of financial knowledge and skills—is crucial to comprehending and learning about financial concepts and items, both in theory and in practice.
Bloomberg Market Concepts
Learned the framework used in publication and analysis of economic indicators. Gained knowledge about the mechanism of bond market and currency markets.
Interest and Hobbies
Playing Volleyball, Badminton, E- Sport Enthusiastic, Music and Dancing
Languages
English
Hindi
Japanese
Spanish
Timeline
Relationship Manager
HDFC Bank Ltd
07.2024 - Current
Intern
Shree Ram Life Insurance
05.2023 - 07.2023
Lean Six Sigma Green Belt - KPMG
Gained the power skills required to make digital transformations successful - change management, stakeholder management & data visualization.
Research Paper- The Contribution to Financial Literacy to the Improvement of Adolescent Consumer's Financial Knowledge
The intention of this paper was to pose questions about the significance of financial education. Financial literacy—the combination of financial knowledge and skills—is crucial to comprehending and learning about financial concepts and items, both in theory and in practice.
Bloomberg Market Concepts
Learned the framework used in publication and analysis of economic indicators. Gained knowledge about the mechanism of bond market and currency markets.
MBA - Finance
Symbiosis Institute of International Business
Bachelor's in Commerce (Honors) - Accounting And Finance
Garden City University
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