Jashanpreet Kaur
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
7
7
years of post-secondary education
Work History
Key Relationship Manager
ICICI Bank
Patiala
11.2024 - Current
- Identified customer needs through conversations and recommended suitable banking products to address those needs.
- Built long-term relationships with customers by providing personalized service and support.
- Followed up with clients regularly to enhance satisfaction and support.
- Resolved discrepancies related to customer accounts, leading to increased client satisfaction.
- Resolved customer inquiries and concerns with professionalism and empathy.
- Facilitated account openings, closings, and maintenance for diverse client portfolios.
- Assisted customers in navigating online banking tools and resources effectively.
- Maintained compliance with banking regulations and internal policies consistently throughout operations.
Relationship Manager
Aditya Birla Sunlife Mutual Fund
Patiala
08.2023 - 10.2024
- Tailored financial solutions to align with individual client needs and goals, enhancing client satisfaction.
- Streamlined client onboarding processes through collaboration with internal teams, improving efficiency.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Monitored market trends to advise clients on potential investment strategies.
- Resolved client inquiries promptly to maintain high service standards.
- Conducted regular client meetings to evaluate progress, identify growth opportunities, and resolve concerns.
Relationship Executive
ICICI Prudential Asset Management Co. Ltd.
Mandi Gobindgarh
12.2021 - 08.2023
- Coordinated webinars and events to effectively showcase financial products and services, enhancing customer engagement.
- Established relationships with prospects by following up on leads in a timely manner.
- Analyzed customer needs and recommended appropriate products and services.
- Updated and maintained customer relationship management systems to ensure accuracy and support sales activities.
- Cultivated relationships with prospects through timely follow-ups on leads, facilitating potential sales opportunities.
- Responded promptly to customer queries via telephone or email.
Customer Service Executive
SBI Funds Management Pvt Ltd
Patiala/Sangrur/Ambala
01.2018 - 12.2021
- Resolved customer complaints through effective communication, enhancing customer satisfaction.
- Educated clients on investment products and services, increasing client understanding and engagement.
- Resolved customer complaints through effective communication and problem-solving.
- Identified opportunities for upselling additional products or services based on customer needs.
- Managed customer records using the company's CRM system for accuracy.
- Collaborated with team members to enhance service delivery and efficiency.
- Identified opportunities for upselling additional products or services, contributing to revenue growth.
Education
MBA - Finance
School of Management Studies
Patiala 05.2014 - 05.2017
B.Com Professional - Commerce
Multani Mal Modi College
Patiala 05.2011 - 05.2014
12th Standard - Commerce
Punjab School Education Board
Patiala 05.2010 - 05.2011
Skills
- Business development
- Client retention
- Relationship building
- Networking expertise
- Effective communication
- Team collaboration
- Persuasion techniques
- Problem solving
- Time management
Languages
- Hindi
- English
- Punjabi, First Language
- Hindi, Proficient (C2)
- English, Upper Intermediate (B2)
Languages
English
Upper Intermediate
B2
Hindi
Proficient
C2
Punjabi
Proficient
C2
Timeline
Key Relationship Manager
ICICI Bank
11.2024 - Current
Relationship Manager
Aditya Birla Sunlife Mutual Fund
08.2023 - 10.2024
Relationship Executive
ICICI Prudential Asset Management Co. Ltd.
12.2021 - 08.2023
Customer Service Executive
SBI Funds Management Pvt Ltd
01.2018 - 12.2021
MBA - Finance
School of Management Studies
05.2014 - 05.2017
B.Com Professional - Commerce
Multani Mal Modi College
05.2011 - 05.2014
12th Standard - Commerce
Punjab School Education Board
05.2010 - 05.2011