Jasleen Kour Khalsa
Bengaluru
Summary
Highly motivated finance professional with strong analytical and problem-solving abilities. Experienced in finance software, customer relations, and portfolio management. Keen attention to detail and adherence to financial regulations.
Overview
1
1
Certification
Work History
Portfolio Management & Customer Service
Kotak Mahindra Bank
Bhopal
05.2024 - 08.2024
- Collaborated with team members to optimize portfolio performance through market analysis and client profiling.
- Provided exceptional customer service, resolved query, and gathered feedback to enhance service quality.
- Effectively completed activities like RTGS, NEFT, and account opening using software platforms like Finacle, CRM, and dotnet.
Education
PGDM - Finance
ISBR Business School
Bengaluru, Karnataka04-2025
PGDM - Accounting And Business Management
Barkatullah University
Bhopal, Madhya P04-2023
Skills
- Accounting and Finance
- MS Excel
- Pursuing Python
- Power Bi
- SQL
- Analytical
- Problem-solving
- Attention to detail
- Proactive learning
- Ethical approach
- Risk management
- Leadership
- Critical Thinking
- Adaptability
- Communication
Certification
- Acmegrade - Finance course and Training
- Financial modelling (Pursuing)
- Credit Finance
LIVE Projects
Equity and Derivatives Markets Experience Program: Managing a real-time BSE 500 portfolio, demonstrating equity trading and analysis skills. Applying fundamental and technical analysis for better investment decisions.
Affiliations
- CII Karnataka CFO Conclave
- Event Ambassador at ISBR
- Core Committee Member (Social Media Head), Sports Club
- Reporting, Media and Communication Joint Secretary at IEHE Bhopal
- Active member ar Rotaract Club
- Publicity Head of Placement cell at IEHE Bhopal
- NCC'A ranked under officer
- USHUS Management fest
Timeline
Portfolio Management & Customer Service
Kotak Mahindra Bank
05.2024 - 08.2024
PGDM - Finance
ISBR Business School
PGDM - Accounting And Business Management
Barkatullah University
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