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

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, Karnataka

04-2025

PGDM - Accounting And Business Management

Barkatullah University

Bhopal, Madhya P

04-2023

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