Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kajal Shah

Masters In Business Administration (Finance)
Mumbai

Summary

Associate Relationship Manager Professional with expert knowledge in loan against shares, advanced customer relationship skills, and credit approval proficiency. Professional who is energetic and enthusiastic about finding ways to improve operations and better methods to achieve more reliable and faster results. Master of Business Administration from NMIMS. It aided in the development of my financial skills, business ideas, and understanding of the country's economy.

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Overview

15
15
years of professional experience
5
5
years of post-secondary education
1
1
Certification
1
1
Language

Work History

Associate Relationship Manager

Julius Baer Capital India Private Ltd
Mumbai
03.2017 - Current
  • Credit Approval for new proposal/renewals from Risk Team
  • Day-to-day transaction related to loan disbursement or stock movement
  • Ensuring the end-to-end account opening process based on regulatory requirement
  • Following up with clients on Quarterly interest payments, KYC Refresh, SEBI requirement, and RBI requirements
  • Audit requirements – Follow up with Auditor, Client and other stake holder for ensuring seamless completion of audit.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Proposal maker

Julius Baer Capital (India) Private Ltd
03.2017 - Current
  • For new facility and renewals on security based lending for ultra HNI clients.
  • Paid attention to detail while completing assignments.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Skilled at working independently and collaboratively in a team environment.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Deputy Manager

Kotak Mahindra Bank
Mumbai
08.2013 - 10.2016
  • Client service to Retail Liabilities/HNI/Escalation customers
  • Responsible to maintain the Error Log of financial, Non financial and Nodal errors
  • Responsible to handle Siebel cases and ensure closure of service request within TAT
  • Responsible for Audit & Authorization of client request related to banking services
  • Handling client queries related to banking accounts, credit cards, and escalations.

Education

MBA - Finance

Narsee Monjee Institute of Management And Studies
Mumbai
05.2019 - 07.2021

Bachelor of Banking And Insurance -

Nagindas Khandwala College
Mumbai
06.2009 - 03.2012

Skills

Ability to adapt to challenging situationsundefined

Certification

Credit Risk Management: Frameworks and Strategies Training - New York Instiute of Finance

Timeline

Credit Risk Management: Frameworks and Strategies Training - New York Instiute of Finance

11-2022

MBA - Finance

Narsee Monjee Institute of Management And Studies
05.2019 - 07.2021

Associate Relationship Manager

Julius Baer Capital India Private Ltd
03.2017 - Current

Proposal maker

Julius Baer Capital (India) Private Ltd
03.2017 - Current

Deputy Manager

Kotak Mahindra Bank
08.2013 - 10.2016

Bachelor of Banking And Insurance -

Nagindas Khandwala College
06.2009 - 03.2012

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Kajal ShahMasters In Business Administration (Finance)