Karen Saldanha
Mumbai
Summary
Dynamic financial professional with a proven track record at Kotak Mahindra Bank, excelling in financial analysis and customer relationship management. Adept at resolving conflicts and enhancing client satisfaction, I thrive in collaborative environments, driving engagement and loyalty while delivering tailored investment solutions. Passionate about achieving results and fostering strong client connections.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Priority Sales
Kotak Mahindra Bank
Mumbai
11.2022 - Current
- Analyzed client's risk tolerance level and offered customized investment advice accordingly.
- Conducted regular reviews with clients to discuss progress towards achieving their objectives.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
NRI business
IndusInd Bank
Mumbai
01.2022 - 10.2022
- Managed NRI clientele in IndusInd Bank from the US, Canada, the UK, Asia Pacific, and Gulf countries.
- Provided financial advice and offered customized key product solutions that adhered to the financial institution’s guidelines as well as of the industry regulations.
Preferred/Imperia Relationship Manager
Preferred/Imperia Relationship Manager
Mumbai Area
06.2016 - 12.2021
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Developed strategies to attract new customers while retaining existing ones.
Education
Post Graduate Diploma in Management - Marketing
Kirloskar Institute of Management (KIM)
01.2016
BA Hons - Business Administration, Accountancy
Majan University (affl.University of Bedfordshire)
01.2013
Advanced Diploma - Business Management
National Training Institute
01.2010
Bachelor of Commerce (B.Com.) - Accounting and Business/Management
Indian School Al Wadi Al Kabir
01.2008
Skills
- Financial analysis
- Customer relationship management
- Team collaboration
- Communication skills
- Customer service
- Conflict resolution
References
Available on request
Accomplishments
- Secured a position among Top 15 in Pan India contest for all round performance across banking products
- Qualified for company sponsored domestic trips across India
Certification
- NISM and CRISIL Certified Wealth Manager
- NISM V-A certified
- IRDA certified
References
References available upon request.
Timeline
Priority Sales
Kotak Mahindra Bank
11.2022 - Current
NRI business
IndusInd Bank
01.2022 - 10.2022
Preferred/Imperia Relationship Manager
Preferred/Imperia Relationship Manager
06.2016 - 12.2021
Post Graduate Diploma in Management - Marketing
Kirloskar Institute of Management (KIM)
BA Hons - Business Administration, Accountancy
Majan University (affl.University of Bedfordshire)
Advanced Diploma - Business Management
National Training Institute
Bachelor of Commerce (B.Com.) - Accounting and Business/Management
Indian School Al Wadi Al Kabir
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