Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Hi, I’m

Khushbu Shah

Financial Service Industry
Mumbai

Summary

Address: Mumbai, Maharashtra

PROFILE SUMMARY:

A dynamic & hardworking individual. Quick learner with high energy and drive to exceed expectations coupled with good learning & comprehension skills. Systematic and organized with exceptional interpersonal and presentation skills and comprehensive risk analysis & problem-solving abilities.

CAREER OBJECTIVE:

To be a constituent of a growth-oriented environment where my skills are utilized to the optimum, which tots up to company and individual development. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
years of professional experience
4
Languages

Work History

Yield Group Of Companies
Mumbai

Relationship Manager,Trade Finance
03.2022 - 03.2023

Job overview

  • With a demonstrated history of working in the financial services industry
  • Managed trade finance requirements like Letter of Credit, Standby LC, Bank Guarantee
  • Proof of Funds, Blocked Funds, RWA, and a like to push business global.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Relationship management with B2B sales and marketing strategies.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed loyalty programs to reward and maintain customer retention.
  • Facilitated workshops and seminars to educate customers on product features and benefits.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Analyzed business processes to identify cost savings and operational efficiencies.

Radiance Financial Services

Associate Corporate Finance & Sales 3
06.2018 - 02.2022

Job overview

  • Updated expense guideline documents and client contract summaries.
  • Maintained and reported regulatory compliance.
  • Created spreadsheets from various systems to assist with reporting
  • Business development of coperate clients by studying their financial statements and advising on coperate loans to take such as lAP or unsecured loans to expand their business.
  • Developed and maintained courteous and effective working relationships with HNI clients and financial advisory firms and agencies.

Conart Estate Consultancy

Accountant
01.2017 - 06.2018

Job overview

  • Preparing asset, liability, and capital account entries by compiling and analyzing account information
  • Documenting financial transactions by entering account information
  • Recommends financial actions by analysing accounting options.

Redington (India) Limited

Marketing Coordinator
02.2015 - 11.2015

Job overview

  • Coordinate and facilitate sales activity
  • Handling enquires; maintaining database of customers and dealers; market devlopement - Responsible for all back-end activities Connected with Sales
  • Price points and invoice generation - Working with ASM / PE / SE in all areas
  • Collections were done
  • Increasing Dealer Network leading to increasing market share.

Brewberry’s Pvt Ltd

Internal auditor
07.2014 - 09.2014

Job overview

  • Food and Beverage section) - Preparing MIS reports - Auditing the sales bills and purchase bills - Making payments after proper auditing the bills of vendors and customers - Handling team zonal wise for requirement and providing the same

Education

Parul University
Vadodara

MBA from Finance And Marketing

University Overview

MSU University
VADODARA

B.com from Accountancy

University Overview

Skills

    Customer portfolio management

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Accomplishments

Accomplishments
  • PGDM (Finance & Marketing)
  • Parul Institute of Management (Baroda) - 9.4 CGPA in year 2014 B.com (Accountancy)
  • Maharaja Sayajirao University of Baroda

Timeline

Relationship Manager,Trade Finance
Yield Group Of Companies
03.2022 - 03.2023
Associate Corporate Finance & Sales 3
Radiance Financial Services
06.2018 - 02.2022
Accountant
Conart Estate Consultancy
01.2017 - 06.2018
Marketing Coordinator
Redington (India) Limited
02.2015 - 11.2015
Internal auditor
Brewberry’s Pvt Ltd
07.2014 - 09.2014
Parul University
MBA from Finance And Marketing
MSU University
B.com from Accountancy
Khushbu ShahFinancial Service Industry