Khyati Ashar
Mumbai
Summary
Confident in building relationships and communicating effectively,
ensuring smooth coordination between teams. Skilled in problem-solving and managing multiple tasks, maintaining calm
and organised approach. Always ready to step up, learn quickly, and adapt to new challenges, bringing enthusiasm and
can-do attitude to every project.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Sales Co-ordinator
Kailpar Securities Pvt Ltd
08.2023 - 06.2024
- Maintained strong relationships with fashion designers, ensuring exceptional customer satisfaction.
- Proven track record in creating engaging content and successful social media campaigns, with measurable results.
- Managed end-to-end order processing efficiently, from quotation to delivery.
- Monitored designer-specific inventory levels, optimizing stock availability to meet demand, while minimizing excess.
CEC-Relationship Manager
ICICI Prudential AMC
04.2022 - 03.2023
- To establishment & build relationships with the existing HNI & UHNI clients
- Service as one point contact to assign clients and ensure the highest level of service
- Provided investment planning detail in a presentable manner based on financial objectives
- Cross-sell PMS & AIF, profiling and lead generation to meet
Relationship Manager
Motilal Oswal Financial Services Ltd
01.2021 - 03.2022
- To acquire clients for HNI and UHNI portfolio into PMS & AIF
- To acquire customers for Demat account by calling & meetings
- Connect with the client to maintain the relationship & provide services
Acquisition Assistant Manager
Kotak Mahindra Bank
06.2019 - 03.2021
- To acquire customers for savings accounts and current accounts.
- Product of the bank from the pool to potential individuals, small businesses, trust associates, society, and corporate.
- Cross-sell other products such as a demat trading account, life insurance, health NRE/NRO accounts.
Education
PGDM - Banking & Finance Management
Narsee Monjee Institute of Management Studies
01.2023
Bachelor - Banking Insurance
S.V.D.V Valia College of Commerce
01.2019
HSC -
M.K.Valia college Of Commerce
01.2016
SSC -
Kanchan High School
01.2014
Skills
- Public Relations
- Community Management
- Creativity
- Influencer marketing
- Social media strategy
Certification
- NISM Series 5A - Mutual Fund
- Advance Concept of Microsoft Excel
- Knowledge of Social Skills
- Fundamentals of Digital Marketing
Personal Information
- Date of Birth: 01/19/99
- Gender: Female
- Nationality: Indian
Course
Digital Marketing PRO course, 2023
Declaration
I hereby declare that the information provided is true and accurate to the best of my knowledge.
Timeline
Senior Sales Co-ordinator
Kailpar Securities Pvt Ltd
08.2023 - 06.2024
CEC-Relationship Manager
ICICI Prudential AMC
04.2022 - 03.2023
Relationship Manager
Motilal Oswal Financial Services Ltd
01.2021 - 03.2022
Acquisition Assistant Manager
Kotak Mahindra Bank
06.2019 - 03.2021
- NISM Series 5A - Mutual Fund
- Advance Concept of Microsoft Excel
- Knowledge of Social Skills
- Fundamentals of Digital Marketing
PGDM - Banking & Finance Management
Narsee Monjee Institute of Management Studies
Bachelor - Banking Insurance
S.V.D.V Valia College of Commerce
HSC -
M.K.Valia college Of Commerce
SSC -
Kanchan High School
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