Kiran Rana
Summary
I am an enthusiastic BBA graduate with a solid foundation in business administration and management. I bring a proactive and analytical approach to problem-solving, always eager to contribute to dynamic organizations. Known for my strong communication, leadership, and teamwork skills , I thrive in collaborative environments that value growth and innovation. I'm adaptable, detail-oriented, and driven to deliver results while continuously learning and improving. Passionate about making a meaningful impact, I aim to contribute to an organization that shares my values of integrity and excellence .
Overview
2
2
years of professional experience
Work History
Investment Relationship Manager
Mirae Asset Sharekhan
01.2025 - Current
- Proficient in leveraging Sharekhan's TradeTiger platform for advanced order execution, charting, and real-time technical and fundamental market analysis .
• Conducted weekly market outlook presentations for clients, simplifying complex financial concepts to strengthen client engagement and decision-making confidence.
• Recognized as a top performer for consistent excellence in client acquisition, portfolio growth, and revenue generation within the sales team.
• Adept at portfolio management , trade reconciliation, and performance tracking to optimize client investment returns.
• Skilled in analyzing equity, and mutual fund performance , applying both technical indicators and macroeconomic insights for investment recommendations.
• Demonstrated expertise in risk assessment, financial planning, and asset allocation aligned with individual client goals and risk profiles.
• Strong command over market research tools, trend analysis, and data interpretation , supporting informed investment decisions.
• Collaborative communicator with relationship management and negotiation skills , ensuring long-term client satisfaction and retention.
Relationship manager
Bajaj Allianz Life insurance
11.2023 - 08.2024
- Conducted comprehensive financial needs analyses to assess client goals and recommend tailored life insurance solutions , ensuring alignment with both short- and long-term financial objectives.
- Delivered exceptional customer service by promptly addressing client inquiries and concerns, resulting in high satisfaction and strong client retention rates .
- Utilized CRM platforms to effectively manage client portfolios, track sales pipelines , and monitor policy renewals , improving workflow transparency and follow-up efficiency.
- Collaborated closely with underwriters and policy administrators to expedite application reviews and approvals, significantly enhancing turnaround time and operational productivity .
- Demonstrated strong proficiency in sales strategy, financial analysis, client relationship management, and negotiations , complemented by excellent time management and in-depth product knowledge .
Education
BBA - Finance
Krupanidhi College of Commerce And Management
Madiwala, Bangalore07.2023
12th - Accounting
Krupanidhi College of Commerce And Management
Madiwala, Bangalore06.2020
1oth - Finance
Modern English High School
Ejipura, Kormangala06-2016
Skills
- Customer service
- Microsoft office
- Communication
- Ability to Multi-task
- Team spirit
Language
Nepali
Bilingual or Proficient (C2)
Kannada
Advanced (C1)
Hindi
Advanced (C1)
English
Intermediate (B1)
Hobbies
Music, Reading books, Cricket
Timeline
Investment Relationship Manager
Mirae Asset Sharekhan
01.2025 - Current
Relationship manager
Bajaj Allianz Life insurance
11.2023 - 08.2024
BBA - Finance
Krupanidhi College of Commerce And Management
12th - Accounting
Krupanidhi College of Commerce And Management
1oth - Finance
Modern English High School