Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Timeline
Generic
Kiranjit Kaur

Kiranjit Kaur

Bengaluru

Summary

I am an ambitious, optimistic, and pragmatic person who wants to achieve a successful professional career by leveraging an ever-learning attitude, dedication, values, and goal of achieving growth for myself and my employer.

Overview

4
4
years of professional experience

Work History

Relationship Manager, Banking Retail

AXIS Mutual Fund
Bangalore
05.2024 - Current
  • Collaborate with sales teams to identify new business opportunities and referrals.
  • Cultivated strong relationships to enhance customer satisfaction and loyalty.
  • Analyze sales data to refine approaches and improve engagement strategies.
  • Participate in weekly team meetings with managers to review progress on goals, and discuss challenges faced during the week.
  • Deliver product presentations to banking staff and prospective clients, showcasing key features.
  • Scheduled sales appointments and met with potential customers to explain benefits of products and services.
  • Coordinated with internal teams to resolve client inquiries and issues promptly.

Manager – Account Management

NSE Cogencis Information Services Ltd.
06.2023 - 04.2024
  • Company Overview: The organization offers comprehensive financial solutions, including real-time market data, analytical tools, and news across all asset classes, focusing on connecting decision-makers in banks, NBFCs, brokers, and B-schools, introducing them to our terminal, and guiding them through pre and post-subscription.

Senior Executive

A K Capital Finance Ltd.
12.2022 - 05.2023
  • Company Overview: The organization aims to attract fixed-income clients, improve its retail brand image, and analyze capital debt market movements in India and globally. The primary focus is guiding distributors on public and private issues, operational activities, conducting meetings, and onboarding new clients for investment purposes.

Relationship Manager

IIFL Securities, Bangalore
Bangalore
04.2021 - 11.2022
  • The individual is responsible for daily client operational activities, including communication with affluent clients, acquisition of new HNI clients, financial planning, regular trades, performance evaluation, and portfolio management services.

Education

MBA - Finance

Amity University Online
07.2025

NISM VA

NISM
India
05-2024

BBA -

Global Institute of Management Sciences
Bangalore
06.2019

Skills

  • Problem solving
  • Team leadership
  • Client relationship management
  • Financial planning
  • Issue resolution
  • Excellent communication
  • Public speaking
  • Sales data analysis
  • Product knowledge
  • Service assistance
  • Product recommendations

Languages

English, Hindi, Punjabi

Hobbies and Interests

Reading, Traveling, Cooking, Videogames, Physical Fitness

Timeline

Relationship Manager, Banking Retail

AXIS Mutual Fund
05.2024 - Current

Manager – Account Management

NSE Cogencis Information Services Ltd.
06.2023 - 04.2024

Senior Executive

A K Capital Finance Ltd.
12.2022 - 05.2023

Relationship Manager

IIFL Securities, Bangalore
04.2021 - 11.2022

MBA - Finance

Amity University Online

NISM VA

NISM

BBA -

Global Institute of Management Sciences
Kiranjit Kaur