Kirti Jain
Bangalore
Summary
Carrying with 11+ years of experience in Finance industry as a manager with a proven track record, enhancing customer satisfaction and loyalty through expert resolution of conflicts and targeted performance improvements. Skilled in operations management and CRM, leveraging strong communication abilities and MS Office proficiency to drive team success and exceed goals. Demonstrates exceptional knowledge of the capital market, ensuring compliance and risk management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Chief Manager
indusind bank
Bangalore
11.2024 - Current
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established team priorities, maintained schedules and monitored performance.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Defined clear targets and objectives, and communicated them to other team members.
- Handle and maintain confidential client documentation.
- Demonstrate ability to comprehend the KYC risk factors and draft the overall risk summary for the client.
Deputy Manager
Axis Bank Ltd
Bangalore
09.2023 - 09.2024
- Adjusted end-to-end KYC process needs to align with workforce capabilities.
- Prepared high-risk reviews with results and recommendations for customer onboarding, closure and retention.
- Identify discrepancies in KYC records, suggest necessary amendments, and escalate any Anti-Money Laundering (AML) red flags to the compliance team.
- Ensure that all record reviews are completed within specified deadlines and Service Level Agreements (SLAs)
- Analyzed and investigated clients to conduct detailed customer due diligence and enhanced due diligence review.
- Reviewed new prospect KYC documents to meet requirements and determine business model risk.
- Support and Facilitated communication with onboarding team to gather information and onboarding documentation.
- Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
- Investigated and resolved customer disputes related to credit decisions.
- Generated repeat business through exceptional customer service.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Defined clear targets and objectives and communicated to other team members.
- Analyze confidential client data from both public and internal sources to ensure compliance with KYC requirements
Deputy Manager
Kotak Mahindra Bank
Bangalore
08.2018 - 11.2018
- Services branch customers with their requirements of various financial products.
- Checking KYC documents from a compliance perspective of risk and assist customers with related questions.
- Perform and achieve the targets independently with strong ownership of the related process.
- Ability to multi-task and meet deadlines against a high volume work schedule.
Assistant Manager
Karvy Stock Broking Ltd
Bangalore
11.2015 - 08.2018
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Responsible for selling third party products like (Mutual Funds-SIP, IPO, BONDS, NCD).
- Prospecting business through new client acquisition, existing network, internal database, references. Ability to process several inputs provided by research teams and other sources.
- Helping clients take informed decisions with respect to all recommended products like demat accounts or a share trading account, equity-based investment products, etc.
- Target customers according to potential, size by identifying customer needs, assessing their risk appetite, and providing them with investment options and Giving demonstrations to clients for converting them into online customers.
- Understand and communicate capital market updates and information required for retail traders for smooth operations in capital markets.
Wealth Manager
EarnWealth
Pune
09.2014 - 09.2015
- Assisted clients with budgeting and cash flow management.
- Enabling and servicing clients in capital markets and achieve targets.
- Ownership of key processes like equities and mutual funds.
- Presented financial plans and investment recommendations to clients.
Sales Development Manager
HDFC Life
Pune
05.2014 - 08.2014
- Collaborated with sales, marketing and other internal teams to meet shared goals.
- Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Investment Relationship Officer
Karvy Stock Broking Ltd
Gwalior
05.2008 - 09.2012
- Educated staff on organizational mission and goals to help employees achieve success.
- Collected, arranged, and input information into database system.
- Maintained database systems to track and analyze operational data.
- Counselling high net-worth individuals and corporate clients regarding investment opportunities, risk analysis, and monetary returns. Delivering internal training to staff members.
Education
MBA - Finance
Indira Gandhi Natioanl Open University
Delhi06-2013
Bachelor of Science - Zoology
Jiwaji University
Gwalior06-2005
DCA - Diploma in Computer Education
BHOJ University
Bhopal06-2005
Skills
- Performance improvements
- Operations management
- Customer relations
- Customer service and satisfaction
- Customer relationship management (CRM)
- MS Office //Powerpoint //MS Excel//Word
- Strong Communication
- Knowledge of Capital Market
Accomplishments
- Certificate of Appreciation for exemplary performance and contribution in FY 2017-18.
- Certificate of appreciation for The Excellent Performance in Axis Direct Axcend Campaign FY 2023-24.
- MDRT Qualified in February FY 2024
Certification
Other Certifications
NISM-Series-V-A: Mutual Fund Distribution Certification
Desktop Publishing Course (DTP)
Certificate in AML concepts: AML, KYC, and Compliance
IRDAI Certified.
Timeline
Chief Manager
indusind bank
11.2024 - Current
Deputy Manager
Axis Bank Ltd
09.2023 - 09.2024
Deputy Manager
Kotak Mahindra Bank
08.2018 - 11.2018
Assistant Manager
Karvy Stock Broking Ltd
11.2015 - 08.2018
Wealth Manager
EarnWealth
09.2014 - 09.2015
Sales Development Manager
HDFC Life
05.2014 - 08.2014
Investment Relationship Officer
Karvy Stock Broking Ltd
05.2008 - 09.2012
MBA - Finance
Indira Gandhi Natioanl Open University
Bachelor of Science - Zoology
Jiwaji University
DCA - Diploma in Computer Education
BHOJ University
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