Dancing, Badminton, Organizing events
Kratee Jain
Associate Relationship Manager
Bajaj Emrald Andheri East, Opposite Station
Summary
Just an ordinary girl seeking a challenging career in Finance field. Finding an organization that can take advantage of my skills, education and experiences and can make me learn through their best of mind.
Overview
3
3
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Service Relationship Manager
SLA Finserv
07.2022 - Current
- Worked with SLA Finserv as ARM to facilitate communication and deliver personalized solutions to customers.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Facilitated workshops and seminars to educate customers on product features and benefits.
Marketing Research Intern
InspireME
Mumbai
08.2020 - 07.2021
- Years 2 months +)
- Conducted consumer surveys and analyzed purchasing trends.
- Maintained status reports for client projects.
- Contributed to mock-ups, email campaigns, and social media content.
- Helped with planning and hosting of marketing events.
- Shadowed meetings and observed marketing director to grow professional experience.
Education
Persuing Certificated Financial Planning , Financial Planning and Services -
Infily Institute
Jaipur 06.2023 - 09.2024
Bachelor of Commerce - BCom - Investment And Financial Management Services
Malini Kishore Sanghvi College
Juhu, Mumbai, Maharashtra 01.2019 - 06.2022
12th - Commerce
St. PAUL'S Sr Sec School
Pali, Rajasthan 05.2018 - 06.2019
Skills
Microsoft Office
Relationship building and management
Sales expertise
Client Relationships
Financial Planning Financial Services
Zoho CRM software
Flexible approach and easy communication
NSE Operating
Certification
Member of organizing committee of our course Event - Investure
Interests
Accomplishments
Member of organizing committee Of Investure cultural event for two years
Member of an NGO called Muskurahat foundation
Attended various seminars of Wealth planning, Mutual funds etc.R
Resolved product issue through consumer testing.
Started my small business of Candle Making in lockdown
Timeline
Persuing Certificated Financial Planning , Financial Planning and Services -
Infily Institute
06.2023 - 09.2024
Service Relationship Manager
SLA Finserv
07.2022 - Current
Member of organizing committee of our course Event - Investure
01-2021
Marketing Research Intern
InspireME
08.2020 - 07.2021
Bachelor of Commerce - BCom - Investment And Financial Management Services
Malini Kishore Sanghvi College
01.2019 - 06.2022
12th - Commerce
St. PAUL'S Sr Sec School
05.2018 - 06.2019