Summary
Overview
Work History
Education
Skills
Certification
Interests
Accomplishments
Timeline
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Kratee Jain

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

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Certification

Member of organizing committee of our course Event - Investure

Interests

Dancing, Badminton, Organizing events

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
Kratee JainAssociate Relationship Manager