Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Skills
Personal Information
Hobbies and Interests
Timeline
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LALITA KARMANCHI

LALITA KARMANCHI

Navi Mumbai

Summary

Dedicate professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Proactive and achievement-oriented Product Manager bringing 6 years of marketing and leadership experience with special emphasis helping loans clientele. Effectively increases social media reach and client digital profile to catapult company forward with sustained growth. Articulate communicator, natural leader and organized manager. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Digital Product Manager

ICICI Securities Ltd
02.2018 - Current
  • Leads the Marketing and Digital Channel -Initiatives for Loans product
  • Defines digital campaigns for all Products
  • Owns all key KPIs for Digital Campaigns
  • Drives Marketing Initiatives for all Loan Products as part of Business team
  • Re-targeting campaigns of Web, App and outbound campaigns
  • Works closely with Partnerships on Marketing engagements
  • Driving Business for Personal Loans
  • Constantly building new partnerships for Loan Against Shares business
  • Designing & Executing end to end programs with partners
  • Driving Business from Partners
  • Driving key partnership KPIs.
  • Customer Education and Activation:
    Educating customers on Financial Markets and
    ensure activation
    Educating and activating customers in Products
    related to Financial Investments including direct
    Equity investment, Mutual Funds, Fixed Income,NPS ,IPOs, Life insurance and General insurance
    Understanding client needs and recommend
    right set of investment Products/Services
    Product Penetration:
    Introducing and educating customers to new
    products launched
    Demonstrate ICICIdirect.com portal and its
    various tools to customers for their online
    investments
    Engagement of customers to various tools
    available in ICICIdirect.com and ensures client
    retention towards website and account
    Enhancing customer experience on website with
    various available tools and features

Sr.Business Support Officer

Computer Age Management Services Pvt. Ltd
06.2016 - 02.2018
  • Equipped with In and Out of mutual fund industry in terms of product and process knowledge
  • Acquainted with CVL and CAMS KRA and eISC application
  • Taking care of Mapped Distributors in terms of all support (physical form request, product query, resolving service-related issue)
  • Maintaining MIS of Entire team and forward same to team members
  • Doing proper follow up on client query with back office
  • Helping IFAS & Direct investors to investment via online and offline Mode
  • Educating/encouraging Advisors & Investors to use various Digital mediums/platforms that are available for Mutual Fund
  • Preparing MIS/Report (Monthly) for all respective campaigns.

Deputy Manager

Kotak Mahindra Bank Ltd
12.2013 - 09.2015
  • Handle group of HNI clients
  • Profiling customers and provide financial products to meet customer needs
  • Deepen relationship by cross selling banks products and services according to customer needs
  • Increase liabilities size of relationship via balance in accounts of existing customers
  • To enhance and retain customer profitability by capturing large share of wallet
  • Ensure profitability of portfolio, generate high income per customer and Acquire new customers.

Education

Bachelor of Commerce -

N G Acharya College of Commerce Arts And Science

Skills

  • Campaign Management
  • Customer Segmentation
  • User Onboarding Strategies
  • Customer Journey Mapping
  • Digital Marketing
  • Training and Onboarding
  • Relationship Building
  • Training and support

Certification

  • SORM Certification
  • NISM AMFI Certification
  • IRDA Certification

Accomplishments

  • Achieved Certificate for outstanding Performance Pan India in Kotak Mahindra Bank.
  • Qualified for international study tour in the last financial year.
  • Achieved award by completing target with accuracy and efficiency.

Skills

Operating System: MS Windows (XP, 2000 Series), Excel Basics, Application tools: Well Versed with MS Office, Diploma in Tally ERP 9 application, Advanced as a best performer in all the leading companies, To serve Organization with Sincerity, Dedication, Honesty and with Aptitude also acquires the necessary additional qualification for the benefit to serve organization – self-development B.com Graduate from Mumbai University. Higher Secondary from Mumbai Board. Senior Secondary from Mumbai Board. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Dedicated Digital solution professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Personal Information

Gender: Female

Hobbies and Interests

  • Listening to music
  • Exploring new places
  • Trying new recipes

Timeline

Digital Product Manager

ICICI Securities Ltd
02.2018 - Current

Sr.Business Support Officer

Computer Age Management Services Pvt. Ltd
06.2016 - 02.2018

Deputy Manager

Kotak Mahindra Bank Ltd
12.2013 - 09.2015

Bachelor of Commerce -

N G Acharya College of Commerce Arts And Science

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LALITA KARMANCHI