Manisha V
financial proffesional
The nilgiris
Summary
ABOUT ME
Financial professional with 2 years of experience in financial sector played a crucial role in ensuring client satisfaction, understanding their needs, and providing excellent virtual assistance. Forecasting costs and revenues, conducting risk analyses for financial plans and evaluating capital expansion option. Maintained Relationship Management for a Portfolio of customers. Selling of Investment products like Mutual Fund, Insurance, Current account, Saving account & stocks. And also important role retention of accounts
Overview
3
3
years of professional experience
2067
2067
years of post-secondary education
5
5
Certifications
Work History
Virtual Relationship Manager
DBS Bank
03.2022 - 05.2023
- Company Overview: Development bank of Singapore
- Played a crucial role in ensuring client satisfaction, understanding their needs, and providing excellent virtual assistance
- Achieved sales targets and providing Customer service
- Maintained Relationship Management for a Portfolio of customers
- Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account
- Enhance the value of existing accounts of Current account & saving account customers
- Retention of accounts
- I was also a part of integration process of core banking platforms of LVB bank with DBS
- Development bank of Singapore
Financial Consultant
Geojit financial services ltd
10.2023 - 11.2024
- Forecasting costs and revenues, conducting risk analyses for financial plans and evaluating capital expansion option
- Achieved sales targets and providing Customer service
- Selling of Investment products like Mutual Fund, Insurance, Stocks
Education
10TH STANDARD -
FATIMA GIRLS HR SEC SCHOOL
12TH STANDARD - undefined
ST THOMAS HR SEC SCHOOL
BACHELOR OF COMMERCE - COMPUTER APPLICATIONS
Bharathiar University
Gudalur 04.2001 - 01.2022
MCOM - Accounting
Bharathiar University
Coimbatore, India 04.2001 - Current
Skills
Strong interpersonal and communicational skills
Certification
Certified in proficiency test in English conducted by Shakespeare institute of English studies.
Timeline
Financial Consultant
Geojit financial services ltd
10.2023 - 11.2024
Virtual Relationship Manager
DBS Bank
03.2022 - 05.2023
BACHELOR OF COMMERCE - COMPUTER APPLICATIONS
Bharathiar University
04.2001 - 01.2022
MCOM - Accounting
Bharathiar University
04.2001 - Current
12TH STANDARD - undefined
ST THOMAS HR SEC SCHOOL
10TH STANDARD -
FATIMA GIRLS HR SEC SCHOOL
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