Pallavi Singh
Delhi
Summary
Adept Senior Team Developer with a proven track record at Bank of America, I excel in leveraging SQL mastery and Microsoft Excel to generate impactful financial dashboards, enhancing executive decision-making. Skilled in client relationship management and revenue growth, my approach combines analytical prowess with effective communication, driving significant client activation and retention.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Team Developer
Bank of America
Gurugram
04.2022 - Current
- Prioritized and organized tasks to efficiently accomplish service goals.
- Generated weekly and monthly financial dashboards for executive review.
Relationship Manager
HDFC Securities Limited
06.2021 - 03.2022
- Client acquisition
- Managing Client Relationship
- Activation of inactive clients
- Revenue generation
- Helping clients to understand the online portal
- Cross selling Third Party Products
Assistant Manager
Kotak Securities Limited
11.2018 - 03.2020
- Revenue generation
- Activation of inactive clients
- Helping clients to initiate trade
- Helping clients to understand the online portal
Management Trainee
Indiabulls Ventures Limited
05.2018 - 07.2018
- Client acquisition
- Activation of inactive clients
- Revenue generation
- Helping clients to understand the online portal
Education
MBA - Financial Planning
International College of Finance Planning
New Delhi01.2019
B.Sc. - Computer Science Hons.
Noida International University
01.2017
Certification
- NISM Certification VIII (Equity Derivatives)
- NISM Certification VII (Securities Operation and Risk Management)
- NISM Certification V-A (Mutual Fund Distributors)
Timeline
Senior Team Developer
Bank of America
04.2022 - Current
Relationship Manager
HDFC Securities Limited
06.2021 - 03.2022
Assistant Manager
Kotak Securities Limited
11.2018 - 03.2020
Management Trainee
Indiabulls Ventures Limited
05.2018 - 07.2018
MBA - Financial Planning
International College of Finance Planning
B.Sc. - Computer Science Hons.
Noida International University
Similar Profiles
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
Kevin BetheaKevin Bethea
Digital Ambassador at Bank of AmericaDigital Ambassador at Bank of America
Anne MilneAnne Milne
Managing Director - Global Head EM Credit Research at Bank of AmericaManaging Director - Global Head EM Credit Research at Bank of America
Daniella Melo GilDaniella Melo Gil
Client SVCS Blended at Bank of AmericaClient SVCS Blended at Bank of America
Mahesh Kumar RajputMahesh Kumar Rajput
Sr. Data Entry Clerk at Access Healthcare Pvt Ltd.Sr. Data Entry Clerk at Access Healthcare Pvt Ltd.