Sakshi Keshri
Pune
Summary
A highly motivated and accomplished individual having a banking finance background Seeking an analytical or Product Management role where I can leverage my expertise in financial analysis, strategic thinking, and customer-centric approach. Possessing analytical skills and a strategic mindset, I am committed to optimizing and developing products that meet customer needs and drive business growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Manager
ICICI BANK
Pune
01.2024 - Current
- Performed due diligence research on potential investments before recommending them to clients.
- Utilized industry software programs to analyze complex data quickly for accurate results in a timely manner.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Reviewed contracts related to investments prior to signing off on behalf of the client.
- Monitored performance of existing investments and recommended changes when necessary.
- Recommended strategies to clients to help achieve financial goals.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Ensured compliance with laws governing securities trading activities at all times.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
Senior Relationship Manager
Indusind bank ltd.
Pune
06.2023 - 12.2024
- Build and maintain strong relationships with corporate clients or high-net-worth individuals. Act as the primary point of contact for all banking-related needs and serve as a trusted advisor.
- Assess and manage the risks associated with client relationships, including credit risk, operational risk, and compliance with regulatory requirements.
- Ensure adherence to internal policies and procedures while serving the best interests of both the bank and the client.
- Collaborate with internal teams such as credit analysts, product specialists, and operations to deliver excellent customer service and meet client needs effectively.
- Provide guidance and mentorship to junior relationship managers.
Personal banker
HDFC Bank Ltd.
Mumbai
06.2022 - 06.2023
- To Provide excellent customer service by identifying their financial needs, and addressing their inquiries and concerns.
- To ensure process productivity and quality targets are set, monitored, and achieved to ensure optimum resource utilization and achievement of business objectives and customer Service Level Agreements (SLAs).
- Conduct thorough financial needs assessments for the customer to understand their goals, priorities, and financial situation.
- Interpret the trade queries and settlement issues of customers by communicating with the appropriate department of the bank.
- Reconciling miscellaneous sundry accounts and General Ledger (GL) accounts.
Internship
HDFC Life Insurance Company Ltd.
Mumbai
02.2021 - 05.2021
- Project title:- A report on fundamental and technical analysis of the engineering sector.
- To understand the basics of Equity Research and Maintaining relationships with distribution partners.
- Fundamental and Technical Analysis of Varroc Engineering Limited and ISGEC Heavy Engineering Ltd Engineering sector.
- Study of Mutual Funds and Insurance Products as an investment option.
Internship
Central Coalfields Limited.
Ranchi
06.2018
- Project Title: Analysis of sources of finance.
- To study financial markets, instruments, and institutions, and identify new sources of financing that may be appropriate for the company's business operations.
- Identify the most appropriate sources of financing for a company's business operations, including debt, equity, and hybrid instruments.
Education
PGPM - Finance and Marketing
ICFAI Business School
Pune, India03.2022
B.COM IAF - International Accounts & Finance
St. Xaviers College
Ranchi, India07.2020
XIIth Commerce -
Oxford Public School
Ranchi, India05.2017
Xth -
Gurunanak Higher Secondary School
Ranchi, India03.2015
Skills
- Ms Office
- Team leading
- Risk assessment
- Innovative
Certification
- Financial Markets, Yale University, 12/01/21, coursera.org/verify/MVGDGWPWLDJB
- Portfolio and Risk Management, ISB, 12/01/21
- Mutual Fund Distributors Series V-A, NISM, 04/01/21
- Certified in Tally ERP 9 Access, Info Academy, 06/01/19
Hobbies and Interests
- Travelling
- Dance
- Rangoli Art
Timeline
Wealth Manager
ICICI BANK
01.2024 - Current
Senior Relationship Manager
Indusind bank ltd.
06.2023 - 12.2024
Personal banker
HDFC Bank Ltd.
06.2022 - 06.2023
Internship
HDFC Life Insurance Company Ltd.
02.2021 - 05.2021
Internship
Central Coalfields Limited.
06.2018
PGPM - Finance and Marketing
ICFAI Business School
B.COM IAF - International Accounts & Finance
St. Xaviers College
XIIth Commerce -
Oxford Public School
Xth -
Gurunanak Higher Secondary School
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