Yash Kayal
MUMBAI
Summary
Dynamic professional with sales and employee relations expertise. Known for leadership, communication, and teamwork. Committed to integrity and growth. Proven success in innovation and positive work environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Deputy Manager (LAS)
Kotak Mahindra Bank LTD
Mumbai
06.2023 - Current
- 1. Successfully met business targets through strategic planning and execution.
2. Created new business opportunities through effective lead generation techniques.
3. Provided regular feedback to Relationship Managers (RMs) regarding market opportunities and customer needs.
4. Analyzed customers' investment needs and provided the best alternative solutions to meet their financial goals.
Sales Intern
HDFC AMC
Mumbai
05.2022 - 07.2022
- Suggesting the right investment strategy based on risk appetite.
- Developed relationships with banks & IFS and retain existing customers
- Successfully converted the leads generated by the distributors
Junior Accountant
Agraban Infotech
Mumbai
02.2020 - 08.2021
- Prepared monthly and quarterly financial statements for review by senior management.
- Handling IT returns of clients
- Filing GST returns of client’s businesses.
- Maintaining client accounts data on Tally
Education
MBA - Finance
Chetana's Insititute of Management & Research
Mumbai, India03-2023
Bachelor of Commerce - Finance
Prahladrai Dalmia College
Mumbai, India05-2020
Skills
- Problem solving
- Team Management
- Client Relationship Management
- Effective Communication
- Quick Learner
- Time Management
Certification
- NISM V-A Certification
Timeline
Deputy Manager (LAS)
Kotak Mahindra Bank LTD
06.2023 - Current
Sales Intern
HDFC AMC
05.2022 - 07.2022
Junior Accountant
Agraban Infotech
02.2020 - 08.2021
MBA - Finance
Chetana's Insititute of Management & Research
Bachelor of Commerce - Finance
Prahladrai Dalmia College
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