Kalpana Joshi
Accounting / Finance
About Kalpana Joshi:
Enthusiastic, highly motivated Management graduate with proven leadership capabilities, who likes to take initiative and try out new challenges, Seeking to jumpstart my career enhance my professional skills in a dynamicand stable workplace.
Experience
Experience : 1 December 2022 - 23 June 2023
Job Profile : Relationship Manager Yes Premia
Job Roll : Develop, manage, and expand
Customer relationships by providing service level which exceeds client expectations of most important customer segment.
1. Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
2. Increase CASA balance in allocated portfolio either through Deepening or Acquisition.
3. Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.
Education
PGDM
(Marketing and Finance)
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