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Kalpana Joshi

Kalpana Joshi

Relationship Manager

Accounting / Finance

Delhi, Delhi

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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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