Experience
RBC - Royal Bank of Canada (March 2023 - Present)
- Position: Client Success Officer - Interbanking & Client Profile Management
- Responsibilities:
- Managed interbanking relationships and ensured smooth communication and operations between different banking institutions.
- Handled client profile management, including onboarding, updates, and maintenance of client information.
- Provided personalized support to clients, addressing their queries and concerns effectively.
- Collaborated with cross-functional teams to enhance client satisfaction and loyalty.
- Conducted regular reviews and analysis of client portfolios to identify opportunities for growth and optimization
Actyv.ai (March 2022 - Dec 2022)
- Responsibilities:
- Managed and optimized client portfolios to align with their financial goals and risk tolerance.
- Conducted regular portfolio reviews and rebalancing to ensure optimal performance and risk management.
- Provided investment advice and recommendations based on thorough market research and analysis.
- Collaborated with investment teams and financial advisors to develop and implement tailored investment strategies.
- Monitored market trends and economic indicators to make informed investment decisions.
BYJU'S - Think & Learn Pvt Ltd (Sep 2019 - Mar 2022)
- Position: Business Development Associate
- Responsibilities:
- Collaborated with cross-functional teams to deliver IT solutions for clients across various industries, including healthcare, finance, and manufacturing.
- Conducted stakeholder interviews and requirements gathering sessions to determine client needs and develop project scope and timelines.
- Led project management activities, including creating project plans, monitoring progress, identifying risks, and communicating with stakeholders.
GR Motor's Pvt. Ltd ( Tata Motor's ) (Mar 2019 – Sep 2019)
- Position: Operations Executive
- Responsibilities:
- Handling Sales and aligning to operations like finance, sales, and marketing.
- Data analysis and helping the stakeholders to channelize and enhance the Business in sector.
- Workflow and documentation for new customers and query resolution.
Education
Education
Postgraduate Certificate in Data Analytics for Business Decision (2024)
- Institution: Durham College
Postgraduate Certificate in Project Management (2023)
- Institution: Durham College
- Specialization: Project Management
B.Tech in Mechanical and Automation
- Institution: Amity University, Noida