Open to opportunities

Arti Kushwaha

@artikushwaha

Message

I build lasting client relationships through banking, portfolio management, and investment guidance.

India

Message

What I'm looking for

I'm looking for a banking, financial advisory, or relationship management role where I can grow client portfolios, deliver investment guidance, and strengthen customer retention.

I've managed high-net-worth client portfolios at HDFC Bank, delivering personalized banking solutions, long-term financial planning, and proactive resolution of complex issues.

I achieved cross-selling targets across insurance and investment products while strengthening client satisfaction and retention. As a Share Market Advisor, I guided clients using real-time market trends, technical analysis, equity research, and portfolio diversification strategies.

My experience also includes high-volume customer support at Reliance Magnum, where I maintained timely, professional service. I bring an MBA in HR and Finance along with hands-on skills in Excel, Tally ERP 9, computerized accounting, and database management.

Experience

Work history, roles, and key accomplishments

Relationship Manager

HDFC Bank

Managed a diverse portfolio of high-net-worth clients, ensuring personalized banking solutions and long-term financial planning. Achieved targets for cross-selling banking products, including insurance and investment portfolios.

Relationship Management Portfolio Analysis Financial advising Client Acquisition Cross Selling Customer Retention