Megha Jaisingh
@meghajaisingh
Finance professional with expertise in relationship management and client servicing.
IndiaWhat I'm looking for
I am a dedicated finance professional currently pursuing an MBA in Finance, with a strong foundation in client relationship management and banking operations. My experience spans several roles in prominent banks, where I have consistently demonstrated my ability to build and maintain long-term client relationships, ensuring their financial goals are met.
At AU Small Finance Bank, I serve as a Platinum Relationship Manager, actively seeking new clients and monitoring their portfolios to align with their investment objectives. My previous role as a Service Delivery Manager at IndusInd Bank honed my skills in sales and customer service, where I was responsible for managing branch operations and enhancing client satisfaction through effective communication and service delivery.
With a strong academic background and a commitment to continuous learning, I am eager to leverage my skills in a dynamic organization that values growth and innovation.
Experience
Work history, roles, and key accomplishments
Platinum Relationship Manager
AU Small Finance Bank
Apr 2025 - Present (1 month)
Actively sought new clients, built rapport, and developed long-term relationships through regular communication. Monitored client portfolios, reviewed investment performance, and made adjustments to align with client goals. Tracked key performance indicators related to client acquisition, revenue generation, and customer satisfaction.
Key Account Manager
Indusind Bank
Jan 2022 - Mar 2025 (3 years 2 months)
Responsible for sales, servicing walk-in customers, handling queries, and managing banking operations including transaction authorization. Onboarded new clients, managed transaction turnaround times, and activated clients on non-branch channels. Generated business leads, built client relationships, monitored portfolios, and tracked performance KPIs.
Service Officer
Kotak Mahindra Bank
Jan 2020 - Dec 2021 (1 year 11 months)
Managed cash transactions, addressed customer queries, and ensured KYC compliance for new accounts. Assisted customers with financial planning, loan applications, and various banking products while processing transactions efficiently. Built and maintained positive client relationships and handled customer complaints effectively.
Education
Degrees, certifications, and relevant coursework
WSWelingkar We School
MBA (PGDM), Finance
Grade: First class
Currently pursuing a Master of Business Administration (PGDM) with a specialization in Finance. Completed the first year of the program, focusing on core business principles and financial management.
HUHR College, Mumbai University
M.Com., Commerce
Grade: First class
Completed a Master of Commerce degree from Mumbai University. Studied advanced topics in commerce and business.
HUHR College, Mumbai University
Bachelor of Commerce, Commerce
Grade: First Class
Earned a Bachelor of Commerce degree from Mumbai University. Gained foundational knowledge in accounting, economics, and business studies.
KUKC College, Mumbai University
Higher Secondary Certificate, Commerce
Grade: First Class
Completed Higher Secondary education from Mumbai University. Studied core subjects relevant to further university studies.
St Ignatius High School
Secondary School Certificate, General Studies
Grade: First Class
Completed Secondary School Certificate from State Board. Studied a broad curriculum covering various subjects.
Availability
Location
IndiaAuthorized to work in
Job categories
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