SHARAYU KALE

Operations Associate

Pune, Maharashtra, India7 yrs experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in wealth management and customer relationship.
  • Strong background in banking products and financial services.
  • AMFI and IRDA certified professional.
Stackforce AI infers this person is a Banking and Financial Services expert with a focus on wealth management.

Contact

Skills

Core Skills

Customer Relationship ManagementWealth ManagementInvestment ManagementCustomer Service

Other Skills

AMFI CertifiedArtBanking ProductsBanking SolutionsBusiness AdministrationCommerceEnglishHindiIRDA CertifiedLeadershipManagementMumbaiRetail SalesRoadSales

About

Athlete- Weightlifter Turned Banker!! A banker with up-to-date knowledge of various banking products (CA-SA | FD | RD | Credit Cards ) and financial products ( Mutual Funds | Insurance ) in order to provide sound and reliable advice to clients.

Experience

Dbs bank

3 roles

Operations Team Member

Jan 2025Present · 1 yr 2 mos · On-site

Treasures Relationship Manager -Treasures & Distribution.

Promoted

Jan 2023Jun 2025 · 2 yrs 5 mos · On-site

  • Acquire new high-net-worth customers | Identify customer needs & deliver customer-focused banking & wealth management solutions | Collaborate with experienced product specialists in offering professional advice |Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions
Customer Relationship ManagementWealth ManagementSalesBanking Solutions

DIGI RM

Jun 2022Dec 2022 · 6 mos · On-site

  • Handling Prime HNI Customers with Ac balance of more than 2 lacks | Handling Investments - Mutual Funds | Insurance | FD - RD | SA Balance.
Investment ManagementCustomer ServiceBanking Products

Idfc first bank

2 roles

Virtual relationship manager

Mar 2021Jun 2022 · 1 yr 3 mos · Pune, Maharashtra, India · On-site

Senior Officer

Mar 2021Jun 2022 · 1 yr 3 mos · Pune, Maharashtra, India · On-site

Ikya human capital solutions - a quess company

Business Executive

Jul 2019Aug 2020 · 1 yr 1 mo · Pune, Maharashtra · On-site

Deenanath mangeshkar hospital

junior billing assistant cum cashier

Jun 2018Jun 2019 · 1 yr · Pune, Maharashtra

Education

VNS (Vidya Niketan School) Eng Med, Bibwewadi, Pune

Master of Business Administration - MBA — Marketing

Jan 2020Dec 2022

VNS (Vidya Niketan School) Eng Med, Bibwewadi, Pune

Master of Business Administration - MBA — Marketing and operation supply

Jun 2020Jun 2022

Shikshan Prasarak Mandalis Sir Parshurambhau College Arts, Science & Commerce Tilak Road Pune 30

Bachelor of Commerce

Jan 2013Jan 2018

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