Larisa Pereira — Client Relationship Manager
As a Financial Advisor at Credit and Vault Investment, I help clients achieve their financial goals by providing tailored advice and solutions. I have a UK pension employment law and tax accounting diploma, which enables me to assist clients with pension planning and compliance. Before joining Credit and Vault, I worked as an Assistant Manager at HDFC Bank, where I managed retail branch operations and ensured customer satisfaction. I also have experience as a Senior Research Associate at Datamatics Business Solutions, where I conducted data analysis and reporting for various projects. I have strong skills in Microsoft Excel, accounting, communication, and attention to detail. I am motivated by learning new things, solving problems, and delivering value to my clients and team.
Stackforce AI infers this person is a Financial Services professional with expertise in client servicing and financial advisory.
Location: Mumbai, Maharashtra, India
Experience: 6 yrs 2 mos
Skills
- Financial Planning
- Customer Service Management
Career Highlights
- Expert in financial planning and pension compliance.
- Strong background in customer service and retail banking.
- Proficient in data analysis and reporting.
Work Experience
HDFC Mutual Fund
Client Servicing (1 yr 5 mos)
Credit and Vault Investment
Financial Advisor (1 yr 6 mos)
HDFC Bank
Assistant Manager (3 yrs 2 mos)
