Harmani Kaur

Experience

• 

  Tech Infotech

  Jun 2015 - Jun 2016

  Accountant

  Coordinated with accounts department in maintaining complete sets of books, keeping records of accounts, verifying the procedures used for recording financial transactions. Provided assistance in preparing tax returns and performing other personal bookkeeping services.

• 

  Hitachi

  Apr 2016 - May 2016

  Summer Intern
• 

  Kotak Mahindra Bank

  May 2017 - May 2020

  Manager - RM(Corp Sal)

  Proactively managed a book of 1000 top corporate customers. Responsible for managing the account and portfolios of HNI customers and higher management (like Partners of KPMG, Directors of EY, etc.). Managed X-Sell of banking products (Mutual Funds, SIPs, PMS, Life insurance, General Insurance, Loans, Credit Cards, Forex Cards, Demat and Trading Account, etc.). Handled the corporate activities organised by the Bank in various companies.

• 

  YES BANK

  Sept 2020 - Mar 2022

  Manager - RM Wealth Banking

  Working as an Affluent Relationship Manager. Handling HNI customer's portfolios and assisting them in increasing their by investing wisely in various products. Cross-selling products like saving & current accounts, mutual funds, PMS, life insurance, general insurance, loans, FD/RD, mutual funds, etc

• 

  TD

  Aug 2022 - now

  Working as an Investment Representative for a discount brokerage. Working as a Direct Investing Phone Specialist

  • Investment Representative

    Apr 2023 - now

  • Direct Investing Phone Specialist

    Aug 2022 - Apr 2023