Vivek Kaushal,CFA

Experience

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  ICICI Bank Ltd

  Sept 2004 - Nov 2005

  Manager- Investments and Services

  Investments and Services -- Manager ,Wealth Management, Portfolio Management-Generated fee-based income from investment products.-Offered exceptional investment solutions to customers through products like Mutual Funds, Portfolio Management Services and Life Insurance etc.-Provided comprehensive & integrated financial investment & planned advice to individuals with substantial wealth and incomes.

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  ABN AMRO

  Nov 2005 - Feb 2008

  Relationship Manager

  Relationship Management -Wealth Management, Transaction Banking:-Acquired new highly affluent customers, initially brought new Wealth Management and Business Banking Relationships -Maintained a lasting relationship by offering a wide array of banking services (Inclusive of core banking & investments) products according to client needs

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  Kotak Mahindra Bank

  Mar 2008 - Mar 2016

  Managed and analysed customer feedback across the entire consumer bank and derived actionable insights for Senior ManagementCreated Executive level reports for different business segmentsInitiated a number of process improvements on the back of client feedback analysis done using statistical tools. Responsible for overall project management including timelines, providing cross-functional stakeholder updates and getting alignment at key decision points .Developed and Analysed Service and Quality scorecards for retail bank branches . Automated and rolled out more than 10 periodic dashboards Show less

  • Team Lead/Team Manager - Service Quality and Customer Experience Analytics

    Jun 2012 - Mar 2016

  • Branch Manager

    Mar 2008 - May 2012
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  BMO Financial Group

  Feb 2017 - Sept 2018

  Investment Specialist and Trading
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  Canadian Tire Financial Services

  Oct 2018 - Aug 2022

  Senior Analyst

  -Collaborate with Marketing and Digital teams to strategize customer acquisition on digital platforms-Use tools and platforms like PL/SQL, Hadoop and SAS for data wrangling and analysis - -Prepare insightful decks and memos for Senior Management -Performance Analytics - Create and automate management dashboards. Provide periodic insights on KPIs and performance metrics related to banner sales, loyalty/credit card portfolio & acquisition performance-Support internal clients in their business intelligence endeavors by addressing ad-hoc data requests-Manage the ETL process by utilizing multiple data sources like Hadoop, Oracle and integrating transformed data with unified information base for business intelligence-Decision Support - Data Modelling & Predictive Analysis to facilitate discussions and recommendations on acquisition strategies, banner sales and customer engagement Show less

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  CIBC

  Aug 2022 - now

  Senior Manager- Card Analytics