Keval Sachdev

Personal Banking Consultant

676 followers

Londres, Inglaterra, Reino Unido

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Timeline
About me
Business Development Manager (London) at Transact
Education
- Wyggeston & Queen Elizabeth I College
  2010 - 2012
  Economics, Accounting, Biology
- Stockholm University
  -
  Business/Corporate Communications
  Responsible investment
- Nottingham Trent University
  2012 - 2015
  Bachelor of Arts (B.A.) Economics, Finance and Banking 1st Class Honours
Experience
- Santander UK Corporate & Commercial
  Aug 2014 - Jan 2015
  Personal Banking Consultant
- Transact
  Sept 2015 - now
  Field based BDM in the London region Field based Account Manager supporting adviser firms in the London region. Field based Account Manager in the South central region (Surrey, Hampshire, Dorset). Supporting 3rd party Discretionary Investment Managers, Bond and SIPP/SSAS providers. Providing online support to financial advisers, paraplanners, administrators with the Transact platform within the London region. Document Management and Client Onboarding
  - Business Development Manager (London)
    Feb 2023 - now
  - Adviser Support Manager (London)
    Jun 2022 - Feb 2023
  - Adviser Support Manager (South Central)
    Jun 2021 - Jun 2022
  - Third Party Support Manager
    Feb 2020 - Jun 2021
  - Client and Online Service Manager
    Feb 2019 - Feb 2020
  - Client Services Manager
    Jan 2017 - Feb 2019
  - Graduate Trainee
    Sept 2015 - Jan 2017
Licenses & Certifications
- The FA level 1 in Coaching Football
  The Football Association
- Diploma in Financial Planning
  Chartered Insurance Institute
- Investment Management Certificate
  CFA UK
  Nov 2021