Kriti Bhalla, MBE

Experience

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  Kotak Mahindra Bank

  Jul 2011 - Feb 2012

  Assistant Manager

  • Acquired Chequing and savings accounts and strengthened existing bank relationships with clients• Cross sold wealth management products (Life insurance and mutual funds) to both personal and business banking customers• Maintained a portfolio of 3 Relationship Managers (included Life Insurance, Mutual Funds, Infrastructure Bonds) worth INR 3 million to ensure long-term commercial growth •Reviewed files/records so that they are up to date and ensured that the business unit achieved satisfactory audit rating from external auditors Show less

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  Max Life Insurance Company Limited

  May 2013 - Oct 2013

  Account Manager

  •Responsible for managing a book of business of 500 clients and offered holistic financial planning and consultation related to the life insurance products •Cross sold and upsold products to existing customers and built client portfolios according to their financial needs •Achieved sales worth INR 1.5 million in one quarter by putting in place excellent selling techniques•Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs Show less

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  Gumtoo Private Ltd.

  Dec 2013 - Dec 2014

  Account Manager- Sales (Pro- Bono)

  • Responsible for the initial setup of the company which includes company registration, as well as the setting of import/export accounts• Responsible for increasing the sales by over 50% by introducing the product at an online platform which includes Etsy, Amazon, and Groupon• Prospect for new business through cold calling and following up with the existing client base for repeated business• Performed customer/market research and demographic profiling to identify potential clientsEnsured effective business to business (B2B) and business to customer (B2C) sales• Coordinated marketing campaigns, trade shows (CGTA, Toronto) and social responsibility events (Make-A-Wish, Toronto Chapter) to establish and maintain the relationships with prospective clients Show less

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  TD

  Dec 2014 - Sept 2015

  Customer Service Representative/ Financial Service Representative

  •Engaged customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services•Developed and expanded client’s business relationship with the bank through cross-selling/ up-selling of TD’s products and services•Contributed to the achievement of branch business objectives by meeting or exceeding individual sales and referral goals•Generate repeated business through successful client followup and referrals Show less

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  Sun Life Financial

  Sept 2015 - Jan 2017

  Financial Advisor

  •Develop marketing strategies for establishing new customer base through prospecting such as cold calling, social networks, mall booths, trade shows, conferences. Networking through referrals to develop new business opportunities•Assist individuals and families by doing needs analysis of their current financial situation, formulated strategies and structured financial plan to help them articulate and achieve their short term and long term goals•Conduct seminars, information sessions for small business owners and professionals in order to educate them about Health Care Spending Accounts and employee benefits plans which includes drug programs, vision, dental, paramedical, RRSP`s, spousal RRSP`s•Extensively work with small business owners and formulated strategies for key person insurance, income replacement plans and business succession planning and assured that their wealth will be protected and passed on tax free to beneficiaries Show less

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  FreshBooks

  Jul 2017 - Oct 2018

  Business Development- Strategic Partnerships
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  Morgan Stanley

  Oct 2018 - May 2023

  • AVP- Relationship Manager

    Jan 2021 - May 2023

  • Relationship Manager at Shareworks by Morgan Stanley

    Oct 2018 - Jan 2021
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  EY

  Jul 2024 - now

  Assistant Director- Global Account Manager | Markets & Business Development