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Sejal CV

Sejal Khandelwal is an accomplished banking professional with expertise in relationship management and client service, achieving a 95% client retention rate and exceeding sales targets by 20%. She has experience as a relationship manager at City Union Bank and as a financial services consultant at ICICI Prudential Life Insurance Company, focusing on client education and compliance. Sejal holds a Master's and Bachelor's degree in Commerce from Delhi University and is certified by IRDAI.

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Jahnvi Singh
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31 views1 page

Sejal CV

Sejal Khandelwal is an accomplished banking professional with expertise in relationship management and client service, achieving a 95% client retention rate and exceeding sales targets by 20%. She has experience as a relationship manager at City Union Bank and as a financial services consultant at ICICI Prudential Life Insurance Company, focusing on client education and compliance. Sejal holds a Master's and Bachelor's degree in Commerce from Delhi University and is certified by IRDAI.

Uploaded by

Jahnvi Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SEJAL KHANDELWAL

PROFILE
Accomplished and driven banking professional with in relationship management and client service.
Expertise in building and nurturing client relationships, achieving a 95% client retention rate, and
consistently exceeding sales targets by 20%. Proficient in financial analysis, risk assessment, and
CONTACT cross-selling banking products. Recognized for excellent communication skills, leadership, and a
proactive approach to problem-solving. Committed to delivering exceptional client experiences and
driving business growth.
9001505657

sejalkhandelwal20@gmail.c WORK EXPERIENCE


om
Delhi,India City union bank JAN 2024- OCT2024
Relationship manager
Assisted customers with account inquires and transactions.
SKILLS Processed deposits, withdrawals and other banking transactions
accurately.
MS Excel
Achieved 80% of the sales target by cross-selling and upselling bank
Problem solving products like loans, insurance, and investment services.
Assisted in preparation of financial reports and documents.
Effective communication
Accurately processed daily cash transactions including deposits,
Ability to work under withdrawals, and payments, handling amounts up to 50 lakhs/day.

pressure ICICI PRUDENTIAL LIFE INSURANCE COMPANY June 2023-Sep 2023


Teamwork Financial services consultant
Advice clients on range of financial services and decisions including budgeting,
Time management savings for big purchase, retirement planning, investing trust and estate planning.
Educated clients on the importance of life insurance for financial security, helping
them plan for long-term needs like retirement and family protection.
Ensured compliance with IRDAI regulations and company policies while handling
policy documentation and customer records.
Accurately processed applications, handled policy renewals, and assisted clients
LANGUAGES with claims and policy modifications, ensuring seamless service.
BGCA
Dec 2021-Feb 2022
English Junior audit associate intern
Hindi Lead or assist in conducting in financial, operational and compliance
audit according to audit plan and standards.
Analyse financial statements,transactions and accounting records to
identify discrepancies and irregularities.

EDUCATION
MASTERS OF COMMERCE 2024-2026
DELHI UNIVERSITY
BACHELOR OF COMMERCE - 79.24% 2020-2023
ARSD/DELHI UNIVERSITY
IRDA
IRDAI (MAY 2024) - 84%

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