Career Break
Move From Singapore To The Usa
Jan 2015 - Dec 2015
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Jasleen Bansal Email & Phone Number
Founder & CEO @ Choices & Change & Desi By Dil | Entrepreneur | Amazon e-Commerce
LinkedIn matched
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3 data sources
Profile completeness 86%
Role
Founder & CEO @ Choices & Change & Desi By Dil | Entrepreneur | Amazon e-Commerce
Location
Atlanta Metropolitan Area, United States, United States
Who is Jasleen Bansal? Overview
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Quick answer
Jasleen Bansal is listed as Founder & CEO @ Choices & Change & Desi By Dil | Entrepreneur | Amazon e-Commerce based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jasleen Bansal.
Jasleen Bansal previously worked as Career Break at Move From Singapore To The Usa and Founder and CEO at Singapore Expat Solutions. Jasleen Bansal holds Mba, International Business from Panjab University.
Profile bio
About Jasleen Bansal
I am an experienced entrepreneur with a successful track record of building businesses from scratch and growing them profitably. I founded Choices & Change in 2016 which is in the business of launching and selling variety of products like gift items, seasonal items, toys, personal care, home, kitchen etc. on various online platforms across North America.Today, Choices & Change is a multi-million-dollar operations with office and warehouse in Metro Atlanta area.Before founding Choices & Change, I ran a successful expat support business in Singapore which was sold before moving to the USA. I am a Management and Engineering graduate and started my career as a Private Banker and have spent my life in the United States, Singapore, Indonesia & India.
Listed skills include Wealth Management, Relationship Management, Crm, Finance, and 19 others.
8 roles
Jasleen Bansal work experience
A career timeline built from the work history available for this profile.
Founder And Ceo
Providing lifestyle assistance and settling in services to newly arrived Expatriates in Singapore.
May 2013 - Dec 2014
Independent Portfolio Advisor
"Self Employed"
- Assist in managing investment portfolios and asset allocation for clients based on their long- term financial goals and risk taking abilities. - Educate the investors about investment principles, asset allocation, various investment and insurance products with objective to gain better understanding of their own portfolio.
Jan 2011 - Apr 2013
Associate Vice President
Responsible for institutional sales and managing distribution channels for the Unit Trusts managed by Kotak Provide pre & post sales support to distributors like banks and financial advisors.
May 2010 - Dec 2010
Associate - Wealth Management
- Facilitate unsurpassed client service by pro actively supporting the Private Banker with a mindset of always aiming to exceed client expectations.- Point of contact for clients, building client relationships as appropriate, undertaking support tasks and working with colleagues in other parts of the bank in order to achieve objectives.
Mar 2009 - Apr 2010
Associate Director - Wealth Management
- Acquire & manage portfolio of high net worth clients in South East Asia.- Adhere to financial advisory approach of understanding the client’s needs and proposing desired solution with constant focus on plan review.
Nov 2007 - Feb 2009
Senior Financial Advisor
- Achieve the revenue goals via the combination of customer acquisition and relationship management. - Proactively assess financial needs of customers through structured financial planning process and advise financial plan with strong focus on strategic and tactic assets allocation keeping in mid long term future goals like retirement, children education.
Apr 2006 - Oct 2007
Relationship Manager
Grow and service portfolio of high net worth individual & corporate customers.
Jun 2003 - Nov 2005
2 education records
Jasleen Bansal education
Mba, International Business
Bachelor Of Engineering, Civil
FAQ
Frequently asked questions about Jasleen Bansal
Quick answers generated from the profile data available on this page.
What is Jasleen Bansal's role at their current company?
Jasleen Bansal is listed as Founder & CEO @ Choices & Change & Desi By Dil | Entrepreneur | Amazon e-Commerce.
Where is Jasleen Bansal based?
Jasleen Bansal is based in Atlanta Metropolitan Area, United States, United States.
What companies has Jasleen Bansal worked for?
Jasleen Bansal has worked for Move From Singapore To The Usa, Singapore Expat Solutions, "Self Employed", Kotak Mahindra (Uk) Ltd., and Bnp Paribas.
How can I contact Jasleen Bansal?
You can use AeroLeads to view verified contact signals for Jasleen Bansal, including work email, phone, and LinkedIn data when available.
What schools did Jasleen Bansal attend?
Jasleen Bansal holds Mba, International Business from Panjab University.
What skills is Jasleen Bansal known for?
Jasleen Bansal is listed with skills including Wealth Management, Relationship Management, Crm, Finance, Portfolio Management, Banking, Strategic Financial Planning, and Financial Services.
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