Karan Khullar

Karan Khullar Email and Phone Number

Regional Manager Bajaj Finance Ltd @ Bajaj Finserv
pune, maharashtra, india
Karan Khullar's Location
Delhi, India, India
Karan Khullar's Contact Details
About Karan Khullar

Specialties: Certified Financial Planner(CFP)A result oriented, performance-driven, insightful Finance Professional with a proven ability to achieve and exceed all goals in high-pressure environment with the exposure in Wealth Management and Financial Advisory, Financial Planning and Risk Management with computer proficiency, retail banking, operations and auditAbility to work both independently and collaboratively with different teams.Skilled at conducting business meetings and giving presentations to key clients.

Karan Khullar's Current Company Details
Bajaj Finserv

Bajaj Finserv

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Regional Manager Bajaj Finance Ltd
pune, maharashtra, india
Website:
bajajfinserv.in
Employees:
24929
Karan Khullar Work Experience Details
  • Bajaj Finserv
    Regional Manager
    Bajaj Finserv Mar 2022 - Present
    Delhi, India
  • Dcb Bank
    Cluster Manager
    Dcb Bank Feb 2018 - Mar 2022
  • Standard Chartered Bank
    Priority Banking
    Standard Chartered Bank Jun 2016 - Jan 2018
  • Yes Bank
    Manager
    Yes Bank Apr 2014 - May 2016
    Delhi
  • Hdfc Bank
    Deputy Manager
    Hdfc Bank Dec 2012 - Apr 2014
    New Delhi Area, India
    Supervise & Monitor Personal Banker and contract staff in terms of productivity & other issuesResolution of customer queries/complaintsCustomer service to ensure walk in customers issuesBranch MerchandisingReview Daily Accounts Opened, report and update SS cards with account number.Lobby ManagementMonitoring all Dummy accountsBranch administrationGenerate business, cross sell and monitor cross sales of Personal BankersResponsible for acquisition through direct sales to walk-in as well as referrals from walk-in customersDeepening of relationship with existing customers who walk-in, through cross sell of all products and servicesEnhancing the value of existing accountsRetention of existing portfolioCorporate salary processingBranch Operations and Audit Compliance
  • Bajaj Capital Ltd
    Financial Planner
    Bajaj Capital Ltd Jun 2011 - Dec 2012
    New Delhi Area, India
    Job Profile is to advice/guide potential investors in making their investment. This include Companies as well as Individual Investors.Also works as Financial Planner. Makes Retirement plan, planning their future goals and executing them.

Karan Khullar Skills

Retirement Planning Investments Wealth Management Investment Advisory Mutual Funds Strategic Financial Planning Wealth Portfolio Management Financial Advisory Investment Strategies Personal Financial Planning Wealth Management Services Financial Planners Wealth Accumulation Asset Allocation Income Protection Equities High Net Worth Individuals Certified Financial Planner Insurance Financial Planning Banking

Karan Khullar Education Details

Frequently Asked Questions about Karan Khullar

What company does Karan Khullar work for?

Karan Khullar works for Bajaj Finserv

What is Karan Khullar's role at the current company?

Karan Khullar's current role is Regional Manager Bajaj Finance Ltd.

What is Karan Khullar's email address?

Karan Khullar's email address is ka****@****ail.com

What schools did Karan Khullar attend?

Karan Khullar attended Bangor University.

What skills is Karan Khullar known for?

Karan Khullar has skills like Retirement Planning, Investments, Wealth Management, Investment Advisory, Mutual Funds, Strategic Financial Planning, Wealth, Portfolio Management, Financial Advisory, Investment Strategies, Personal Financial Planning, Wealth Management Services.

Who are Karan Khullar's colleagues?

Karan Khullar's colleagues are Chaman Belani, Jitendra Singh Chouhan, Raviranjan Tiwari, Lekhan Sharma, Pratik Hande, Suraj Singhal, Raj Kumar Singh.

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