I am pursuing the Marketing Management Post Graduate Certificate at Humber College. Previously, Relationship Manager with a proven track record in the Banking Industry. My areas of expertise are achieving performance goals, providing customized financial solutions, and establishing and maintaining solid Customer Relationships. My knowledge of Financing, Investing techniques, and Wealth Management allows me to offer clients complete advice for a range of financial needs. Prominent for my remarkable Communication Skills and my comprehension of client goals, I consistently drive client satisfaction and retention while making a positive impact on the organization's overall expansion and success.
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Customer Relationship ManagerDcb Bank May 2023 - Dec 2023Mumbai, Maharashtra, India• Built new customers for the bank's book size by cold calling and referrals.• Handled CASA acquisition for the Branch and generated maximum leads or Current Account opening through daily activity post branch times.• Cross selling General Insurance and Life Insurance to existing customers as a daily targets. • Acquired customers for Gold Loans for the Branch's book on a daily basis.• Solved customer queries and build a Long-term Relationship with portfolio customers. -
Associate - Family OfficeAsp Finserv Jan 2021 - Jan 2023India• Contributed in setting up a new Family Office verticle , designing, Marketing, Branding & Website content.• Interacted with various Fund Managers and partnered with many Fund Houses and AMCs.• Designed new strategies for improving Family Office clients.• Getting new Family onboard (Products involved MFs, Direct Equity, Structured Trading Strategy, PMS, AIF, NCDs, Corporate Bonds/FDs, Private Equity etc) -
Private Wealth ManagerNarnolia Jun 2019 - Jan 2021India• Experienced Wealth Manager with a demonstrated history of working in the Financial Services Industry.• Skilled in Customer Service, Communication, Strategic Planning, Customer Relationship Management and Sales & Service Management. • Strong Finance Professional.
Rozina Ladhani Education Details
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Marketing/Marketing Management, General -
Business Administration, Management And Operations
Frequently Asked Questions about Rozina Ladhani
What is Rozina Ladhani's role at the current company?
Rozina Ladhani's current role is Marketing Maverick | Expert in Digital Strategies, SEO Sorcery, and Crafting Irresistible Content for Brand Success.
What schools did Rozina Ladhani attend?
Rozina Ladhani attended Humber College, Kakatiya University.
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Rozina Ladhani
Open To Opportunities, Mortgage Operations Officer, Admin Assistant Or Data Entry ClerkStanhope Gardens, Nsw
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