Aakriti Jain

Relationship Manager at SLA Finserv
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Contact Information
us****@****om
(386) 825-5501
Location
United Kingdom, GB

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Experience

    • Relationship Manager
      • Feb 2021 - Present

    • Associate
      • Sep 2020 - Jan 2021

    • Sales Consultant
      • Aug 2019 - Jan 2020

      Managed the Gold division of the branch Managed restocking and contributed to smooth running of the businessProvided assistance in meeting weekly sales targets of the branch

    • Trainee
      • Jun 2019 - Jul 2019

      Worked in the mutual funds department and briefly for Invesco Mutual FundsPrepared investment pitches for different schemes offered by Invesco Mutual Funds

    • Intern
      • Jul 2018 - Aug 2018

      Prepared costing sheets on excel Oversaw correspondence with clientsManaged inventory levels and delivery of supplies

    • 2 day course in introduction to financial markets
      • Feb 2018 - Feb 2018

      Interacted with live market simulation for market making, sales trading, asset management and behavioral finance Used economic knowledge in asset management and strong communication skills to outperform competing teams

    • Administrative Assistant Intern
      • Jul 2017 - Aug 2017

      Created excel spreadsheets on a daily basis for the purpose of clearing between banksManaged all the paperwork for opening zero balance accountsMade marketing calls and answered queries for walk-in customers

Education

  • University of Bath
    -
  • Bath College
    -
  • New English School Kuwait
    -

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