Khushboo Soni

Highly motivated and professional senior executive with over 5 years of experience providing high-level support to investors and rm. Proficient in managing calendars, organizing meetings, handling confidential documents, and communicating with internal and external stakeholders. Possess exceptional communication and interpersonal skills with a proven ability to work independently and as part of a team.

Branch relationship Manager - Icici prudential mutual fund

(2023-11 - 2025-12)

• Handle the investors, Rm and Ifa queries
• Coordinate with RTA on daily basis and maintaining records
• Maintaining reports on timely basis
• Handle confidential information and documents with discretion and maintain their proper organization

Senior executive - Prudent Corporate Advisory Services Limited.

(2021-07 - 2023-09)

• Manage queries of Loyalty club Partners
• Coordinate with Amc for financial queries
• Handled confidential documents and maintained their proper organization
• Solving financial queries of Relationship manager

Personal Banker - HDFC Bank

(2020 - 2021)

• Manage clients financial product
• Cross sell financial product
• Disbursement of personal loans online
• Dealing with profolio of investor and upsell the correct financial product

Bachelor's Degree - Business Administration - LJ Institute of business administration (2015 - 2018)

Post Graduate Diploma - Management - St kabir Institute of Professional studies (2018 - 2020)