Kajal Khanchandani
Dubai,UAE
Summary
Strategic professional with expertise in business marketing, investment operations, and KYC compliance. Specialises in risk and relationship management, enhancing operational efficiency through effective communication and coordination. Focused on utilising a diverse skill set to drive growth and ensure compliance in evolving business environments.
Overview
10
10
years of professional experience
1
1
Certification
Work history
Administration receptionist
Jupiter Homes Real Estate
Dubai
2025.05 - 2026.01
- Answered telephone calls, providing efficient and courteous assistance to enhance customer satisfaction.
- Organised and prioritised administrative tasks to improve office efficiency.
- Liaised with suppliers to ensure timely ordering of essential office supplies, maintaining uninterrupted office operations.
- Operated office equipment for printing, scanning, and photocopying, ensuring accurate and timely document management.
- Prepared and submitted compliance documents, NOCs, title deeds.
- Ensured all company and property transactions comply with RERA and Dubai Land Department.
Investment Operations and Wealth Management Specialist
Seguro Private Wealth
Dubai
2023.06 - 2025.03
- Advised private high-net-worth individuals and affluent families on tailored investment strategies and comprehensive financial planning.
- Executed and monitored trade orders across equities, fixed income, derivatives, and alternative investments, ensuring compliance and timely execution.
- Ensured precise completion and maintenance of client KYCs, effectively addressing inquiries to enhance client satisfaction.
- Communicated complex financial concepts clearly to engage clients effectively.
- Directed administration and optimisation of financial operations, payroll, and accounting processes.
Operations and Marketing Manager - Portfolio Management Services
PhillipCapital (India) Private Limited- DIFC Branch
Dubai
2022.04 - 2023.05
- Managed portfolio for 30 to 40 clients, ensuring tailored service and satisfaction.
- Developed customised asset allocation strategies based on individual client risk profiles.
- Performed financial reviews and market research, identifying strategic opportunities for client growth.
- Streamlined client onboarding by coordinating documentation and addressing operational inquiries.
Senior Manager - Sales Operations
PhillipCapital (India) Private Limited
2021.04 - 2021.11
- Oversaw KYC processes and journal postings for each account, ensuring compliance and accuracy in client records.
- Managed client wealth by aligning financial solutions with needs, enhancing client satisfaction and loyalty.
- Assessed client requirements to promote premier services, driving relevant referrals and strengthening client relationships.
- Boosted satisfaction and retention through efficient resolution of client queries.
Wealth Manager
Purnatha Advisory Services Limited
2020.08 - 2021.02
- Exceeded sales targets through personal meetings with high net worth clients.
- Generated revenue by selling advisory products to new clients through telephone outreach.
- Activated new Independent Financial Advisers to drive business generation.
Relationship Manager
ICICI Prudential Asset Management Company
2018.02 - 2020.01
- Provided tailored investment portfolio advice, enhancing customer satisfaction and retention.
- Managed responses to customer inquiries through both telephone and email communication.
- Coordinated meetings and appointments, improving operational efficiency and client engagement.
- Implemented marketing initiatives, including emails, banners, and video ads, to increase channel visibility and attract new clients.
Relationship Officer - Investments & Cross Sell Function
Aditya Birla Capital Limited
2015.11 - 2017.10
- Recommended suitable mutual funds to customers, enhancing their investment decisions.
- Facilitated customer communication via email, addressing inquiries and complaints effectively., promptly relaying inquiries and complaints to back office.
- Led training sessions for new joiners on product knowledge and operational procedures, ensuring effective onboarding.
Education
Master of Management Studies (MMS) -
CHM College
TYB.Com. - undefined
CHM College
Skills
- Business marketing and sales
- Investment operations
- KYC compliance
- General administration
- Coordination and liaison
- Relationship management
- Risk management
- Effective communication
Certification
* NISM Series – V–A: Mutual Fund Distributors Certification Examination.
* Participated in Entrepreneurship Conference
* Achieved 1st prize in projects like Cloud Computing, E–commerce, etc.
* Received A Grade in Advertising on Coca–Cola
* Qualified for Sales Conference in Goa.
* Attended Guidance on Proliferation Financing Institutional Risk Assessment Webinar.
* Attended Dubai Economy & Tourism Webinar: Anti-Money Laundering & Combating Terrorist Financing Updates – Real Est.
* Attended PF Agent Success Webinar.
* Attended Property Finder webinar on How to Maximise Your Listing Search Rank.
Languages
English
Hindi
Timeline
Administration receptionist
Jupiter Homes Real Estate
2025.05 - 2026.01
Investment Operations and Wealth Management Specialist
Seguro Private Wealth
2023.06 - 2025.03
Operations and Marketing Manager - Portfolio Management Services
PhillipCapital (India) Private Limited- DIFC Branch
2022.04 - 2023.05
Senior Manager - Sales Operations
PhillipCapital (India) Private Limited
2021.04 - 2021.11
Wealth Manager
Purnatha Advisory Services Limited
2020.08 - 2021.02
Relationship Manager
ICICI Prudential Asset Management Company
2018.02 - 2020.01
Relationship Officer - Investments & Cross Sell Function
Aditya Birla Capital Limited
2015.11 - 2017.10
TYB.Com. - undefined
CHM College
Master of Management Studies (MMS) -
CHM College