NIKSHITHA B KULAL
Udupi,India
Summary
Professional with extensive experience in administrative support, client relations, and office management. Skilled in MS Office, CRM systems, and data entry, with expertise in calendar management, travel coordination, and documentation. Known for strong communication, strategic planning, and leadership capabilities. Multilingual and adept at problem-solving in high-pressure environments, aiming to improve organizational efficiency and foster team collaboration.
Overview
10
10
years of professional experience
2026
2026
years of post-secondary education
Work history
Preferred Relationship Manager
HDFC Bank
Udupi, India
09.2020 - 06.2025
- Handled HNI client relations, banking services, and cross-functional admin work.
- Scheduled meetings, processed documents, and supported backend coordination.
- Maintained customer databases, follow-ups, and product pitching.
- Ensured operational accuracy in processing financial products and reports.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Carried out day-to-day duties accurately and efficiently.
- Oversaw daily operations to achieve high productivity levels.
- Completed duties to deliver on targets with accuracy and efficiency.
Senior Financial Services Manager
ICICI Prudential Life Insurance
Udupi, India
06.2015 - 09.2020
- Managed client portfolios and policy servicing.
- Coordinated training programs and internal reporting.
- Acted as liaison for customer service queries and claims follow-up.
- Assisted team with internal data management and field-level support.
- Carried out day-to-day duties accurately and efficiently.
- Worked flexible hours, covering nights, weekends and bank holidays.
- Improved efficiency and productivity by acquiring new skills.
- Completed customer orders with speed and accuracy.
- Oversaw daily operations to achieve high productivity levels.
Education
MBA - Finance & Marketing
MSNM Besant Institute of PG Studies
BBM - Business Management
Mulki Sunder Ram Shetty College
Skills
- MS Office (Excel, Word, PowerPoint)
- Administrative & Secretarial Tasks
- Sales & Client Communication
- Calendar & Travel Arrangements
- Multi-departmental Coordination
- CRM Systems & Data Entry
- Office Coordination & Support
- Email Management & Call Handling
- Financial Product Understanding
- Documentation & Reporting
- Calm under pressure
- Communication skills
- Team building
- Strategic planning
- Leadership
- Resourcefulness
- Multilingual
- Problem-solving
Accomplishments
- MDRT (Million Dollar Round Table) Qualifier - South Korea
- MDRT Qualifier - London
- Consistently surpassed revenue targets in previous financial roles.
- Received 'Best Performer' recognition at HDFC Bank branch level.
Languages
English
Fluent
Kannada
Native
Hindi
Fluent
Tulu
Native
Affiliations
- painting
- Practicing yoga
- Learning new skills
- Classical Dance
Personal Information
- Date of birth: 05/25/93
- Nationality: Indian
Custom
Open to relocate globally within 2 months
Work availability
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Preferred Relationship Manager
HDFC Bank
09.2020 - 06.2025
Senior Financial Services Manager
ICICI Prudential Life Insurance
06.2015 - 09.2020
BBM - Business Management
Mulki Sunder Ram Shetty College
MBA - Finance & Marketing
MSNM Besant Institute of PG Studies
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