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Kamal N.

Premier Banker @Wells Fargo

Birmingham, AL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Premier Banker @Wells Fargo

Birmingham, AL, US

Supported a portfolio of high-net-worth clients by implementing tailored financial strategies in lending andinvestment.• Performed credit analysis and risk assessments to aid financial advisors\' decision-making, which streamlinesapprovals.• Developed Excel dashboards to improve forecasting and revenue tracking, reducing manual reporting time.• Improved client experience by enhancing internal processes with cross-functional teams.• Increased client retention by 30% through consistent service and financial guidance.

EDUCATION

2020 — 2024

University of Alabama at Birmingham

Bachelors of Science

ABOUT KAMAL N.

B.S. In Finance from The University of Alabama at Birmingham

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