Shruti Jaiswal
Manager at Kotak Mahindra Bank
- Role
- Manager at Kotak Mahindra Bank
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Shruti Jaiswal
Manager with 3 years of experience in the banking industry, specializing in mutual funds, insurance, and portfolio management. Skilled in helping clients grow and manage wealth through tailored financial solutions. Passionate about delivering value-driven, client-focused investment strategies.
Experience
Manager
Jun 2025 — Present · Bengaluru, IN
Manage a high-value portfolio of HNI clients, offering tailored investment and banking solutions.Provide strategic wealth advisory services across asset classes including mutual funds, PMS, AIFs, fixed income, and insurance products.Deepen client relationships by identifying opportunities for cross-selling and holistic financial planning.Conduct regular portfolio reviews to align with evolving client goals, market conditions, and regulatory changes.Collaborate with internal product, research, and operations teams to ensure seamless service delivery and execution.Maintain strict adherence to compliance, regulatory guidelines, and internal risk frameworks.
Education
Manipal Academy of Higher Education
Post Graduation in Banking and Finance
Birla Global University
Bachelor of Business Administration - BBA
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