Kalpana Kasbekar
About Kalpana Kasbekar
Kalpana Kasbekar is a Relationship Manager with extensive experience in the financial services sector. She has held senior positions at IDFC Bank and Reliance Wealth Management since 2016 and 2018, respectively.
Work at IDFC Bank
Kalpana Kasbekar has been serving as a Senior Manager at IDFC Bank since 2016. In this role, she has been responsible for managing client relationships and ensuring customer satisfaction. Her tenure at IDFC Bank spans over eight years, during which she has contributed to the bank's growth and client engagement strategies in Maharashtra, India.
Current Role at Reliance Wealth Management
Since 2018, Kalpana Kasbekar has held the position of Client Services Manager at Reliance Wealth Management. In this capacity, she focuses on delivering exceptional client service and managing client portfolios. Her experience in this role has lasted for six years, allowing her to develop strong relationships with clients and enhance their investment experiences.
Previous Experience at ICICI Prudential Life Insurance
Kalpana Kasbekar worked as a Senior Financial Services Manager at ICICI Prudential Life Insurance Company Limited from 2008 to 2012. During her four-year tenure in Bombay, Maharashtra, she was involved in providing financial advice and managing client accounts, contributing to the company's service delivery in the insurance sector.
Education and Expertise
Kalpana Kasbekar completed her education at the Central Board of Secondary Education, where she studied Commerce and Business. She achieved her Bachelor's degree between 1995 and 2000. This educational background has equipped her with the necessary skills and knowledge to excel in her roles within the banking and financial services industries.