Simran .
About Simran .
Simran is a Client Success Manager at Upswing Financial Technologies, where she has worked since 2023. She has a diverse background in talent acquisition, business operations, and banking, with previous roles at Kotak Mahindra Bank and ICICI Bank.
Work at Upswing Financial Technologies
Simran currently serves as a Client Success Manager at Upswing Financial Technologies, a position held since 2023. Prior to this role, Simran worked in Talent Acquisition and Business Operations at the same company from 2022 to 2023. During this time, Simran contributed to initiatives aimed at creating a more inclusive infrastructure for financial services innovation and played a key role in developing a customizable banking-as-a-service stack to facilitate the launch of new banking products.
Previous Experience in Banking
Simran has a background in banking, having worked at Kotak Mahindra Bank and ICICI Bank. At Kotak Mahindra Bank, Simran held the positions of Assistant Manager from 2019 to 2021 and Deputy Manager from 2021 to 2022. At ICICI Bank, Simran worked as a Home Loan Executive for five months in 2019 and as a Customer Service Representative for eight months from 2018 to 2019. These roles provided valuable experience in customer service and operational management.
Education and Expertise
Simran is pursuing a Master of Business Administration (MBA) at Jamnalal Bajaj Institute of Management Studies (JBIMS), with studies focused on Business, Management, Marketing, and Related Support Services, expected to be completed in 2024. Additionally, Simran holds a Bachelor in Management Studies from Guru Nanak Khalsa College of Arts Science & Commerce, completed in 2018, and a Master of Commerce (MCom) from the University of Mumbai, completed in 2022.
Career Transition and Skill Development
Simran's career reflects a transition from operational roles to client-facing positions, showcasing a diverse skill set. The move from Talent Acquisition and Business Operations to Client Success Manager at Upswing Financial Technologies highlights an ability to adapt and grow within the financial services sector. This transition emphasizes expertise in both operational efficiency and client relationship management.