Simran .
About Simran .
Simran is a Client Success Manager at Upswing Financial Technologies, where she has worked since 2023. With a background in business management and experience in various roles within the banking sector, she contributes to the company's mission of enhancing financial services innovation.
Work at Upswing Financial Technologies
Simran has been serving as a Client Success Manager at Upswing Financial Technologies since 2023. In this role, she focuses on enhancing client relationships and ensuring satisfaction with the company's services. Prior to her current position, she worked in Talent Acquisition and Business Operations at Upswing from 2022 to 2023. Simran is involved in initiatives aimed at creating a more inclusive infrastructure for financial services innovation and has contributed to building a customizable banking-as-a-service stack to accelerate the launch of new banking products.
Previous Experience in Banking
Simran has significant experience in the banking sector, having worked at ICICI Bank and Kotak Mahindra Bank. She held the position of Customer Service Representative at ICICI Bank from 2018 to 2019, followed by a role as HLE for five months in 2019. At Kotak Mahindra Bank, she served as Assistant Manager from 2019 to 2021 and later as Deputy Manager from 2021 to 2022. These roles provided her with a strong foundation in customer service and operational management within the financial industry.
Education and Expertise
Simran's educational background includes a Bachelor in Management Studies from Guru Nanak Khalsa College of Arts Science & Commerce, completed from 2015 to 2018. She pursued further studies at the University of Mumbai, where she earned a Master of Commerce (MCom) in Business, Management, Marketing, and Related Support Services from 2020 to 2022. Currently, she is studying for a Master of Business Administration (MBA) at Jamnalal Bajaj Institute of Management Studies (JBIMS), expected to complete in 2024. Her academic focus has equipped her with a solid understanding of business operations and client management.
Career Transition and Skill Development
Simran transitioned from roles in Talent Acquisition and Business Operations to her current position as Client Success Manager, showcasing her diverse skill set. This transition highlights her ability to adapt and thrive in both operational and client-facing environments. Her experience across various roles in the banking and financial services sectors has contributed to her comprehensive understanding of client needs and operational efficiency.