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Mobile and flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support.
The focus on managing high-value relationships within the premier banking segment.
Providing personalized financial advisory services, understanding the unique needs of premier clients, and delivering comprehensive banking solutions.
Stay current with industry regulations and ensure compliance with banking laws.
Implement policies and procedures to uphold regulatory standards.
Talented at selling various banking products eg: bancassurance single premium , regular premium ,bonds ,structure notes, fx spot, dca and unit trust with dedicated services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Driven by a passion for financial analysis and a knack for strategic growth, I leveraged POWER BI and advanced Excel at HDFC Bank to enhance customer financial insights, boosting income by 400%. My adeptness in relationship management and technological proficiency, including SQL and TABLEAU, have consistently propelled business improvement and client satisfaction.

Finance graduate from Duke University with expertise in short-term credit products and liquidity solutions for Fortune 500 corporate clients. Experienced in credit risk assessment at Citibank, encompassing product approvals and portfolio analysis. Currently supporting global Treasury & Trade sales for major industrial corporations, providing client pitch assistance and market research. Proven skills in financial modeling, including DCF and LBOs, with a strong desire to further enhance analytical capabilities.

Results-driven professional specializing in product implementation and cash management. Expertise in regulatory compliance and customer relationship management, ensuring effective project execution. Skilled in problem-solving and team collaboration, delivering innovative solutions that improve operational efficiency and client satisfaction.

Devina Callista

Summary

Overview

Work History

Corporate Banking - Trade Specialist

Corporate Banking Relationship Manager

Enterprise Banking Trade Specialist

Young Bankers Program

Internship - Corporate Secretary

Internship - Business Banking

Education

Master of Management -

Intensive Short Course - Marketing

Bachelor of Economics - Finance

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Timeline

Corporate Banking - Trade Specialist

Corporate Banking Relationship Manager

Master of Management -

Intensive Short Course - Marketing

Enterprise Banking Trade Specialist

Young Bankers Program

Internship - Corporate Secretary

Internship - Business Banking

Bachelor of Economics - Finance

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