Life Insurance Summer Training

CURRICULUM VITAE

Name – Swati Gupta

Address – B-349, Sangam Gali,New Ashok Nagar, New Delhi

Email- ************@*****.***

Contact. – 882-***-****

Career Objective

To obtain dynamic and challenging role in the field of finance that will offer me the best opportunity to utilize my skills and creatively involved with system that effectively contributes to the growth of organization.

Working Experience

Working as an Associate in Ameriprise Financial Pvt Ltd ( October 2015-Present)

2.8 years of rich work experience in Advice & Wealth management and River Source Insurance and Annuities.

Educational Qualification

Degree

College

University/Board

Division

MBA

Sacred Heart Institute of Management & Technology

Uttar Pradesh Technical University Lucknow

First

B.A

Malti Devi Degree College

C.S.J.M. University Kanpur

Second

Intermediate

Bhagwat Memorial Inter College Mishrikh

U.P.Board Allahabad

First

High School

Rajeshwari Girls Inter College Mishrikh

U.P.Board Allahabad

First

Roles and Responsibilities

Hand on experience of Annuities and Insurance .

Responsible for maintaining daily report like Production Data of Team, Task assignment for team.

Maintaining Inflow status report for tracking day to day inventory volume for monthly report.

Responsible for sending out team reports like Inventory status Report, Accuracy report, Quality report.

Excellent command over MS office,MS Outlook and internal tools of company (Citrix based).

Responsible for preparing process related various reports and minutes of meeting .

handling internal queries and Advisor queries.

Auditing the process work of individual and provide trainings.

Migration of Annuities Process

Additional Information-

2 months summer training in BHARTI AXA LIFE INSURANCE on “TRAINING & DEVELOPMENT PROGRAMME”.

Actively participated in CSR contributions.

Participated with Women Interest Network for women empowerment.

Coordinator of employee engaging activity and Friday Fun team building activities.

Actively Participated in Sports and part of Women Cricket Team.

Hobbies-

Interacting and learning new things from others

Travelling, Playing chess.

Personal Details-

Date of Birth : 3rd June, 1992

Place of Birth : India

Civil Status : Single

Nationality : Indian

Languages : English & Hindi

Declaration-

I hereby declare that the above written particulars are true to the best of my knowledge and belief.

Swati Gupta

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