Resume
T.Shravani
F-**, **/**, Income Tax Officers’ Qtrs
Bazullah road, T-Nagar,
Chennai-600017
Email id: ******.*@*****.***
Phone number: 984*******,28143789
Career Objective:
To work in an organization that will provide me with a suitable environment to upgrade my knowledge and sharpen my skills that I will utilize for the growth of the organization.
Work Experience
Key Responsibilty Area:-
• Financial advisory at HDFC bank.
• Worked through ADFC Company for nine months as Customer Relationship Manager.
• Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
• Analyze financial information obtained from clients to determine strategies for meeting clients'financial objectives.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Build strong cross-functional relationships for business generation through cross sell
Ensure the highest levels of service to clients.
Financial Advisor:
Primary Responsibilities Involve:-
• Directly responsible for promoting the right product to the right client.
• Manage client portfolio and deliver client delight through constant engagement with existing clientele
• Basis client suitability, offer investment products like Life Insurance, Mutual Funds, Structured products, Bonds etc to clients. Also sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched.
• Keep self updated on changes in any Market/Compliance/Regulatory processes/norms
• Ensure 100% compliance to Audits, Controls and Processes,
Enjoyed my work as achieved all my Targets and service to classic customers;
Also have deal on accounts of customers to make them to maintain a good balance in there a/cs acting as auditor and financial advisor to them
Educational Summary:
NAME OF THE DEGREE / CLASS
INSTITUATION /UNIERSITY
UNIERSITY/ BOARD
YEAR
OF
PASSING
MBA (Finance and marketing)
SRM UNIVERSITY
SRM UNIVERSITY
2010-2012
B.com(Gen)
SHRI SHANKARLAL
SUNDARBAI SHASUN JAIN COLLEGE FOR WOMEN
MADRAS UNIVERSITY
2007-10
XII
ADARSH SENIOR SECONDARY SCHOOL
CBSE BOARD
2006-2007
X
KENDRIYA VIDYALAYA SCHOOL
CBSE BOARD
2004-2005
Certificate Course &Other Skills:
Financial Management in connection with AIIMS institute;
Life skills in connection with AIIMS institute;
Investment in connection with AIIMS institute;
IT Skills (oracle, c++, visual basics, MS_Dos, Internet concepts)/hr basics, also well versed in MSOffice Tools,Tally.
Effective English speaking;
Leadership Training Programme– Behalf of Palkhivala foundation
Worked a live Project in IITM,by EDI group activities where conducted for various marketing skills.
Projects:
Entrepreneurship Development Institute,BUSINESS PLAN ON TURKEY INDUSTIRES(project)
WORKING CAPITAL in AshokLeyland (project)
Final project on STUDYON ISSUES FACED BY FOOD INDUSTRIES FOR OBTAINING CAPITAL INVESTMENT FROM PUBLIC SECTOR BANKS in MSME.
Achievements:
• Have participated in seminars n won I prize in “banking & insurance “conducted by ssss Jain college
• Have got third place in Seminar in inter college talent competition.
• Have got second prize in seminar in SRM.
• Participated in “the significance of social enterpreurship for development”.
• Have participated in various sports competitions like Basket ball, Throw ball, etc.
• Was the Runner Up in a basket ball tournament for Inter school competition.
• Have participated in various competitions in school and college like drawing /painting, group song, playing guitar in internal college competition, dance.
Personal Details:
Date of Birth : 18/03/1989
Gender : Female
Nationality : Indian
Marital Status : Single
Languages Known : English, Hindi, Telugu and Tamil
Declaration:
I hereby declare that the information given above is true to the best of my Knowledge.
Date
Place: Chennai (T.Shravani)