Investment Officer

SWATI AGARWAL

Mobile: +998*********, Email: ***********@*****.***

To obtain a responsible career position, wherein I can utilize my skills and practical experience for making a significant contribution to the development, growth & success of the employer organization

SKILLS & COMPETENCIES

Skilled at building lucrative business relationships

Customization and analysis of reports

Adept at handling general banking functions in co-ordination with internal/external departments for smooth business operations.

Hands-on experience in working with banking software such as Finacle, FCRM, E-Search.

Effective team player

Possess excellent communication, organizational and analytical skills.

WORK EXPERIENCE

Paramount International Preschool, Tashkent as a Lead Teacher – since Jul’20 – till date

Designing and conducting lesson plan and activities on weekly basis as per IPC curriculum

Teaching the subjects including language arts, numeracy, social-emotional, creative arts, sciences and motor skill

Using variety of activity to motivate and stimulate children’s participation ability (song, stories, prop, games, art, outdoor activities)

Plan and organize field trips and plan logistics

Assessing the knowledge understanding of student and helping the students to overcome their weakness

Updating and creation of soft board material, class room décor for visual learning

Guiding the assistant teacher to organize the learning material and resources

3C’s own entrepreneurship March’13 till June’18 (Ghana, Tanzania & Kenya)

Conducting summer program for children

Home Tutoring to Primary kids

Selling of handmade art & craft items

ICICI Bank Limited, New Delhi - Since 26th March ’2008 to 28th Feb.,13

As Customer Service Manager (Branch Banking)

Worked in Role of Relationship Manager since July 2011 to 28th Feb’13

Acquiring new business cliental -saving account, current account as per KYC norms

Seeing a gamut of day-today operations like Issuance of DD/PO to clients, RTGS/NEFT/Cheque Transfers, FD, RD, cash handling, vault inflow and outflow regulation etc.

Giving servicing to HNI customers related to their banking needs and offering third party products

Handling the deliverables like cheque books, debit cards, cheque returns

Mapping the client’s requirements and providing them expert advisory services pertaining to selection of right product.

Understanding customer requirement and selling them fee products like SIP, Life Insurance And General Insurance

Handling escalation internal as well as external within TAT time

Five S tracking in banking day to day operation.

Ensuring compliance with statutory requirements laid by acts governing Banking Regulations.

Maintaining and reporting daily sales MIS

Weekly and monthly MIS tracking of cash inflow and outflow in customer accounts mapped

Worked in Role of Asset Manager since 26th March 2008 to July’11

Sourcing of home, personal and auto loans to existing as well as new customers

All paper verification and loan assessment

Providing asset services inquiries regarding loan tenure and interest rate, prepayment, part payment

Handling original home loan documents as well no objection certificates.

Training Attended:

Attended various HR trainings on Personal Effectiveness, Banking Operations

GetIt!Infoservices Ltd., Jaipur (03rd Jan'2007 to March 2008)

As Sr.Executive – Marketing

Generation of new business development.

Advertising needs to be recognized.

Handling enquiries, objections of customer.

Maintaining cliental relationship.

Prior preparation and planning of customer product, market and its competitor

INTERNSHIP

(As a part of MBA Program)

Rural Channel Group of ICICI Bank, NewDelhi ( May’2004 to June’2004)

As Management Trainee

“Marketing of Group Health Insurance & Accidental Insurance Business” to NGOs & TASC

Preparation database and selling group insurance to NGOs, Trusts, Association, Societies and Co-operatives.

Customer satisfaction survey and identify loopholes affecting the sales.

ACADEMIC CREDENTIALS

Professional Qualification

Two Years Full-time Post Graduate Programme in Management from Aravali Institute of Management, Jodhpur, Rajasthan with 6.33 CGPA in year 2004-06.

Bachelor of Commerce from Sophia Girls College, Maharishi Dayanand Saraswati University, Ajmer, Rajasthan with aggregate 52.33% marks in year 2000-03.

Senior Secondary from Raj Kumar College, I.S.C. Board, Raipur, Chhattisgarh with 72% marks in year 1999-2000.

COMPUTER PROFICIENCY

Well versed with MS-Office Suite & Internet Applications

PERSONAL DETAILS

Date of Birth : 10th July 1982

Permanent Address : 33, Indraprasth Colony, Ram Nagar Sodala, Jaipur, Rajasthan, India

Husband Name

& Profession : CA Abhishek Agarwal – Commercial Manager, Indorama LLC

Languages known : English, Hindi

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