Bhawana Jaiswal
Senior Analyst
Jaipur,RJ
Summary
OBJECTIVE -
To work and grow in an organization and contribute in development of organization using creative, motivational and teamwork skill, add value and in the process become an asset to the company by reinventing my professional career.
Overview
1
1
year of professional experience
7
7
years of post-secondary education
6
6
Certifications
Work History
Wealth Manager
ICICI Bank
New Delhi
02.2021 - Current
- Responsible for managing a base of 350 HNI Clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Establishing and maintaining interpersonal relationships with clients.
- Identified issues, analyzed information and provided solutions to problems.
- Expanded customer base through community outreach and strategic business partnerships.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Research Analyst Intern
HDFC Bank
Prayagraj
05.2019 - 07.2019
- Performed the Primary & Secondary research on the topic of “Digitalization”
- Analyzed, interpreted and converted statistics into charts and graph reports to present research findings.
- Establishing a strong footprint of digitalization.
- Act as a personal banker for day -to-day operations with line & staff.
- Suggest & implement solutions for enhancing the customer experience so as to facilitate a smooth digital experience.
Education
PGDM - Finance & Operations
IMM FOSTIIMA Business School
New Delhi 06.2018 - 06.2020
Bachelor of Science - Science
Brijraj Singh Girls Degree College
Prayagraj 06.2013 - 06.2016
XII - Science
St. Anthony's Convent Girls Inter College
Prayagraj 06.2012 - 06.2013
X - Science
St. Anthony's Convent Girls Inter College
Prayagraj 06.2010 - 06.2011
Skills
MS Excel, MS Word & MS Powerpoint
Relationship Building and Management skills
Data Analysis
Good Communication skills
Team Management
Problem-Solving and Analytical skills
Certification
NISM-Series V-A: Mutual Fund Distributors Certification
Project
Data Analytics Consultant (KPMG)
Data Quality Assessment: Assessment of data quality and completeness in preparation for analysis.
Data Insights: Targeting high-value customers based on customer demographics and attributes.
Data Insights and Presentation: Using visualizations to present insights.
Timeline
Wealth Manager
ICICI Bank
02.2021 - Current
Research Analyst Intern
HDFC Bank
05.2019 - 07.2019
PGDM - Finance & Operations
IMM FOSTIIMA Business School
06.2018 - 06.2020
Bachelor of Science - Science
Brijraj Singh Girls Degree College
06.2013 - 06.2016
XII - Science
St. Anthony's Convent Girls Inter College
06.2012 - 06.2013
X - Science
St. Anthony's Convent Girls Inter College
06.2010 - 06.2011