Listening to Music
Shweta Grover
Key Account Manager
Delhi
Summary
Enthusiastic and Intelligent Postgraduate with a strong and wide-ranging Finance background. Versatile, quick to analyze new situations and problems and respond accordingly. Able to work independently for long periods or as of team to meet strict deadlines and challenging objectives.
Overview
9
9
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
Work History
Key Account Manager
IndusInd Bank Ltd
08.2022 - Current
- Established key procedures for teams preparing documentation, models, and presentations.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Contacted potential clients to pursue sales and gather funds.
- Met with clients to generate new business.
Relationship Manager
Hdfc Securities ltd.
01.2020 - 07.2022
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Developed strategy to increase sales and drive profits.
- Researched companies and prepared presentations for management and prospective buyers.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched and evaluated potential investment products for clients.
Relationship Manager
Bajaj Capital Ltd
01.2016 - 11.2017
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Investment Advisor
Angel Broking Pvt Ltd
09.2014 - 12.2015
- Met with clients to generate new business and negotiate contracts.
- Contacted and lined up fellow investors to enable successful IPOs.
- Informed clients of strategies for reducing debt and maximizing savings.
- Presented financial plans and investment recommendations to clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Education
10th -
C B S E
New Delhi 03.2006 - 12.2006
12th -
CBSE
New Delhi 03.2008 - 12.2008
BBA - Management
Institute of Information Technology & Management
New Delhi 03.2008 - 08.2011
MBA - Finance & Marketing
Management Education And Research Institute
New Delhi 03.2012 - 08.2014
Skills
SQL, TALLEYundefined
Summer Internship Projects
- 1, India Info line Ltd, 10 June to 26 July,2013, Euro Zone Crisis & Its Impact on Global Economy.
- 2, HDFC Standard Life Insurance Company, New Delhi, 17th December to 17th January, 2011, A Study Based on Market Research related to Financial consultant in HDFC SLIC.
Gap Explanation
Gap between Bajaj capital Ltd and Angel broking due to I am into family business.
Achievements Participations
- Have participated in various events and won prizes in school and college level.
- Received various appreciation certificates from IITM, MERI.
- Attend various Seminars, Workshops of Management.
- Coordinated at various events in IITM, MERI.
Personal Information
Date of Birth: 03/01/90
Training
Mother Dairy, Patparganj, New Delhi Honda Manufacturing plant. Hero Motors Manufacturing Plant, Kapashera
Disclaimer
I hereby declare that the above particulars are true and correct to the best of my knowledge and belief.
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
Interests
Travelling
Watching Movies
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Key Account Manager
IndusInd Bank Ltd
08.2022 - Current
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
04-2022
NISMS08A-NISM-Series-VIII: Equity Derivatives Certification Examination
12-2020
Relationship Manager
Hdfc Securities ltd.
01.2020 - 07.2022
NISM-Series-VII: Securities Operations and Risk Management Certification Examination
08-2016
Relationship Manager
Bajaj Capital Ltd
01.2016 - 11.2017
Investment Advisor
Angel Broking Pvt Ltd
09.2014 - 12.2015
MBA - Finance & Marketing
Management Education And Research Institute
03.2012 - 08.2014
12th -
CBSE
03.2008 - 12.2008
BBA - Management
Institute of Information Technology & Management
03.2008 - 08.2011
10th -
C B S E
03.2006 - 12.2006
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