Shweta Jain
New Delhi
Summary
Over 20+ years of experience in Banking Sector which includes Business Acquisition, Relationship Management, Customer service, Loans, Sales, Trade, clearing & general banking. Having 4 Years of core competency in managing team & building an outstanding reputation with the customers & team members. Successfully managed audits in the unit. Effective application of studies in running successful process operations. Experience of developing a customer relationship solely. Capable of handling pressures & develop strategies for people and the products. A thorough professional with a proactive attitude, capable of thinking in and out of the box, generating new design solutions and ideas. Possess excellent exposure of banking and core competency in organizational skills with proven abilities in Team management, customer relationship management and planning.
Overview
25
25
years of professional experience
Work History
Associate Director, CMB
Standard Chartered Bank
02.2024 - Current
- Working as a Senior Relationship Manager in Business banking under Platinum segment
- Acquisition of new business & developing channels for acquiring new business
- Engaged with top business councils & Law firms for business generation
- Managing revenue growth, target achievement, business development & acquisition
- Developing network through client engagements, knowledge sessions & events
Vice President, CMB
HSBC
11.2010 - 12.2023
- Worked as a Senior Relationship Manager in Business banking
- Acquisition of new business & developing channels for acquiring new business
- Worked as Client Service Manager in Global Trade Receivable Finance
- Developing relationships through client engagements, knowledge sessions & Trade Academies
- Involved in digital set up activation for online transaction for clients
- Have handled the portfolio of Business Banking clients for 7 years, managing complete banking solutions
- Bagged prizes for being top Acquisition RM PAN India from last two years
- Have been consistently rated as Top Performer in last five years
- Was promoted as Manager from Assistant Manager within the span of two years
- Was promoted as Vice President within a year of moving to Relationship Management
- Cleared FEDAI exam in July 2022
- Cleared JAIIB exam in Sept 2022
Associate Customer Service Manager, SME
Standard Chartered Bank
02.2003 - 04.2010
- Worked as Associate Customer Service Manager in SME unit & actively involved in daily reports, clearing & trade needs of the customers
Reservation Sales Agent
Royal Airways
01.2001 - 12.2001
- Worked as reservation sales agent
- Was involved in air ticketing & reservation of flights
Customer Service Manager
Le Meridian
01.2000 - 12.2000
- Worked as a Marketing Trainee directly under Area Sales Manager
- Involved in sales & customer service
Education
B.Com. - Commerce Stream
Delhi University
12.2000
PGDBA - Marketing
Symbiosis
XII - Commerce stream
CBSE
Skills
- Key relationship management
- Work Planning and Prioritization
- Onboarding and training
- Corporate communications
- Decision-making
- Diversity and inclusion initiatives
- Analytical thinking
Previous Assignments
- 2001, Royal Airways, Reservation Sales Agent, Worked as reservation sales agent., Was involved in air ticketing & reservation of flights.
- 2000, Le Meridian, Customer Service Manager, Worked as a Marketing Trainee directly under Area Sales Manager., Involved in sales & customer service.
Accomplishments
- Bagged prizes for being top Acquisition RM PAN India from last two years.
- Have been consistently rated as Top Performer in last five years.
- Was promoted as Manager from Assistant Manager within the span of two years.
- Was promoted as Vice President within a year of moving to Relationship Management.
- Cleared FEDAI exam in 07/2022.
- Cleared JAIIB exam in 09/2022.
- NISM certification in 06/2024.
Personal Information
Date of Birth: 08/09/80
Training
- Undergone various trainings on new banking software, Design thinking, Leadership & compliance in HSBC & SCB.
- Cleared FEDAI exam in 07/2022.
- Cleared JAIIB exam in 09/2022.
- NISM certification in 06/2024.
- Certification in AI for business from Wharton University, USA.
Profile Snapshot
Over 20+ years of experience in Banking Sector which includes Business Acquisition, Relationship Management, Customer service, Loans, Sales, Trade, clearing & general banking. Having 4 Years of core competency in managing team & building an outstanding reputation with the customers & team members. Successfully managed audits in the unit. Effective application of studies in running successful process operations. Experience of developing a customer relationship solely. Capable of handling pressures & develop strategies for people and the products. A thorough professional with a proactive attitude, capable of thinking in and out of the box, generating new design solutions and ideas. Possess excellent exposure of banking and core competency in organizational skills with proven abilities in Team management, customer relationship management and planning.
Activities
- Bagged the trophy for Yoga participated at zonal Level.
- Bagged prizes in debates in Inter-college competition.
- Bagged trophies in multiple employee engagement activities.
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Associate Director, CMB
Standard Chartered Bank
02.2024 - Current
Vice President, CMB
HSBC
11.2010 - 12.2023
Associate Customer Service Manager, SME
Standard Chartered Bank
02.2003 - 04.2010
Reservation Sales Agent
Royal Airways
01.2001 - 12.2001
Customer Service Manager
Le Meridian
01.2000 - 12.2000
B.Com. - Commerce Stream
Delhi University
PGDBA - Marketing
Symbiosis
XII - Commerce stream
CBSE