Shweta Pathak
Relationship manager
Summary
An ambitious banking professional with some experience in Financial Analysis and Customer Service looking to advance my career in Banking Industry by utilizing my skills and contribute to Growth of the Organization.
Overview
5
5
years of professional experience
2
2
Certification
Work History
Deputy Manager II
ICICIBANKLTD
01.2020 - Current
- Taking care of all the Basic Banking needs of Customers like Account opening for CASA , FD , Demat , PPF , Mutual Fund etc.
- Responsible to Manage and Enhance the Wallet Size of Affluent Customers in the Portfolio.
- Responsible to resolve customer inquiries and complaints requiring management level esclations.
- Monitor and Manage Portfolio Level movement of Funds and ensure growth of Values in Portfolio.
- To generate Business leads on various assets products and coordinate with other departments for conversion of Leads.
- Creating opportunities for cross-sell on Third Party Products Mutual Funds, Life Insurance, General Insurance, Structures, Asset Products, Prepaid Cards and other transaction fee generating products.
- Generated repeat business through exceptional customer service.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Education
Postgraduation diploma in Banking -
Manipal University Bangalore
04-2020
Bachelor of Science - Zoology -
Patna Science College
04-2017
Skills
- Expertise in sales
- Operations Management
- Quick decision-making abilities
- Customer Relationship Management (CRM)
- Team Handling
- Compliance Management
Achievementsandawards
- Many Banking contest qualified
- Got Appreciation from Higher Authorities.
- IRDA certified
- NISM Certified in Both Depositary as well as in Mutual fund
Personal Information
- Passport Number: No
- Date of Birth: 03/05/1996
- Nationality: Indian
- Driving License: Yes
- Marital Status: Unmarried
Languages
- English
- Hindi
Accomplishments
- Won almost all Contests rolled out by Zonal Head and Regional Head.
Certification
- IRDA Certification
- NISM Certification
Timeline
Deputy Manager II
ICICIBANKLTD
01.2020 - Current
Postgraduation diploma in Banking -
Manipal University Bangalore
Bachelor of Science - Zoology -
Patna Science College
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