SHWETA PRADEEP VERMA
MUMBAI
Summary
Accomplished Branch Manager with extensive experience at Unimoni Financial Services Ltd, specializing in foreign exchange management and fostering strong customer relationships. Demonstrated ability to elevate team performance through innovative solutions and exceptional communication skills. Committed to maintaining compliance and operational excellence, achieving zero error rates in cash handling and transactions. Career objectives include further enhancing financial service operations and driving organizational success.
Overview
17
17
years of professional experience
Work History
Branch Manager
Unimoni Financial Services Ltd
Mumbai
10.2021 - Current
- Actively participated in training sessions conducted by senior staff members in order to stay abreast of new industry developments.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Explained foreign exchange rates to customers and answered questions regarding currency conversion.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Balanced daily cash reports against receipts from all foreign exchange transactions.
- Established relationships with key clients, while maintaining existing customer base.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
- Followed all company policies related to cash handling procedures while processing customer transactions.
- Maintained records of export transactions in accordance with company procedures.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Prepared staff work schedules and assigned team members to specific duties.
- Provided administrative support to department managers including correspondence control, document preparation, data entry and report generation.
- Managed inventory and supplies to ensure materials were available when needed.
- Worked with cross-functional teams to achieve goals.
- Maintained compliance frameworks, policies and documentation to support audits.
- Verified documentation against compliance standards and communicated deficiencies to resolve issues.
- Completed day-to-day duties accurately and efficiently.
Business Development Manager
JB Forex Pvt Ltd
Mumbai
03.2019 - 09.2021
- Greeted customers and provided assistance with foreign exchange transactions.
- Provided excellent customer service while handling customer inquiries and complaints in a professional manner.
- Explained foreign exchange rates to customers and answered questions regarding currency conversion.
- Maintained up-to-date knowledge of relevant laws and regulations pertaining to foreign exchange products or services.
- Ensured adherence to all applicable policies, procedures, standards, guidelines when processing foreign exchange transactions.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Managed cash drawer operations including opening and closing the till as well as counting money at the start and end of each shift.
- Identified needs of customers promptly and efficiently.
Branch Manager
UAE Exchange & Financial Services Pvt Ltd
Mumbai
10.2010 - 09.2018
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Maintained up-to-date knowledge of relevant laws, rules and regulations governing Forex operations.
- Provided training and guidance to new employees on proper currency handling techniques.
- Verified amounts and integrity of every check or funds transfer.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Supported outside sales force in servicing and obtaining new business.
- Conducted regular meetings with employees to discuss goals and performance issues.
- Designed sales and service strategies to improve revenue and retention.
- Established relationships with corporate clients to identify potential business opportunities.
- Maintained detailed database of compliance data, activities and actions taken.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Worked towards common goals with diverse colleagues, ensuring seamless operations.
- Managed inventory and supplies to ensure materials were available when needed.
- Helped customers find specific products, answered questions, and offered product advice.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Processed sales transactions to prevent long customer wait times.
- Worked effectively in team environments to make the workplace more productive.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Customer Service Executive
Blue Dart Express Ltd
Mumbai
07.2009 - 09.2010
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Identified opportunities for process improvement within the customer service department.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Completed day-to-day duties accurately and efficiently.
- Worked effectively in team environments to make the workplace more productive.
Telemarketing Executive
Just Dial.Com
Mumbai
06.2008 - 05.2009
- Contacted private individuals or businesses by telephone to solicit sales.
- Helped team meet rolling sales goals by maintaining proficiency in company systems, scripts, and procedures.
- Identified potential opportunities to upsell products or services.
- Followed up on leads generated by marketing campaigns in order to convert them into customers.
- Developed and implemented telemarketing scripts to ensure consistency in customer service.
- Collaborated with other teams such as Sales Support and Customer Service to provide a comprehensive service experience for customers.
- Updated customer information in the database accurately.
- Gathered feedback from customers after each call in order to improve future performance.
- Responded to customer inquiries via telephone, email, or chat applications.
Manager
RR Sen and Bros Pvt Ltd
Mumbai
01.2019
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Calculated and recorded foreign exchange transactions accurately according to standard operating procedures.
- Resolved customer inquiries and complaints in a timely manner while providing excellent customer service.
- Transmitted orders to supply cash to meet daily needs.
- Developed relationships with customers in order to increase repeat business opportunities.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Adhered to all applicable banking laws, regulations, and guidelines when processing foreign exchange transactions.
Education
Bachelors - Commerce
Kalina University
Mumbai01.2007
Higher Secondary Certificate -
Chetana Hazarimal Somani College of Arts and Commerce
Mumbai01.2004
Secondary School Certificate -
Purshottam High School
Mumbai01.2002
Skills
- Foreign Exchange
- Swift Transfer
- Travel cards
- Customer Relationship
- Effective Communicator
- Resourcefulness
- Problem Solving Ability
- Business Development
- Sales
- Operations
- Compliance handling
- Foreign exchange management
- Regulatory compliance
- Cash handling procedures
- Team leadership
- Employee training
- Ethical leadership
- Know your customer
Languages
- English
- Hindi
- Marathi
Hobbies and Interests
- Listening to soft music
- Cooking
- Travelling
Personal Information
- Date of Birth: 08/30/85
- Gender: FEMALE
- Nationality: INDIAN
- Marital Status: UNMARRIED
Profile - Career Objective
Endeavor to meet high standards set by organisation and consistently contribute my service to an organisation that encourages professional and personal development.
Languages
English, Hindi
First Language
Marathi
Beginner
A1
Timeline
Branch Manager
Unimoni Financial Services Ltd
10.2021 - Current
Business Development Manager
JB Forex Pvt Ltd
03.2019 - 09.2021
Manager
RR Sen and Bros Pvt Ltd
01.2019
Branch Manager
UAE Exchange & Financial Services Pvt Ltd
10.2010 - 09.2018
Customer Service Executive
Blue Dart Express Ltd
07.2009 - 09.2010
Telemarketing Executive
Just Dial.Com
06.2008 - 05.2009
Bachelors - Commerce
Kalina University
Higher Secondary Certificate -
Chetana Hazarimal Somani College of Arts and Commerce
Secondary School Certificate -
Purshottam High School
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