Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SHWETA YADAV

NEW DELHI

Summary

Successful Financial management professional with proven success leading, supervising, and developing employees. Communicate business goals, motivate team members. Skillfully coordinate the work of team members to maintain sound financial operations. Experienced in multitasking to handle everything from budget planning to customer service in fast-paced settings.

Developed leadership and management skills within dynamic business environment, looking to transition into new field. Expertise in overseeing operations, managing teams, and improving customer service standards. Seeks to leverage these transferable skills to contribute effectively in new and challenging role.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Deputy Branch Manager

DCB BANK LTD
09.2021 - Current
  • Managing the team along with the daily operational of the bank branch
  • managing cash handling transaction and operational procedures
  • Ensuring the high level of customer satisfaction by addressing inquiries resolving issues and providing expert financial advice
  • Driving business growth by cross selling financial products and services
  • Identifying opportunities for new customer acquisition and retention
  • Monitoring branch financial performance and analysing reports
  • Implementing cost effective measures and revenue enhancing initiatives
  • Building and maintaining relationship with key customers businesses and the community
  • Preparing and submitting reports on branch performance activities and customer feedback

Senior Sales Officer

IDFC FIRST BANK
07.2019 - 09.2021
  • Responsible for developing new business and clients.

Generate new leads through cold-calling, marketing- activities, phone calls, etc.

  • Advise them banking solution like deposit and saving, current and task accounts, loans, mutual funds and investments etc
  • Maintain good customer relationship and provide them good services for future sales
  • Track and maintain all the sales activities, customer appointments and complaints and business reports etc.
  • Resolve issues with good banking services and solutions to the clients.
  • Quick informing the customer for new and all the bank products and services for cross selling
  • Providing daily report to the branch sales manager and branch manager

Sales Development Manager

HDFC LIFE INSURANCE
05.2016 - 07.2019
  • Responsible for developing new business and clients.

Generate new leads through cold-calling, marketing-activities, phone calls, etc.

  • Advise them banking solution like deposit and saving, current and task accounts, loans, mutual funds and investments etc
  • Maintain good customer relationship and provide them good services for future sales
  • Track and maintain all the sales activities, customer appointments and complaints and business reports etc.
  • Resolve issues with good banking services and solutions to the clients
  • Quick informing the customer for new and all the bank products and services for cross selling
  • Providing daily report to the branch sales manager and branch manager

Education

MBA - Financial Management

MANIPAL UNIVERSITY
JAIPUR
08-2023

BCA - BCA

VINAYKA MISSION UNIVERSITY
TAMILNADU
01-2015

High School Diploma -

SKV ADARSH NAGAR
Delhi, India
04-2012

Skills

  • Strong Leadership
  • Decision Making
  • Developing solutions
  • Training and Development
  • Risk management
  • Team Building and management
  • Operational Efficiency
  • Compliance
  • Customer Service
  • Attention to detail
  • Branch operations management
  • Client relationship management

Certification

  • NISM


  • IRDA

Timeline

Deputy Branch Manager

DCB BANK LTD
09.2021 - Current

Senior Sales Officer

IDFC FIRST BANK
07.2019 - 09.2021

Sales Development Manager

HDFC LIFE INSURANCE
05.2016 - 07.2019

MBA - Financial Management

MANIPAL UNIVERSITY

BCA - BCA

VINAYKA MISSION UNIVERSITY

High School Diploma -

SKV ADARSH NAGAR
SHWETA YADAV