Swagata Bhanja
Kharagpur
Summary
Dedicated and results-driven finance professional with one year of experience in relationship management. Proven ability to build and nurture strong client relationships, coupled with a solid understanding of financial products and services. Seeking to contribute my expertise in financial analysis, risk management, and client engagement within a dynamic financial institution.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Executive
ICICI Prudential Mutual fund Amc
03.2024 - Current
- Built strong relationships, understood client needs, and provided tailored solutions.
- Identified suitable investment opportunities and managed client portfolios effectively.
- Grew a book of business through new partnerships and existing client relationships.
- Provided regular updates and performance reports to keep clients informed.
- Stayed informed about market trends and economic conditions to make informed investment decisions.
Relationship Manager
Motilal Oswal Financial Service LTD.
04.2023 - 02.2024
- Results-oriented financial advisor with strong client relationships.
- Conducts thorough financial analyses and provides personalized investment strategies.
- Focused on client education and exceptional service.
- Manages and monitors client portfolios effectively.
- Achieved sales goals and exceeded performance metrics.
- Identified new business opportunities and contributed to revenue growth.
Operation Executive (Internship)
Indian Bank
06.2022 - 08.2022
- Customer Service, Solving customer queries and requirements
- Control the handling of a range of financial operations, such as loan disbursements, fund transfers, withdrawals, and deposits
- Accept and make use of technology developments to improve operational effectiveness
- Use digital tools and financial software, and supervise their use
- Make it easier for checks and other negotiable instruments to be cleared
Education
MBA - Finance
Alliance School of Business
Bengaluru, India05-2023
B.Tech - computer Science and engineering
Narula Institute Of Technology
12.2021
Diploma - Computer science and Technology
Women's Polytechnic, Kolkata
12.2018
Skills
- Financial modeling and reporting
- Data Mining
- Microsoft Excel
- Project Management
- Microsoft Powerpoint
- Fundamentals of Finance
- Web Designing in Python
- SQL
- Python
Soft Skills
Accomplishments
06/22, Created 60+ SA with their new 'Tab Banking' feature
Certification
- NISM VA
- Advance Excel
- Project Finance
- Financial Modeling
Languages
English
Intermediate (B1)
Hindi
Upper intermediate (B2)
Bengali
Advanced (C1)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Relationship Executive
ICICI Prudential Mutual fund Amc
03.2024 - Current
Relationship Manager
Motilal Oswal Financial Service LTD.
04.2023 - 02.2024
Operation Executive (Internship)
Indian Bank
06.2022 - 08.2022
B.Tech - computer Science and engineering
Narula Institute Of Technology
Diploma - Computer science and Technology
Women's Polytechnic, Kolkata
- NISM VA
- Advance Excel
- Project Finance
- Financial Modeling
MBA - Finance
Alliance School of Business
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