Swarup Sagar
BANKING PROFESSIONAL
Delhi
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure senior position. Ready to help team achieve company goals.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Wealth Manager
STATE BANK OF INDIA
Delhi
08.2021 - Current
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Helped clients make informed decisions about financial future.
- Created financial models to analyze and evaluate investment strategies.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Researched and evaluated potential investment products for clients.
- Monitored and updated financial plans to comply with client goals.
- Collaborated with clients to develop customized investment portfolios.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on financial topics and best practices.
- Advised clients on investments, retirement and estate planning.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Branch Manager
State Bank Of India
Nashik
07.2020 - 07.2021
- Maintained friendly and professional customer interactions.
- Engaged employees in business processes with positive motivational techniques.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Boosted sales and customer loyalty through incentive programs.
- Launched new training program to boost employee skills and staff retention rate.
- Complied with regulatory guidelines and requirements.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Generated financial and operational reports to assist management with business strategy.
Marketing Manager
State Bank Of India
Nashik
10.2018 - 06.2020
- Utilized market trends and target audience statistics to effectively and appropriately market products.
- Managed workflow between staff, coordinating documents, planning, and creative material distribution.
- Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Executed search engine marketing, advertising and public relations campaigns to generate demand and sales leads.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
- Managed marketing budget and associated P&L to develop and execute marketing strategies, budgets and sales plans for business segments.
- Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
- Launched successful digital marketing campaigns that achieved goals for increased website traffic.
- Secured long-term accounts by recommending strategies to promote brand effectiveness and highlight product benefits.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
- Conducted market research to identify new opportunities and target markets.
- Optimized email campaigns to increase open and click-through rates.
- Created and managed social media campaigns to increase brand engagement.
Credit Manager
State Bank Of India
Delhi
07.2017 - 09.2018
- Reported key performance indicators to department heads for management of positive cash flow and to adjust credit risk policies and procedures.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Streamlined processes for early identification of potential credit system and monitoring problems.
- Attended ongoing professional training to facilitate accurate and productive credit management.
- Developed strategies to expedite payments and customer resolutions.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Work cross-functionally with sales, management and other departments to maintain effective operations.
Probationary Officer
State Bank Of India
Delhi
06.2015 - 06.2017
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Discussed financial options with clients and provided informed suggestions.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Networked to identify potential new clients and expand geographic territories.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Project Manager
Wipro
Noida
06.2012 - 09.2013
- Planned, designed, and scheduled phases for large projects.
- Met project deadlines without sacrificing build quality or workplace safety.
- Identified plans and resources required to meet project goals and objectives.
- Provided detailed project status updates to stakeholders and executive management.
Education
Bachelor Of Technology - Computer Engineering
Amity University
Noida 08.2008 - 05.2012
Skills
Business Development
Investment planning
Financial planning
Stock market understanding
Mutual funds
Retirement needs
Mutual funds and liabilities
Insurance decisions
Investment advice
Multitasking Abilities
Interpersonal Communication
Analytical and Critical Thinking
Accomplishments
- DID A BUSINESS OF AROUND 85 CRORES MUTUAL FUND IN LAST 14 MONTHS.
- FOR FY 2023-24 , DID INSURANCE BUSINESS OF MORE THAN 1 CRORE 15 LACS UNDER MY CIF.
- WAS HEADING A BRANCH AS A BRANCH MANAGER IN MAHARASHTRA WERE I WAS RANKED 2nd IN WHOLE STATE FOR GOLD BUSINESS.
- Supervised team of Number staff members.
Certification
JAIIB
Timeline
CAIIB
11-2022
Wealth Manager
STATE BANK OF INDIA
08.2021 - Current
Branch Manager
State Bank Of India
07.2020 - 07.2021
Marketing Manager
State Bank Of India
10.2018 - 06.2020
JAIIB
07-2018
Credit Manager
State Bank Of India
07.2017 - 09.2018
Probationary Officer
State Bank Of India
06.2015 - 06.2017
Project Manager
Wipro
06.2012 - 09.2013
Bachelor Of Technology - Computer Engineering
Amity University
08.2008 - 05.2012