SWATI CHACHAN
Private Banking Expert
Gurgaon,HR
Summary
Detail-oriented financial services expert with extensive experience in client onboarding and transaction execution. Known for strong analytical skills and a commitment to maintaining regulatory compliance, ready to support organizational growth and client success.
Overview
8
8
years of professional experience
Work History
Private Banking Assistant
ICICI Bank
01.2025 - Current
- Maintained strong relationships with high-net-worth clients through excellent communication and timely responses to inquiries.
- Prepared financial documents and reports for client meetings, ensuring accuracy and compliance.
- Managed daily operations, including account maintenance, service requests, and documentation preparation.
- Assisted clients with account inquiries and transaction processing to enhance customer satisfaction.
Deputy Branch Manager
ICICI Bank
04.2023 - 12.2024
- Supervised daily branch operations, ensuring compliance with regulatory standards and internal policies.
- Conducted regular audits of branch operations to identify areas for improvement and implement corrective actions.
- Acted as interim Branch Manager during vacations or absences from work; providing seamless leadership continuity without sacrificing operational efficiency.
- Assisted Branch Manager in budget preparation, monitoring expenses closely to prevent cost overruns or wasteful spending.
- Implemented risk management protocols, reducing financial losses due to fraud or operational errors.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Enhanced Due Diligence of the customer transaction and profile
Wealth Manager
ICICI Bank
08.2021 - 03.2023
- Conducted comprehensive financial assessments to identify client needs and risk profiles.
- Developed tailored investment strategies to meet diverse client financial goals.
- Analyzed market trends to provide timely advice on portfolio adjustments and opportunities.
Service Manager
ICICI Bank
10.2018 - 07.2021
- Led customer service initiatives to enhance client satisfaction and retention.
- KYC, Financial Transaction execution and EDD
- Resolved customer complaints in a professional and timely manner.
- Collaborated with cross-functional teams to align service strategies with business objectives.
Education
MBA - Finance And Marketing
JAIPURIA INSTITUTE OF MANAGEMENT
Lucknow, India04.2015
B.Com Honors -
Calcutta University
Kolkata, India03.2013
Skills
Compliance Manager
Portfolio analysis
Transaction processing
Financial planning
Banking operations
Client onboarding
Banking regulations
Problem-solving
Multitasking
Critical thinking
Relationship building
Timeline
Private Banking Assistant
ICICI Bank
01.2025 - Current
Deputy Branch Manager
ICICI Bank
04.2023 - 12.2024
Wealth Manager
ICICI Bank
08.2021 - 03.2023
Service Manager
ICICI Bank
10.2018 - 07.2021
MBA - Finance And Marketing
JAIPURIA INSTITUTE OF MANAGEMENT
B.Com Honors -
Calcutta University