Swati Sharma
New Delhi
Summary
Expert in managing daily branch operations with a focus on compliance and regulatory standards. Proven track record in optimizing operational procedures and enhancing team performance. Strong capabilities in problem-solving, relationship management, and strategic planning. Achievements include significant improvements in operational efficiency and customer satisfaction metrics.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Operations Manager
Utkarsh Small Finance Bank LTD
Delhi
11.2023 - Current
- Optimized branch operations through strategic development and implementation of best practices.
- Conducted routine audits to identify improvement opportunities in operational processes.
- Monitored staff performance, delivering constructive feedback to enhance productivity.
- Managed inventory levels for cash, supplies, and resources to ensure operational efficiency.
- Ensured compliance with banking regulations and internal policies for risk mitigation.
- Coordinated customer service initiatives alongside training programs to elevate team performance.
- Resolved customer complaints promptly, enhancing overall customer satisfaction.
Banker Authorizer
IDFC First Bank
Delhi
10.2022 - 08.2023
- Delivered customer service to bank clients by resolving inquiries and complaints promptly.
- Verified customer identities using government-issued identification documents for security compliance.
- Monitored regulatory changes affecting banks and updated internal policies accordingly.
- Conducted daily reconciliation of bank accounts to maintain accurate financial records.
Service Relationship Manager (Wealth Management)
ICICI Bank LTD
New Delhi
07.2021 - 10.2022
- Managed portfolios of wealth clients, ensuring alignment with service requirements.
- Executed aggressive investment strategies to maximize client returns.
- Cultivated strong client relationships through effective communication, enhancing loyalty.
Customer Service Manager
ICICI Bank LTD
New Delhi
06.2017 - 06.2021
- Working in branch banking sales and operations since 2017.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Deputy Manager
ICICI Bank LTD
Hyderabad
11.2015 - 05.2017
- Worked in CMS payments and collection team at Hyderabad Corporate office Gachibowli.
- Worked in Advanced Excel.
- Took voluntary transfer from Hyderabad to New Delhi in Branch Banking.
Education
MBA - Banking And Finance
NMIMS University
Mumbai01-2025
Post Graduate Diploma - Banking
ICICI Manipal Academy
Bangalore01.2016
Bachelor of Pharmacy - Pharmacy
Himachal Pradesh University
Shimla, Himachal Pradesh10.2013
12th -
Adarsh Public School
Hamirpur05.2008
Skills
Problem-solving abilities
- Adaptability to new technologies
- Effective communication
- Inventory management
- Staff supervision
- Compliance reporting
- Interpersonal skills
- Multi-tasking
- Branch operations management
- Customer relationship management
- Team building
Certification
- Present, NISM (Depository)
- Presently, I am a NISM (Mutual Funds) and AMFI certified professional since 2017
- Present, IRDA SP certified for life insurance and general insurance, IRDA certified professional since 2017
Accomplishments
- Won scholarship in 10th standard on state level with 91st state rank.
- Qualified in various Banking Contests and won certificates of appreciation from Senior Managements.
- Got several letter of appreciations from HNI Clients for prompt services and quick actions.
Hobbies and Interests
- Travelling New Places
- Listening music
- Watching movies
Languages
- Hindi
- English
Personal Information
- Date of Birth: 06/04/91
- Gender: Female
- Nationality: Indian
- Driving License: None
- Place of Birth: New Delhi
Affiliations
- Branch management with a good audit rating
- Branch was highlighted in many areas of sales targets
- The team is achieving targets on a monthly basis
Languages
Hindi
First Language
English
Beginner
A1
Timeline
Branch Operations Manager
Utkarsh Small Finance Bank LTD
11.2023 - Current
Banker Authorizer
IDFC First Bank
10.2022 - 08.2023
Service Relationship Manager (Wealth Management)
ICICI Bank LTD
07.2021 - 10.2022
Customer Service Manager
ICICI Bank LTD
06.2017 - 06.2021
Deputy Manager
ICICI Bank LTD
11.2015 - 05.2017
MBA - Banking And Finance
NMIMS University
Post Graduate Diploma - Banking
ICICI Manipal Academy
Bachelor of Pharmacy - Pharmacy
Himachal Pradesh University
12th -
Adarsh Public School
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