Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Swati Vagal

Swati Vagal

Banking
Vasai

Summary

To achieve a challenging position where i can effectively contribute my skills & abilities in an atmosphere of mutual trust benefits to both organization & myself. Objective – An enthusiastic go get achiver kind of a person, Highly reliable committed, willing to work for an An organization that will utilize my skills & Professional experience. Concept – My skill to adapt to any situation with dedication Commitment & integrity which helps me Significantly to discharge my duties As a professional. Given up an opportunity i Am confident of facing up to any challenge in work. I hereby declare that all the above information is true to the best of my knowledge. Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker, and consensus builder. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

19
19
years of professional experience
2
2
years of post-secondary education
3
3
Languages

Work History

Team Leader

Kotak Bank
Mumbai
05.2022 - Current
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Built strong relationships with customers through positive attitude and attentive response.

WEALTH MANAGER

ICICI BANK
07.2018 - Current
  • Handling the Wealth customers Relationship of Bank
  • Cross selling All Assets & Wealth product of the bank
  • Opening saving and current accounts
  • Handling Account/ Fixed Deposit
  • Dealing in foreign currency for buying & selling (Remittance)
  • Handling Portfolio customer enquiry / providing after sales service
  • Personally visiting to Portfolio Customers & Generating Business

SALES AND SERVICE MANAGER (GRADE MANAGER)

STANDARD CHARTERED BANK
06.2016 - 07.2017
  • Handling the GMM customer Relationship of Bank
  • Cross selling All Assets & Wealth product of the bank
  • Opening saving accounts
  • Handling Account/ Fixed Deposit
  • Dealing in foreign currency for buying & selling (Remittance)
  • Handling Portfolio customer enquiry / providing after sales service.

RELATIONSHIP MANAGER (GRADE DEPUTY MANAGER)

03.2015 - 04.2015
  • Handled Select Customer Relationship of the bank (Portfolio Size 2.78
  • Cross selling All Assets & Wealth product of the bank
  • Profile Updation of the customer
  • Opening Current and saving account
  • Handled Portfolio customer enquiry / providing after sales service
  • Personal visit to Portfolio Customer & Generating Business

PERSONAL BANKER (ASSISTANT MANAGER)

HDFC BANK LTD
08.2012 - 03.2015
  • Handled the classic customer Relationship of Bank
  • (Portfolio Size 16 Cr.)
  • Cross selling all the product of the Back
  • Profile updation of classic customer
  • Opening current & saving account
  • Handled Portfolio customer enquiry / providing after sales service
  • Handled Account/ Fixed Deposit / Recurring Account Opening
  • Personal visit to Portfolio Customer & Generating Business
  • Lobby Management
  • Handled lockers of the bank as a locker custodian
  • Handled Operational work (BJR checking / Fund Transfer / RTGS / NEFT)
  • Handling cash counter taking care of cash in & out
  • Dealing in foreign currency for buying & selling
  • Providing Forex rate to customer
  • Making DD / MC
  • Tracking records of receipt & vouchers
  • Maintaining records of deliverables (Vault / instant account opening kits)
  • Selling gold & Silver Bars
  • ACHIVEMENTS
  • Received certificate of Appreciation towards valuable contribution in Mutual Funds for the FY 2013, 2014
  • Received certificate of Recognition towards campaign scheduled for the Month of

ASSISTANT MANAGER

BANKA ASSURANCE CHANNEL
05.2014 - 09.2014
  • Received certificate of Appreciation towards valuable contribution for Gold Loan business the Month of January 2014
  • Received certificate of Achievement for meeting the target of current account inflows in December 2013
  • WORKED WITH ICICI PRUDENTIAL AS

AUDIT & DOCUMENTATION

04.2012 - 08.2012
  • COMPLIANCE
  • Ensure strict adherence to the group code of conduct
  • Follow all related procedures/documentation as per the procedure manual
  • ACHIVEMENT
  • Received Award of Recognition in the month of September 2016 for achieving insurance target., Selling various insurance plans of the company to the ICICI customers
  • Logging Policy
  • Generating Policy Number
  • Provided after sales services about insurance to the customer
  • Opening current & saving account of ICICI Bank.

CUSTOMER SERVICE EXECUTIVE OFFICER CUM COLLECTION OFFICER / SALES OFFICER

STANDARD CHARTERED BANK
05.2006 - 07.2010
  • To effectively telecall all delinquent account holder / card holder in consumer bank portfolio in order to :
  • Reduce front end flows into provision buckets
  • Optimize service quality
  • Minimize collection cost
  • Maintaining productivity standards
  • Provide feedback on profiles & portfolio issue
  • Ensure 100% account coverage
  • Sales the product of platinum debit card
  • Minimize card holder attrition & cross sales the different product of the bank as per the customer requirement
  • REVENUE GENERATION
  • Service oriented tele calling to minimize card holder attrition
  • Increased customer satisfaction through timely customer complaint redressal
  • DOCUMENTATION / COMPLIANCE
  • Ensure strict adherence to the group code of conduct
  • Follow all related procedures/documentation as per the procedure manual
  • ACHIVEMENTS
  • Received certificate of excellence for the performance in collection for the month of July 2006
  • Received certificate of excellence for the performance in collection for the month of Feb 2007
  • Received certificate of INSURANCE CHAMPION FOR THE PERFORMANCE OF FEB 2010
  • Received certificate of INSURANCE CHAMPION FOR THE PERFORMANCE OF MAR 2010.

SUPERVISOR

WORKED WITH
09.2004 - 04.2006
  • Ensure 100% account coverage
  • Reduce front end flows into provision buckets
  • Provide feedback on profiles & portfolio issue
  • Allocating cases to the field executive & tele callers.

Education

Graduation - Commerce

Mumbai University
Kalina Santacruz East
07.2006 - 10.2008

Skills

Gender: -FemaleMarital Status: -MarriedNationality: -IndianTECHNICAL KNOWLEDGE:-Basic knowledge of Microsoft Office 2000, Dtp, Internet

Daily workflow improvement

Client Service

Complaint resolution

Sales expertise

MS Office

Daily workflow improvement

Accomplishments

  • Gradation
  • Graduation with bachelor of commerce in Oct
  • 2008, from Mumbai University Santakruz, Kalina (E)
  • Under Gradation
  • Higher secondary certificate exam in March 2001, from Chinai College of Commerce & Economics, Andheri (E) (University of Mumbai) in Second Class
  • Secondary School Certificate Exam in March 1999, from Vidhya Mandir High School, Dahisar (Maharashtra Board) in first Class.

Timeline

Team Leader

Kotak Bank
05.2022 - Current

WEALTH MANAGER

ICICI BANK
07.2018 - Current

SALES AND SERVICE MANAGER (GRADE MANAGER)

STANDARD CHARTERED BANK
06.2016 - 07.2017

RELATIONSHIP MANAGER (GRADE DEPUTY MANAGER)

03.2015 - 04.2015

ASSISTANT MANAGER

BANKA ASSURANCE CHANNEL
05.2014 - 09.2014

PERSONAL BANKER (ASSISTANT MANAGER)

HDFC BANK LTD
08.2012 - 03.2015

AUDIT & DOCUMENTATION

04.2012 - 08.2012

Graduation - Commerce

Mumbai University
07.2006 - 10.2008

CUSTOMER SERVICE EXECUTIVE OFFICER CUM COLLECTION OFFICER / SALES OFFICER

STANDARD CHARTERED BANK
05.2006 - 07.2010

SUPERVISOR

WORKED WITH
09.2004 - 04.2006
Swati VagalBanking