SWETA KANWAR
Bikaner
Summary
As a highly skilled Financial Consultant with proven success in wealth management, I have consistently exceeded expectations in developing customized financial strategies for high-net-worth individuals and families, resulting in significant growth in assets under management. My expertise in investment analysis, estate planning, tax optimization, and financial modeling enables me to provide comprehensive guidance on complex financial matters, ensuring the financial security and well-being of my clients. I am eager to leverage my skills and experience to make a meaningful contribution to your organization.
Overview
5
5
years of professional experience
Work History
Financial Consultant
Geojit Financial Services
Bikaner
02.2025 - Current
- Developed customized financial plans for high-net-worth individuals and families, resulting in a 15% increase in client assets under management.
- Provided comprehensive financial advice on matters such as retirement planning, estate planning, and tax optimization.
- Managed client relationships, building strong rapport and trust.
Partner
Startup - ASEAN Dance Classes
Bikaner
05.2024 - 01.2025
- Establishing relationship with people for opening savings, current and fixed deposit accounts.
- Mapping client's requirements and providing them expert advisory services pertaining to selection of right Investment avenues.
- Analyzing latest business trends and keeping a close eye on competitors' activities and providing valuable inputs for fine tuning sales strategies.
- Looked after Front Desk, Handled trade documents, Clearing, Customer Service Request processing etc.
- Looked after the accounts section and did budgeting for the company.
- Prepared client's ledger on daily basis.
Assistant Manager
KOTAK MAHINDRA BANK
Bikaner
08.2023 - 02.2024
Relationship Manager
AU Bank Care Health Insurance
Bikaner
01.2021 - 01.2023
- Worked as Relationship Manager in BANCA channel of AU Bank for Care Health Insurance and was looking after entire Bikaner region Branches for achieving health insurance targets.
- Worked closely with Branch Team and ensure their productivity in health insurance along with meeting the Branch budgets.
Education
Bachelor of Science -
Basic PG College, Maharaja Ganga Singh University
06.2020
SSC - Science
Yadav Bharti School, Rajasthan Board For Secondary Education
05.2017
10th -
Govt. Senior Secondary School, Rajasthan Board Gor Secondary Education
06.2015
Skills
- Joined the organisation on 15th Feb 2025
- Financial Planning
- Insurance Planning
- Portfolio Management
- Communication
- Client Relationship Management
Awards
- Top rank holder amongst the Financial Consultants since joining.
- Qualified for International Contest in JFM - Bangkok
- Best Employee Of The Month Award DJFM 2021
- Excellent Performance In Champions Trophy for the period 2021-02-01
- Star Performance Award in 2021-07-01
- Award Of Appreciation For Winning FIRE HAI MAIN Contest in 2022-03-01
Timeline
Financial Consultant
Geojit Financial Services
02.2025 - Current
Partner
Startup - ASEAN Dance Classes
05.2024 - 01.2025
Assistant Manager
KOTAK MAHINDRA BANK
08.2023 - 02.2024
Relationship Manager
AU Bank Care Health Insurance
01.2021 - 01.2023
Bachelor of Science -
Basic PG College, Maharaja Ganga Singh University
SSC - Science
Yadav Bharti School, Rajasthan Board For Secondary Education
10th -
Govt. Senior Secondary School, Rajasthan Board Gor Secondary Education