Summary
Overview
Work History
Education
Skills
Certification
Internship Experience
Academic Projects
Workshops
Social Activities
Declaration
Timeline
Generic

Swetha M

Trichy

Summary

Accomplished professional with expertise in customer engagement and investment planning at ICICI Prudential Asset Management. Successfully managed a ₹2 Crore portfolio, consistently exceeding sales targets through tailored financial solutions for HNI/UHNI clients. Proficient in Power BI and Basic SQL, utilizing data insights to optimize client investment strategies.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Management Trainee – Customer Engagement Channel

ICICI Prudential Asset Management
06.2022 - 02.2023
  • Built and maintained relationships with HNI and UHNI clients, understanding their financial goals and offering customized investment solutions.
  • Managed a portfolio worth ₹2 Crores, achieving sales targets by promoting financial products and services.
  • Identified opportunities for cross-selling additional products and services to existing clients.

Education

MBA - Finance And System

St. Joseph Institute of Management
Trichy
2022

Bachelor of Science - Chemistry

Bishop Heber College
Trichy
2020

Class XII

SRV Matriculation Higher Secondary School
Trichy
2017

Class X

St. John’s Vestry School
Trichy
2015

Skills

  • Investment Planning
  • Power BI
  • Basic SQL
  • Customer Service

Certification

  • Fundamentals of Capital Markets – 2021
  • Financial Risk Analytics – 2021
  • Data Analytics Assessment Certification – 2024
  • ChatGPT and AI Workshop Certification – 2024

Internship Experience

Ekarup, Coimbatore – Sep 2021 – Nov 2021
Roles & Responsibilities:

  • Research Assistant: Assisted in gathering news and updating live market scenarios.
  • YouTube Content Creator: Developed finance-related scripts and managed content creation.
  • Management Trainee: Handled customer after-sales service, AMC notifications, and IPO bid bookings via ZEBU Trade.
  • CSC Member: Raised awareness among customers about various financial schemes and updated card statuses.

Academic Projects

Identifying Awareness, Preferences, and Buying Patterns in the Health Insurance Sector – Trichy Region
MBA Project – July 2022

  • Conducted research to analyze the awareness and buying behavior of health insurance customers in the Trichy region.
  • The findings helped identify demographic characteristics that influence product preferences in the insurance sector.

Synthesis and Characterization of Nano Bimetal Oxide
B.Sc. Chemistry Project – November 2019

  • Developed innovative methods for the synthesis of nanostructure materials with potential applications in nanodevices, nanocatalysts, and nanosensors.

Workshops

  • Student Workshop Ignite – 2019
  • Amusons-nous avec les fables (Let’s have fun with fables) – 2018
  • Le français à travers les chansons (French through songs) – 2018
  • SPSS – 2021

Social Activities

  • ALIMCO Government Camps for Disabled Persons Aid Kit – Coimbatore
  • ESHRAM Camps for Unorganized Workers Insurance – Coimbatore
  • NSS Club Member – Bishop Heber College
  • Organized Public Cleanliness and Hygiene Awareness Camp for Villagers – Sirugamani
  • Organized Blood Donation Camp – Bishop Heber College

Declaration

I hereby declare that the information provided above is true to the best of my knowledge.

Timeline

Management Trainee – Customer Engagement Channel

ICICI Prudential Asset Management
06.2022 - 02.2023

MBA - Finance And System

St. Joseph Institute of Management

Bachelor of Science - Chemistry

Bishop Heber College

Class XII

SRV Matriculation Higher Secondary School

Class X

St. John’s Vestry School

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Swetha M