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Swati Kumari

SWATI KUMARI

EXPERIENCE SUMMARY

  • Worked as Assistant Manager at Kotak Mahindra Bank in Jamshedpur Branch for 2 years - Responsible for customer service related with Account Handling, FD & RD Acquisition, new account source and other banking trades
  • More than 3 years’ experience in customer service and dealing in banking trades
  • Strong customer Handling, Team Building, Communication, Presentation & Interpersonal Skills
  • Conducting hands on training for new employee or trainee
TECHNICAL SKILLS
Operating Systems Windows
Software Packages Finnacle (B-CIF, ABBS)
Reporting Tools MS Power Point, MS Word, MS- Excel, MS-Access
CAREER PROFILE  
PERIOD BANK ROLE
Mar  2013 – Mar 2015 Kotak Mahindra Bank Jamshedpur Jharkand
  • Acquiring, retaining and developing relationship with existing and prospective customers
  • Achieve sales numbers across products and execute sales strategy
  • Direct customer interaction and Identify new products opportunity
  • Adhere to various processes, compliance and audits to have a positive audit report in order to upscale the overall self-performance
  • Training for Team Members
Dec 2011 – Mar  2013 HDFC BANK Main Branch Jamshedpur Jharkhand
  • Responsible for driving sales team and meeting sales numbers through aggressive customer acquisition, client servicing and relationship building initiatives
  • Acquiring, retaining and developing relationship with existing and prospective customers
  • Adhere to various processes, compliance and audits to have a positive audit report in order to upscale the overall self-performance
INTERNSHIP PROJECTS

Management Summer Internship project in Reliance Mutual Fund

Title:  To gauge the Mutual Fund business potential in existing classic IFAs & guide them in revamping the same in East & West Singhbhum

Duration: 4 Weeks

Project Learning Outcome:

  • Enhanced my knowledge regarding the mutual fund schemes, funds, NAV and different types of distributors also
  • The method company is using for investment
  • Learned to maintain the shareholders database of the company

EDUCATIONAL QUALIFICATION

Qualification Board/University Institution Year of Completion Marks (%)
MBA Jyoti Vidyapeeth Women’s University, Jaipur      Jyoti Vidyapeeth 2011 70%
B. Com Ranchi University Karim city college, Ranchi 2008 58.12
XII CBSE Kasidih High School, Ranchi 2005 58
X CBSE Kasidih High School, Ranchi 2003 63%
WORKSHOP ATTENDED
  1. Title: A detailed study on Reliance diversification and expansion in Mutual Funds, Infrastructure and Power & Gas.

Workshop brief: A detailed study done on the strategy followed by Reliance for its diversification and market study of the key players in the market in the three segments mentioned above.

  1. Title: Talent Application in Career Building

Workshop brief: A detailed presentation on Planning, Organizing, Directing and controlling the activities related to one’s Job and how to build an effective team.

  1. Title: How to be an Effective Manager

Workshop brief: The workshop dealt with various ways of handling office conflict, how to handle work stress, how to be a team player.

EXTRA CURRICULAR ACTIVITIES
  • 1st Position in Painting Diploma Course
  • 3rd Position in HR Quiz Competition in 2010
  • 2nd position in NEN LOGO Competition in Feb 2010 & also NEN & Jayoti Sung Member
ACHIEVEMENTS
  • Super performer (Topper) for consistently 3 months during the tenure at HDFC Bank
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