SWATI MEHRA
+919873080597 | swattimehrra@gmail.com | Swati Mehra | Delhi
Versatile Banking Professional: Assistant Manager | Teller | Financial Analyst | Banking Operations Specialist
Adaptable and Results-Driven Banking Professional with a diverse background. Adept at seamlessly transitioning between
responsibilities, leveraging a comprehensive skill set to drive operational excellence, enhance customer experiences, and deliver
strategic financial insights. Committed to maintaining the highest standards of accuracy, compliance, and customer satisfaction.
PROFILE SYNOPSIS
▪ Strategically Managed Operations: Orchestrates multifaceted banking operations, demonstrating prowess as an Assistant
Manager, Teller, Financial Analyst, and Banking Operations Specialist.
▪ Enhanced Customer Experiences: Customer-centricity, optimizing teller interactions and fostering positive experiences, while
providing valuable financial insights as an Analyst.
▪ Streamlined Transactions: Meticulously manages transactions as a Teller, ensuring accuracy and efficiency in financial
operations for clients.
▪ Data-Driven Decision-Making: Applies analytical skills to financial analysis as an Analyst, offering data-driven insights for
strategic decision-making.
▪ Collaborative Cross-Functionality: Collaborates effectively with cross-functional teams, seamlessly transitioning between
responsibilities to achieve operational excellence.
▪ Process Optimization: Introduces efficiency-driven process enhancements, contributing to streamlined banking operations
and improved customer service.
▪ Financial Insights: Offers astute financial perspectives as an Analyst, delivering actionable insights to support informed
business decisions.
▪ Results-Oriented Leadership: Demonstrates dynamic leadership, motivating teams, and driving superior results across various
banking functions.
▪ Continuous Improvement: Commits to continuous improvement, fostering a proactive approach to adapting and excelling in
diverse banking roles.
Core Competencies
Leadership and Team Management | Strategic Planning and Decision Making | Cross-functional Collaboration | Performance |
Evaluation and Feedback | Process Optimization and Improvement | Client Relationship Management | Conflict Resolution and
Problem Solving | Staff Training and Development | Cash Handling and Transactions | Data Interpretation and Trend Analysis |
Budgeting and Forecasting | Process Efficiency and Streamlining
Technical Skills
MS Office Suite | Tally
CAREER CONTOUR
Tutor | Apr ‘21 - Present
Sachdeva Coaching Center
▪ Provide personalized instruction to enhance academic performance and test preparation for students, whether individually
or in small groups.
▪ Assist students in identifying effective study methods to optimize their learning outcomes.
▪ Review financial projections to discern business and industry trends, pinpointing areas for improvement.
▪ Analyze industry trends to offer insights and recommendations for refining business strategies.
▪ Enhance students' skills in specific subjects and test-taking techniques, fostering overall academic growth.
Assistant Manager | Apr ‘14 - Jul ‘14
HDFC
▪ Handled funds forecasts, cash flow analyses, and Management Information System (MIS) projections within the banking
context.
▪ Engaged with personal and business clients, offering financial advice and discussing their needs.
▪ Evaluated and reviewed clients' financial situations, ensuring a comprehensive understanding of their unique circumstances.
▪ Cultivated and sustained positive relationships within the local community, contributing to the bank's strong local presence.
▪ Authorized and assessed overdrafts and loans, applying a thorough assessment process to ensure sound financial decisions.
▪ Developed and nurtured a network of local business contacts, enhancing the bank's business outreach and opportunities.
▪ Managed inquiries related to payments, resolving concerns promptly.
Sales Executive | Mar ‘13 - Apr ‘14
Axis Bank
▪ Nurtured and expanded relationships with existing clients through personal meetings, telephone conversations, and email
correspondences.
▪ Conducted cold calling to arrange meetings with potential prospects, aiming to explore new avenues of business.
▪ Addressed incoming email and phone inquiries, ensuring timely and informative interactions.
▪ Served as a conduit between the company and its existing and potential markets, maintaining a thorough grasp of market
dynamics.
▪ Demonstrated proficient negotiation skills while determining agreement terms and effectively finalizing sales.
▪ Gathered pertinent data about the market and customer preferences, contributing to informed decision-making and strategic
planning.
▪ Recorded comprehensive sales and order information, sharing copies with the sales office or inputting data into computer
systems.
▪ Developed a profound understanding of customers' enterprises and needs, allowing for tailored and effective sales strategies.
▪ Communicated insights about potential future purchasing trends to employers, fostering proactive business strategies.
Relationship Manager | May ‘10 - Mar ‘13
Bull Shine Securities
▪ Proficiently managed customer portfolios and led the process of opening Demat accounts for clients which also encompassed
meticulous record-keeping, ensuring accurate documentation, and facilitating seamless transactions.
▪ Developed and executed comprehensive strategies to secure funds by collaborating with banks and various financial
institutions which involved conducting thorough market research, establishing key partnerships, and negotiating favorable
terms to optimize fund acquisition for organizational growth.
EDUCATION
MBA | Institute of Financial Analysts | 2010
B. Com | Delhi University | 2007
