SWATI MEHRA
Contact: 9873080597
E-mail: swattimehrra@[Link]
Address: WZ-3540/1 First Floor, Raja Park, Rani Bagh, near Punjabi Zaika restaurant, New Delhi-110034
Career Objective: Ambitious and self-motivated individual with 4 years of professional experience in the
finance and banking sector, and possessing the related technical knowledge.
EDUCATIONAL QUALIFICATION
Examination Institution/University Year of Performance
Passing
MBA (Finance) Institute of Chartered Financial Analyst of 2010 82%
India, Hyderabad University
B. Com Shyama Prasad Mukherjee College, 2007 61%
University of Delhi
WORK EXPERIENCE
[Link] Coaching Center (April2021-till now)
Tutor
Provided private instruction to individual or small groups of students to improve academic
performance and prepare for academic or occupational tests.
Assisted students in finding useful study methods to enhance academic performance.
Giving Knowledge about Reviewed financial projections relating to business and industry trends and
identified areas requiring improvement.
[Link] Bank (April 2014 - Jul 2014)
Designation: Assistant Manager
Job Profile:
Recruiting, training, supervising and appraising banking staff;
Discussing the financial requirements of, and providing financial advice to personal and
businessclients;
Assessing and reviewing financial circumstances;
Forging and maintaining good links with the local community;
Authorizing and evaluating overdrafts and loans;
Developing a network of local business contacts;
Writing weekly and monthly reports;
Maintaining budgets;
Handling payment related queries;
Managing funds forecast, cash flow and MIS projections in banking.
[Link] Bank (Mar 2013 - April 2014)
Designation: Sales Executive
Job Profile:
Listening to customer requirements and presenting appropriately to make a sale;
Maintaining and developing relationships with existing customers in person and via telephone
callsand emails;
Cold calling to arrange meetings with potential customers to prospect for new business;
Responding to incoming email and phone enquiries;
Acting as a contact between a company and its existing and potential markets;
Negotiating the terms of an agreement and closing sales;
Gathering market and customer information;
Recording sales and order information and sending copies to the sales office, or entering figures
into acomputer system;
Reviewing own sales performance, aiming to meet or exceed targets;
Gaining a clear understanding of customers' businesses and requirements;
Feeding future buying trends back to employers;
Attending team meeting and sharing best practice with colleagues.
[Link] Shine Securities (May 2010 - March 2013)
Designation: Relationship Manager
Job Profile:
Managed customer portfolios and opened Demat accounts for them
Strategized on fund procurement through banks and other financial institutions.
Skills
MS – Office
Tally9.1
Time Management
Data Analytics
Presentation
KEY STRENGTHS
Confident, hardworking and sincere
Ability to analyze financial prospective
OTHER INTERESTS
Listening to music
Adventurous activities like trekking and mountaineering
Reading Books