PROFILE

Dynamic and competent professional with over 9 years of specialization in Banking, Finance and Insurance.

Results-focused , quality-driven professional , focused on achievement of objectives and targets. Advanced communication, presentation and relationship building abilities, competent multi-tasker able to

perform well even under tight timelines. Systematic with comprehensive problem detection & solving abilities with an analytical bent of mind. Excellent time management skills with proven ability to work accurately and quickly prioritize, coordinate

and consolidate tasks, whilst simultaneously managing the diverse range of functions from multiple sources.

Qualification Institute Board/University YearDIPLOMA ICICI Manipal Academy, Bangalore Manipal 2010

B.Sc (Medical) D.N COLLEGE , MeerutC.C.S

UNIVERSITY2007

XII G.P.S, Meerut C.B.S.E. 2004X Army Public School, Meerut C.B.S.E. 2002

Company Project Study

01 April 08 – 15June 08

AXIS BANK LTD, NEW DELHI“Comparative Analysis of

Foreign Exchange Products in Banking”

Axis BankNew Delhi

Project TitleComparative Analysis of Foreign Exchange Products in Banking .

ObjectiveThe main objective of the project was to have an in depth knowledge of Forex Products segment offered by the bank. Also knowing and analyzing the products offered by the competitors.

Project ProfileThe project began with the understanding of the customer needs and what the competitors are offering. The project started with the filling up the questionnaire by the people. The questionnaire is close ended which helps a lot knowing the insight of people regarding the product for foreign exchange segment and what we need to improvise in the product.

Work Experience

To find a challenging position in a rapidly growing organization with global reach where my operational, result oriented and directional skills are

PREETI KUMARI BANKING - FINANCE 30/ 12/86 preeti_singh222@ymail.com+91 7087418811

PROFESSIONAL SYNOPSIS ( 1 Year 6 Months)

Bajaj Life Insurance Company Ltd . (JAN. 2008 – JUL2009)

A result oriented professional with over 1.6 year of experience in Sales and Marketing, Business Management & Development .

Worked with Bajaj Allianz Life Insurance Company Ltd.( BALIC ) , as a Renewal Manager (One of the India’s largest Insurance Company).

2 Centre were given to me to achieve 80 % of the Targets for renewing the existing Policies in a Quarter , I overachieved the Target in 1& ½ months .

Extensive exposure to various facets of business such as Renewal Management ,Sales Management, Marketing, Business Management, Deceased Claim Management & Strategic Planning.

An out-of-the-box thinker with a proven track record of increasing revenues, establishing business networks, streamlining workflow and creating a team work environment to enhance productivity innovatively for reputed business houses.

Proficient in independently designing & implementing marketing & sales strategies. Supervising business partners operations for rendering & achieving quality centres . Leading, training & monitoring the performance of team members to ensure efficiency in sales and operations and

meeting of targets. Strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude.

ICICI Bank Ltd. (MAY 2010 – Till Date)

Deputy Branch Manager

Responsibilities

Heading Branch Operational activities viz. Audit (Concurrent and IAD ), Legal matters , matters related to Income Tax Authorities.

Handling Customer Queries and Escalations through the Usage of software viz. I-Core , FCRM and SFA (Sales Force Automation).

Maintaining Customer records as per the laid down guidelines and policies by RBI and following the policies of SEBI , IRDA and AML.

Focus on business development across liabilities, assets and other third party fee products to sustain and achieve growth in relationship value and revenue.

Use financial acumen and investment expertise to review a client’s portfolio and align to his or her need through superior service and reach their short and long term investment goals.

Reaching out to all mapped clients of the Team members on a periodic basis and ensure regular availability of research material and inputs to the clients.

Improve client stickiness to make ICICI bank as the client’s primary bank by building and deepening long term relationships.

Handling the responsibility of Team Leading by helping the team achieve their designated Targets and doing the appraisals at the close of FY.

Achievements

Felicitated for Best Performance in Life Insurance, in the month of Sept and Dec. 2014. Achieved 18 Cr of CASA Inflow in March Closing For FY 2014-15. Awarded with “ I AM ICICI BANK ”award(the biggest award in Service at ICICI)for an

outstanding service level at Pune ICICI for 3 Consecutive months in a FY. Appreciation for business development activities within the region to increase footfall in the

branches. Drove the development and implementation of media strategies that resulted in improved

efficiency and accelerated.

CORE COMPETENCIES

Strategic Planning Demonstrating excellent level of Service, Establishing goals, short term & long term budgets & developing business plans

for the achievement of these goals. Actively involved in business planning & analysis for assessment of revenue potential in business opportunities.

Business Development / Marketing Evolving market segmentation & penetration strategies to achieve targets. Identifying ideal business associations & strategically secure profitable business. Ensuring maximum by providing pre/post operational assistance & achieving delivery & quality norms. Utilizing market information & personal network to develop marketing intelligence for creating an extensive clientele.

Budget Management Preparation of budget at Branch level for monthly expense and follow up of receivables from business vendors, conducting

analysis with an aim to keep receivables under control & collections of payments etc. Ensuring that all payments are made within the stipulated time frame & managing accounts receivable within the pre-set

parameters & accounting of rejections and reconciliation etc.

Client Servicing Attending to Prime and High Networth Individuals concerns & complaints & undertaking steps for effectively resolving

them. Maintaining cordial relationship with clients to sustain the profitability of the business. Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by

achieving delivery & quality norms. Planning Production. Monitoring Running Campaign (Quality Control)and BCP (Business Continuity Plan )

MIS Preparing MIS reports at the end of each month. Preparing bank correspondence to keep a check on the transactions.

Team Management Leading, mentoring & monitoring the performance of the team to ensure efficiency in process operations & meeting of

individual & group targets. Creating & sustaining a dynamic environment that fosters development opportunities & motivates high performance

amongst team members.

Achievements

Gold Medal winner at National Level Pistol Shooting Championship of Range 12 meters . Won Silver Medal in Shooting at State and Distt. Levels.

Scored 81 Percentile in MAT. Awarded with a Token of Appreciation while demonstrating excellent Service Level by Retired General

Manager (HRD), Indian Oil. Won 1st position in Volleyball and Tug of War at ICICI Manipal Academy , Bangalore.

Extra Curricular Activities

Member of NSS camp at DN Degree College Meerut University. Worked as a Liaison Officer in COMMON WEALTH games at New Delhi . Ist in drawing competition organized by Indian Oil. Captain Of College ‘VOLLEYBALL TEAM’ and SHOOTING. Analyzing the latest global market. Trends with respect to fluctuations in rupee w.r.t dollar and Stock market

being bullish.