• A competent MBA(Finance&Marketing ) with hands-on client-oriented banking professional who implements creative investment strategies and is dedicated to continuous improvement.• Focused on applying excellent research skills and writing ability to a position in business management. Enthusiastic business major with excellent communication skills and strong motivation to succeed.• More than 6 years of experience in Branch Banking, Retail Banking, Banking Operations, Accounts, Back office Operations, Client Service Experience in Financial Services.• Competencies in Banking Knowledge and Banking Products.• Excellent relationship building, analytical skills and abilities in liaising with all delivery heads and top management.
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Rma LlCadence Bank Jan 2023 - PresentUnited StatesBusiness banking -
BankerCadence Bank Mar 2021 - Nov 2022Atlanta, Georgia, United States
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Branch Operations ManagerIcici Bank Aug 2010 - Nov 2013Banking:• Hands on experience in handling sales of all banking products along with customer service, audit and compliance.• Ensuring quality service to all the customers and providing the adequate resolutions to the queries within the designated TAT (turnaround time), also responsible for branch audit and compliances.• Ensuring that all the processes followed by the branch are adhered to as per the laid guidelines of audit and compliance (RBI, Income Tax, Professional Tax).• Handling the branch team of 12 members wherein all sales and operation works are being taken care of.• Ensuring increase in productivity of all branch staffs on monthly basis in terms of CASA nos., CASA value, Liability and Asset products and fee products.• Guiding and monitoring all branch staffs on increasing their sales skills. • Complete knowledge of various Bank Products like Life Insurance, General Insurance and Mutual Funds. Cross-selling bank products like Fixed Deposits, Recurring Deposits, Gold, mutual fund, insurance products, CASA.• Complete knowledge of various asset products also like Personal Loan, Home Loan, Car Loan, Gold Loan. • Increasing the ERV base by engaging with existing customers on regular basis and ensuring customer stickiness with the bank on long term.• Also increasing the new customer acquisition base on monthly basis and pitching asset and fee products to the customers for long term relations.
Swati P. Education Details
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Development Economics And International Development -
High School/Secondary Diplomas And Certificates
Frequently Asked Questions about Swati P.
What company does Swati P. work for?
Swati P. works for Cadence Bank
What is Swati P.'s role at the current company?
Swati P.'s current role is Cadence Bank.
What schools did Swati P. attend?
Swati P. attended Biju Patnaik University Of Technology, Odisha, Ravenshaw University, Dav Public School Mcl Kalinga Area, Talcher.
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Sri Swati P
Cary, Nc
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