
Swati Sharma
Senior Associate

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About me
Demat Operations at ICICI Bank
Education
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SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
-Master of Business Administration - MBA Accounting and Finance A
Mumbai University Mumbai
2013 - 2015Bachelor of Commerce - BCom Banking and Insurance A
Experience

Tata Consultancy Services
Sept 2015 - Apr 2020Senior AssociateOver 4.8 years of experience in Transactional Processing, Documentation and Reporting based on client requirements.● Proficient in handling customer service operations for rendering & achieving quality services; track record of making appropriate payout to the beneficiary within the guidelines.● Gained working exposure in interacting with clients and maintaining relations for ensuring business & profitability.● Conduct periodic refreshers for Quality purposes.● Handling functions of payouts related to beneficiary payout (TIAA-CREF).● Working on financial products and calculating their potential risks & losses.● Assessing legal documents (death certificate, POA, estate paperwork, etc.) for the deceased policyholder and verifying the nominated beneficiary.● Tracking each and every payment processing for beneficiaries.● Preparing detailed MIS report of total errors and total end to end productivity details. Show less

ICICI Bank
Apr 2020 - nowDeputy Manager
Licenses & Certifications
- View certificate

Master of Business Administration - Financial Management
NMIMS CDOEJul 2024
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