Swati Sharma

Swati Sharma

Senior Associate

Followers of Swati Sharma46 followers
location of Swati SharmaMumbai, Maharashtra, India

Connect with Swati Sharma to Send Message

Connect

Connect with Swati Sharma to Send Message

Connect
  • Timeline

  • About me

    Demat Operations at ICICI Bank

  • Education

    • SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

      -
      Master of Business Administration - MBA Accounting and Finance A
    • Mumbai University Mumbai

      2013 - 2015
      Bachelor of Commerce - BCom Banking and Insurance A
  • Experience

    • Tata Consultancy Services

      Sept 2015 - Apr 2020
      Senior Associate

      Over 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 - now
      Deputy Manager
  • Licenses & Certifications

    • Master of Business Administration - Financial Management

      NMIMS CDOE
      Jul 2024
      View certificate certificate