
Shubham Kumar
Executive Trainee

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About me
Relationship manager
Education

SYMBIOSIS INTERNATIONAL UNIVERSITY
2020 - 2022Master of Business Administration - MBA Finance, General
KiiT University
2012 - 2016Bachelor of Technology - BTech Electrical and Electronics Engineering
Experience

Swagath Urethane Pvt. Ltd. - India
Jul 2016 - Apr 2017Executive Trainee–Promotedsafeworking environmentbyimplementing regulatory standards,policies and guidelines.–Preparedtimelyandaccurate financial Planning andanalysis.–Maximizedcustomerengagementandsatisfaction by deliveringexcellent customer service.–Supervised junior team members, providing detailed instructions and guidance to maximize team efficiency.–Met budget targets through responsible planning and resource allocation.

Kotak Mahindra Bank
Jul 2017 - May 2019Dy ManagerAcquire quality Current Accounts Customers who are dealing in InternationalTrade and Generate Asset Leads- Ensure that the customer is guided regarding rates and charges.- Explore the potential of various trade and FES products like ForwardContracts, LC/BG/BC- Keep updated about AML/KYC/RBI guidelines and ensure growth is achievedby complying with all regulatory guidelines.- Handling customer complaints and escalate the complaints to competentauthorities for resolutions.- Generating Trade & FX revenue from the self sourced accounts Show less

SWAGATH URETHANE PRIVATE LIMITED
May 2019 - Mar 2020Account Executive–Prepared orders to deliver excellent presentation and quality standards.–Operated tills to accurately process cash and credit card transactions.–Spoke to customers in multiple languages to resolve problems and answer questions.–Resolved customer queries and problems using effective communications and providing step by step solutions.–Built and maintained courteous and effective working relationships

Cognizant
May 2022 - Dec 2022Associate–Communicated with internal and external customers to resolve issues,questions and concerns swiftly.–Analyzed and processed transactions accurately and on time.–Collaborated with the team to achieve common goals.–Maintained positive and cooperative working relationships with all.–Documented all transactions completed in a day.

Standard Chartered Bank
Dec 2022 - nowRelationship Manager
Licenses & Certifications

IC38-Certificate exam Of Corporate Agents(SP Composite)
IRDA
NISM-Series-V-A:Mutual Fund Distributors Certification
National Institute Of Securities MarJan 2018- View certificate

Bitcoin Professional:Pass the Certification Exam
Udemy - View certificate

MTG Team
UdemyMay 2020 .webp)
Research analyst
National Institute of Securities Markets (NISM)- View certificate

Introduction To Investments
Indian Institute of Management BangaloreMay 2020 - View certificate

Financial Modelling and Valuation
InternshalaMay 2020 
Post Graduate Diploma in Relationship Banking
Manipal InsSept 2017- View certificate

Google Introduction to Digital Marketing
GoogleApr 2020 - View certificate

Beginners Trading Certification
InternshaJun 2020 - View certificate

Google Ads - Measurement Certification
CognizantOct 2022
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