
Swetha Kathir
Universal Phone Banker

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About me
Operations Analyst
Education

Ethiraj College For Women
2017 - 2020Bachelor of Commerce - BCom Accounting and Finance
Pondicherry University
2021 - 2023Master of Business Administration - MBA Finance
Experience

HDFC Bank
Feb 2021 - Apr 2021Universal Phone BankerPhone banking officer is responsible for resolving customer queries over the phone on a day -to-day basis providing efficient service, providing customers with relevant products and service information and cross-selling various banking products to the existing customers over the phone.

FE fundinfo
Nov 2021 - Apr 2022Equity Analyst- Collection, validation, analysis of equities information.- Updating those equities information into the databases in a timely manner.- Perform quality checks.- Communicate with UK and Offshore asset management companies via email/telephone.- Provide clarifications to clients queries based on priority and urgency levels.- Extract and provide various project-related reports as required by the manager.
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ARGA Investment Management (India) Private Limited
Jun 2022 - nowOperations Analyst
Apr 2024 - nowOperations Associate
Jun 2022 - Apr 2024
Licenses & Certifications
- View certificate

Reconciliations Certification
XceptorFeb 2024 - View certificate

Advanced Excel Tutorial online
ElearnmarketsOct 2021 - View certificate

Core Configuration: Foundation Certification
XceptorDec 2023 - View certificate

Selling Skills using Digital Medium
ICICI Foundation for Inclusive GrowthFeb 2021
Honors & Awards
- Awarded to Swetha KathirStar Performer Award for Q2 2024 - Jul 2024
- Awarded to Swetha KathirSpot award for June 2023 - Jun 2023
- Awarded to Swetha KathirSpot award for Nov 2022 - Nov 2022
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