This profile summarizes the qualifications and experience of an individual with over 9 years of experience in banking, finance, and insurance. Some key points: - Holds a diploma from ICICI Manipal Academy and bachelor's degree in medical science. - Results-focused professional with strong communication, presentation, and relationship building skills. - Past experience includes projects analyzing foreign exchange products and working as a renewal manager for an insurance company. - Currently working as a deputy branch manager at ICICI Bank, responsible for branch operations, customer service, business development, and team management.

1. PROFILE
• Dynamic and competent professional with over 9 years of specialization in Banking, Finance and
Insurance.
• Results-focused , quality-driven professional , focused on achievement of objectives and targets.
• Advanced communication, presentation and relationship building abilities, competent multi-tasker able to
perform well even under tight timelines.
• Systematic with comprehensive problem detection & solving abilities with an analytical bent of mind.
• Excellent time management skills with proven ability to work accurately and quickly prioritize, coordinate
and consolidate tasks, whilst simultaneously managing the diverse range of functions from multiple
sources.
Qualification Institute Board/University Year
DIPLOMA ICICI Manipal Academy, Bangalore Manipal 2010
B.Sc (Medical) D.N COLLEGE , Meerut
C.C.S
UNIVERSITY
2007
XII G.P.S, Meerut C.B.S.E. 2004
X Army Public School, Meerut C.B.S.E. 2002
Company Project Study
01 April 08 – 15June
08
AXIS BANK LTD, NEW DELHI
“Comparative Analysis of
Foreign Exchange
Products in
Banking”
Axis Bank
New Delhi
 Project Title
Comparative Analysis of Foreign Exchange Products in Banking .
 Objective
The main objective of the project was to have an in depth knowledge of Forex Products segment
offered by the bank. Also knowing and analyzing the products offered by the competitors.
 Project Profile
The project began with the understanding of the customer needs and what the competitors are
offering. The project started with the filling up the questionnaire by the people. The questionnaire is
close ended which helps a lot knowing the insight of people regarding the product for foreign
exchange segment and what we need to improvise in the product.
To find a challenging position in a rapidly growing organization with global reach
where my operational, result oriented and directional skills are utilized to produce results.
PREETI KUMARI
BANKING - FINANCE
30/ 12/86
preeti_singh222@ymail.com
+91 7087418811

2. PROFESSIONAL SYNOPSIS ( 1 Year 6 Months)
Bajaj Life Insurance Company Ltd. (JAN. 2008 – JUL2009)
⇒ A result oriented professional with over 1.6 year of experience in Sales and Marketing, Business Management &
Development .
⇒ Worked with Bajaj Allianz Life Insurance Company Ltd.( BALIC ) , as a Renewal Manager (One of the India’s
largest Insurance Company).
⇒ 2 Centre were given to me to achieve 80 % of the Targets for renewing the existing Policies in a Quarter , I
overachieved the Target in 1& ½ months .
⇒ Extensive exposure to various facets of business such as Renewal Management ,Sales Management, Marketing, Business
Management, Deceased Claim Management & Strategic Planning.
⇒ An out-of-the-box thinker with a proven track record of increasing revenues, establishing business networks, streamlining
workflow and creating a team work environment to enhance productivity innovatively for reputed business houses.
⇒ Proficient in independently designing & implementing marketing & sales strategies.
⇒ Supervising business partners operations for rendering & achieving quality centres .
⇒ Leading, training & monitoring the performance of team members to ensure efficiency in sales and operations and
meeting of targets.
⇒ Strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude.
ICICI Bank Ltd. (MAY 2010 – Till Date)
Deputy
Branch
Manager
 Responsibilities
 Heading Branch Operational activities viz. Audit (Concurrent and IAD ), Legal matters , matters
related to Income Tax Authorities.
 Handling Customer Queries and Escalations through the Usage of software viz. I-Core , FCRM
and SFA (Sales Force Automation).
 Maintaining Customer records as per the laid down guidelines and policies by RBI and following
the policies of SEBI , IRDA and AML.
 Focus on business development across liabilities, assets and other third party fee products to
sustain and achieve growth in relationship value and revenue.
 Use financial acumen and investment expertise to review a client’s portfolio and align to his or
her need through superior service and reach their short and long term investment goals.
 Reaching out to all mapped clients of the Team members on a periodic basis and ensure regular
availability of research material and inputs to the clients.
 Improve client stickiness to make ICICI bank as the client’s primary bank by building and
deepening long term relationships.
 Handling the responsibility of Team Leading by helping the team achieve their designated
Targets and doing the appraisals at the close of FY.
 Achievements
 Felicitated for Best Performance in Life Insurance, in the month of Sept and Dec. 2014.
 Achieved 18 Cr of CASA Inflow in March Closing For FY 2014-15.
 Awarded with “ I AM ICICI BANK ”award(the biggest award in Service at ICICI)for an
outstanding service level at Pune ICICI for 3 Consecutive months in a FY.
 Appreciation for business development activities within the region to increase footfall in the
branches.
 Drove the development and implementation of media strategies that resulted in improved
efficiency and accelerated.
Work Experience

3. CORE COMPETENCIES
Strategic Planning
⇒ Demonstrating excellent level of Service, Establishing goals, short term & long term budgets & developing business plans
for the achievement of these goals.
⇒ Actively involved in business planning & analysis for assessment of revenue potential in business opportunities.
Business Development / Marketing
⇒ Evolving market segmentation & penetration strategies to achieve targets.
⇒ Identifying ideal business associations & strategically secure profitable business.
⇒ Ensuring maximum by providing pre/post operational assistance & achieving delivery & quality norms.
⇒ Utilizing market information & personal network to develop marketing intelligence for creating an extensive clientele.
Budget Management
⇒ Preparation of budget at Branch level for monthly expense and follow up of receivables from business vendors, conducting
analysis with an aim to keep receivables under control & collections of payments etc.
⇒ Ensuring that all payments are made within the stipulated time frame & managing accounts receivable within the pre-set
parameters & accounting of rejections and reconciliation etc.
Client Servicing
⇒ Attending to Prime and High Networth Individuals concerns & complaints & undertaking steps for effectively resolving
them.
⇒ Maintaining cordial relationship with clients to sustain the profitability of the business.
⇒ Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by
achieving delivery & quality norms.
⇒ Planning Production.
⇒ Monitoring Running Campaign (Quality Control)and BCP (Business Continuity Plan )
MIS
⇒ Preparing MIS reports at the end of each month.
⇒ Preparing bank correspondence to keep a check on the transactions.
Team Management
⇒ Leading, mentoring & monitoring the performance of the team to ensure efficiency in process operations & meeting of
individual & group targets.
⇒ Creating & sustaining a dynamic environment that fosters development opportunities & motivates high performance
amongst team members.
• Gold Medal winner at National Level Pistol Shooting Championship of Range 12 meters . Won Silver Medal
in Shooting at State and Distt. Levels.
• Scored 81 Percentile in MAT.
• Awarded with a Token of Appreciation while demonstrating excellent Service Level by Retired General
Manager (HRD), Indian Oil.
• Won 1st
position in Volleyball and Tug of War at ICICI Manipal Academy , Bangalore.
• Member of NSS camp at DN Degree College Meerut University.
• Worked as a Liaison Officer in COMMON WEALTH games at New Delhi .
• Ist in drawing competition organized by Indian Oil.
• Captain Of College ‘VOLLEYBALL TEAM’ and SHOOTING.
Achievements
Extra Curricular Activities

4. • Analyzing the latest global market. Trends with respect to fluctuations in rupee w.r.t dollar and Stock market
being bullish.