Shweta Das
Bourne,UK
Summary
Results-driven professional with over 10.5 years of expertise in the financial services sector. Proven track record in account management, cash management, reconciliation, credit management, branch operations and Customer Service Representative. Extensive experience in administration, digital banking, and proficiency in tools such as Finacle and MS Office.
Overview
13
13
years of professional experience
7
7
years of post-secondary education
Work history
Customer Service Representative
YouGarden
Lincolnshire, UK
03.2024 - Current
- Demonstrated strong attention to details to ensure the accuracy and completeness of the order information and improve the order processing efficiency
- Performed accurate and efficient data entry of the manual entries into the system of the organization
- Provide exceptional customer service to the clients, addressing inquiries, resolving issues to ensure customer satisfaction
- Collaborate with other team members to streamline the data entry process and improve order management workflows.
Business Analyst Bootcamp
Purple Beard Training
Bourne, UK
03.2023 - 06.2023
- Delivery: Business case Project Purpleosy.pdf
- Certificate: Completion Certificate
Scale-I & II Banking officer
Bank of India
India, India
08.2011 - 01.2022
- Processed deposits and withdrawals, ensuring accuracy and compliance
- Conducted regulator account maintenance and managed account openings/closures
- Addressed customer inquiries with a focus on quality service
- Implemented rigorous reconciliation processes for various accounts
- Conducted daily and periodic reconciliations, including general ledger reviews
- Issued receipts and managed payments processing
- Engaged with clients to facilitate account openings and provide financial guidance
- Produced and delivered transparent monthly financial statements
- Cultivated and maintained strong customer relations through effective communication
- Conducted Credit Risk Analysis and Management, including the development of risk assessment models
- Oversaw loan processing, reviewing and approving loan requests, and ensuring compliance with lending policies and regulations
- Managed branch resources and staff to optimize operational efficiency and meet business objectives
- Achieved sales targets through effective leadership, sales strategy development, and staff training
- Administered bill sanction processes and managed branch staff and operations, including cheque clearance, reconciliation, and payments processing
- Managed day-to-day banking operations, including account maintenance, openings, closures, and transaction processing
- Ensured strict compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations, contributing to risk management.
- Built positive customer relationships for optimised branch loyalty.
- Encouraged and supported career growth for employees by promoting internal staff members.
Education
Bachelor of Technology -
West Bengal University of Technology
Kolkata, India 06.2005 - 07.2009
Bachelor of Science -
Calcutta University
Kolkata, India 05.2001 - 06.2004
Skills
- Analytical & Strong Problem solving
- Management and administration
- Stakeholder Management
- Adaptable & Quick Learner
- Conflict management and negotiation
- Banking & Finance
- Financial Products & Instruments
- Core banking platform
- Administration
- Cash Management
- Reconciliation
- Customer service management
- Branch Operations
- Credit Management
- Payments
- Core Banking platforms
- E-commerce
- IT skills (Microsoft office products)
Timeline
Customer Service Representative
YouGarden
03.2024 - Current
Business Analyst Bootcamp
Purple Beard Training
03.2023 - 06.2023
Scale-I & II Banking officer
Bank of India
08.2011 - 01.2022
Bachelor of Technology -
West Bengal University of Technology
06.2005 - 07.2009
Bachelor of Science -
Calcutta University
05.2001 - 06.2004
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