Shivani Aswal

I am skilled and dedicated financial professional with a proven track record of success in sales, relationship management, and operations within the financial industry. I bring a results-driven mindset and a commitment to excellence in every aspect of my work. With a Bachelor's degree in Commerce and a pursuing Post-Graduate Certificate in Financial Technology from Conestoga College, I have a strong foundation in both traditional finance and emerging technologies.
Throughout my career, I have consistently achieved and surpassed targets, provided exceptional client service, and effectively resolved complex inquiries. I possess a deep understanding of financial products and possess the ability to analyze and interpret financial statements to provide sound advice to clients. My experience includes working with reputable organizations such as Paytm One97 Communication Services Pvt Ltd, Kotak Mahindra Bank Ltd, and Punjab National Bank MetLife India Insurance Co Ltd, where I have honed my skills in relationship building, risk assessment, and strategic planning.
I am known for my strong communication and interpersonal skills, which enable me to establish rapport with clients, collaborate effectively with team members, and deliver comprehensive solutions. With a keen attention to detail and a high level of organizational skills, I consistently ensure accuracy and efficiency in all my work. Additionally, my proficiency in the Microsoft Office Suite, including Word, Excel, and Outlook, allows me to effectively manage data, analyze trends, and communicate information.
I am passionate about the financial industry and embrace opportunities to leverage my skills and experience to drive business success. I am committed to staying abreast of industry trends and technologies to provide innovative solutions and deliver exceptional results. With my strong work ethic, professionalism, and dedication, I am confident in my ability to excel in any challenging role within the financial sector.

In my previous professional experience, I served as a Senior Associate-Merchant Operations at Paytm One97 Communication Services Pvt Ltd from September 2021 to April 2023. In this role, I provided education to clients on account services, resolved inquiries related to statements and account balances, and addressed concerns and complaints promptly. I also coordinated client compliance and due diligence requests, provided technical assistance to merchants for payouts and settlements, and ensured accurate transaction execution and compliance with service level agreements.

Prior to that, I worked as a Relationship Officer at Kotak Mahindra Bank Ltd from January 2021 to September 2021. In this role, I analyzed clients' financial statements, generated new business and referral clients, conducted compliance monitoring, and resolved customer issues by providing suitable banking solutions.

I also have experience as a Relationship Manager at Punjab National Bank MetLife India Insurance Co Ltd from October 2019 to January 2021. In this role, I utilized prospecting techniques to identify potential clients, analyzed customer profiles, achieved outstanding sales results, and proactively addressed customer issues while demonstrating strong communication and collaboration skills.

Throughout my professional journey, I have consistently demonstrated strong customer service skills, problem-solving abilities, and a proactive approach to meeting and exceeding targets. I have effectively collaborated with team members and adapted to market trends to deliver exceptional service to customers.

I am currently pursuing a Financial Technology Post-Graduate Certificate at Conestoga College in Kitchener, which is providing me with specialized knowledge and skills in the field of financial technology.

In addition, I hold a Bachelor of Commerce degree from HNB Garhwal University in India. This educational background has provided me with a solid foundation in business and commerce principles.

Combined, these educational experiences have equipped me with a strong understanding of financial concepts and technology applications in the financial industry, positioning me well for roles that require a blend of business acumen and technological expertise.