Shivam saraswat

Operations Associate

Gurugram, Haryana, India3 yrs 4 mos experience
Highly Stable

Key Highlights

  • Experienced in banking and financial services.
  • Strong skills in customer relationship management.
  • Proficient in investment and insurance products.
Stackforce AI infers this person is a Banking and Financial Services professional with expertise in customer relations and investment management.

Contact

LinkedIn

Skills

Other Skills

AdministrationAnalytical SkillsAsset ManagementBankingBanking ServicesCoachingComputer LiteracyCustomer Relationship Management (CRM)DematEntrepreneurial OrganizationsHealth InsuranceHindiHomeowners InsuranceInstitutional InvestmentsInsurance

About

11 months experience in HDFC Bank and recently join IDFC FIRST Bank

Experience

Excelsior reality solution

Assistant Manager

Sep 2025 – Present · 6 mos

  • The administration of a business, organization, etc.

Motilal oswal financial services ltd

Relationship Manager

Dec 2023 – Apr 2025 · 1 yr 4 mos · Gurugram, Haryana, India

  • Open Demat Account, Investment, IAP, TGS etc.

Hdfc bank

2 roles

Private Banker

Jun 2022 – Dec 2023 · 1 yr 6 mos

Sales Officer

Jun 2022 – Dec 2023 · 1 yr 6 mos

  • Open Demat Account, Investment, Life insurance, Health insurance, Casa etc.

Education

DS COLLEGE

Bachelor of Commerce

Dr. Bhim Rao Ambedkar University, Agra

B.com

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