Resume
- 1. SURBHI KUMAR TEWARY (347) 255-1876 175 E DELAWARE PL, CHICAGO IL 60611 surbhitewary@hotmail.com OBJECTIVE Empathetic, customer-oriented finance professional with over 3 years experience providing personal wealth managementadvice to a wide range of clients seeking to obtain a position as a Financial Advisor and Planner. PROFESSIONAL EXPERIENCE STATE BANK OF INDIA (CANADA), Toronto, Canada November, 2010- April, 2014 Customer Service Representative Oversaw financial transactions including deposits, withdrawals, responsible for wire transfers of $200- $300K, handled loan payments, SWIFT messages and account openings and closings for high volume subsidiary of an international retail/mortgage bank. Took initiative to assess portfolios for accounts valued up to $150K, promote products and services to meet clients priorities; made quality referrals to cross sell a variety of products. Consistently achieved sales targets, serving 50-60 customers/day, opening 60-70 new accounts/month. Followed bank policies and procedures, and applied a high degree ofaccuracy to process transactions in a timely manner. Met exceptional levels of customer service. Served as key point of contact for teller questions and troubleshooting in the absence of head teller. Trained new hires; identified and rectified balancing errors. Investigated all client inquiries and resolved problems at first point of contact where possible. Diligently and accurately balanced daily transactions using specialized company software. Using generated sales leads, sold products to client base and ensured that client orders were processed in good order and documented within pre-defined formats. Processed standing instructions from clients accurately and on schedule. Met annually with auditors to ensure compliance with federal regulations. EDUCATION DePaul University May 2015 April 2016 Financial Planning Certificate Program MBA (Finance and Marketing) 2008- 2010 Indian Institute of Education and Business Management, India National Stock Exchange Certification in Financial 2009 - 2011 Derivatives MarketDealers Module, India Bachelor of Commerce (Accounting) 2008 Patna University, India SKILLS Fluent in Hindi, SWIFT Software FINANCIAL TOOLS Retirement planning / Education planning / Estate planning CDs / Savings Accounts / Fixed Deposits Financial regulations & Compliance