Summary
Overview
Work History
Education
Skills
Timeline
Generic

Deepanshu Chugh

Financial Analyst
New Delhi

Summary

Analytical and detail-oriented finance professional with nearly 7 years of experience—primarily with major financial institutions—across business banking, credit cards, payments, client and stakeholder management, disputes, complaints, and fraud resolution. Skilled in interpreting financial data, identifying trends, and delivering actionable insights to support informed decision-making and continuous process improvement.

Early experience in the aviation sector contributes to strong client-handling and coordination skills, enhancing a customer-centric approach in financial services. Known for effective problem-solving, risk assessment, and transactional analysis, with a proven ability to manage client relationships, lead cross-functional training, and onboard new talent. Recognized for clear communication and a consistent drive to deliver accuracy, compliance, and efficiency in fast-paced work environments.

Overview

8
8
years of professional experience
5
5
years of post-secondary education

Work History

Financial Analyst

National Australian Bank
Gururgram
02.2024 - Current
  • Conduct detailed investigations and process payments related to dormant and internal suspense accounts, ensuring accuracy, compliance, and risk mitigation.
  • Assist customers and bankers in retrieving funds from ASIC by analyzing closed accounts and verifying the correct claimant to prevent fraud and operational risk.
  • Coordinate with clients and internal stakeholders to set up salary disbursement facilities through NAB, ensuring timely onboarding and issue resolution.
  • Analyze and correct bank cheque encoding errors from NAB and other OFIs by working closely with internal teams and external institutional contacts.
  • Act as a liaison between cross-functional departments, including risk, compliance, and client services, to resolve complex queries efficiently.
  • Respond to NAB Unclaimed Monies-related queries from customers and bankers via email, ensuring accurate and timely case handling.
  • Manage and report daily financial transactions, ensuring timely reconciliation and adherence to accuracy standards.
  • Review and authorize payments processed by team members, maintaining compliance with internal controls and minimizing processing errors.
  • Contributed to process improvement initiatives by identifying operational inefficiencies and implementing streamlined workflows, including solutions that reduced risk and fraud in dormant account payments, thereby enhancing overall service delivery and compliance.

Senior Client Care Professional

American Express
Gururgram
11.2021 - 05.2023
  • Communicated with U.S. Small Business Members via email and phone to address inquiries related to payments, disputes, and card services, ensuring clear, professional, and solution-oriented support.
  • Applied financial services expertise to assess client challenges, providing valuable insights that supported more informed decision-making and effective risk evaluation.
  • Identified and addressed unstated customer needs, proactively offering suitable card products and services aligned with client usage patterns and preferences.
  • Executed and reviewed International payment transactions, ensuring compliance with international financial regulations and organizational standards.
  • Compiled and analyzed detailed daily, weekly, and monthly performance reports in MS Excel, tracking advisor performance across verticals and sharing insights with management for informed decision-making.
  • Trained and mentored newly onboarded team members, supporting skill development, process understanding, and smooth integration into departmental workflows.

Executive Club Service Advisor

Call BA Pvt ltd
Gurugram
05.2019 - 11.2021
  • Supported Executive Club Members by managing account-related inquiries and reward point services, delivering tailored assistance aligned with high service standards.
  • Assisted international clients—primarily from U.S. and U.K. markets—in managing complex travel arrangements using GDS systems, ensuring alignment with business requirements while consistently meeting quality and service performance standards.
  • Identified client needs and provided tailored assistance in planning and booking travel itineraries, enhancing customer satisfaction and loyalty
  • Created and maintained detailed performance reports in MS Excel, capturing daily, weekly, and monthly statistics across verticals for review by senior management.
  • Assisting Executive club members in making new bookings with Cash/ Reward points and American express/Chase/RBC vouchers.
  • Resolved customer complaints and disruption-related issues, ensuring a seamless travel experience and timely resolution of service interruptions.
  • Drove revenue growth by meeting monthly sales targets, offering British Airways travel solutions through personalized engagement and consultative selling approaches.

Financial Service Advisor in Collections

Barclays Global Service Centre
Gurugram
09.2017 - 12.2018
  • Facilitated resolution of charged-off and overdue accounts through proactive client communication via emails and phone calls, combined with account analysis to support recovery efforts and customer engagement.
  • Prepared and maintained team performance reports using Excel, and shared regular updates with management for operational transparency and performance tracking.
  • Demonstrated attentive and empathetic communication by fully understanding customer queries before providing accurate and effective resolutions.
  • Processed domestic payment transactions, ensuring compliance with internal policies, data accuracy, and timely execution.
  • Successfully managed Real-Time Gross Settlement (RTGS) transactions and National Electronic Funds Transfer(NEFT) processes.
  • Assisted clients facing financial hardship by designing and proposing structured repayment plans, promoting long-term account recovery while maintaining customer relationships.
  • Addressed and resolved customer complaints and objections with a focus on delivering effective solutions and maintaining service quality standards.

Education

10th Std -

Ramakrishna Senior Secondary School
New Delhi, DL
04.2006 - 04.2007

12th Std - undefined

Ramakrishna Senior Secondary School
04.2008 - 04.2009

Bachelor of Arts - undefined

IGNOU UNIVERSITY
08.2009 - 08.2012

Skills

  • Financial operations management

  • Payments processing knowledge

  • Dispute & Fraud Resolution Processes

  • Proficient in professional email communication and client interactions

  • Teamwork & Cross-functional Collaboration

  • Training & Mentorship

  • Client Relationship Management

  • Attention to Detail

  • Risk Management

  • Reconciliation & Reporting

  • Advanced Microsoft Excel (Pivot Tables, VLOOKUP, Charts)

  • Microsoft Office Suite (Word, PowerPoint, Outlook)

  • SQL (Basic to Intermediate Querying)

  • Power BI (Data Visualization & Reporting)

  • Fundamental skills in Adobe Creative Cloud for design tasks

  • GDS Platforms – SABRE, Pegasus (for travel and account coordination)

Timeline

Financial Analyst

National Australian Bank
02.2024 - Current

Senior Client Care Professional

American Express
11.2021 - 05.2023

Executive Club Service Advisor

Call BA Pvt ltd
05.2019 - 11.2021

Financial Service Advisor in Collections

Barclays Global Service Centre
09.2017 - 12.2018

Bachelor of Arts - undefined

IGNOU UNIVERSITY
08.2009 - 08.2012

12th Std - undefined

Ramakrishna Senior Secondary School
04.2008 - 04.2009

10th Std -

Ramakrishna Senior Secondary School
04.2006 - 04.2007

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Deepanshu ChughFinancial Analyst