Megha Mehta
Rajkot
Summary
Results-driven Branch Manager with several years of comprehensive experience in financial services. Polished in managing branch, promoting, and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities.
Overview
8
8
years of professional experience
Work History
Branch Manager
ROCK WEALTH CAPITAL
RAJKOT
08.2024 - Current
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Analyzed competitors and market trends to facilitate business growth.
Senior CRM
Delight Design
03.2023 - Current
- Addressed customer questions and concerns regarding products and services.
Customer Relationship Manager
Graphite Communications
11.2019 - 01.2023
- Analyzed customer data to identify potential problems or areas of improvement.
Insurance Consultant
Bajaj Allianz Life Insurance
04.2019 - 11.2019
- Advised clients on the latest trends and developments in the insurance marketplace.
Sr. Sales Executive
ICICI Bank Ltd.
12.2018 - 03.2019
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
Admin Staff
Vijay Incorporation Pvt.Ltd.
02.2017 - 11.2018
- Maintained accurate records of customer interactions and transactions.
Education
M.C.A. -
IGNOU
01.2018
P.G.D.C.A. -
IGNOU
01.2015
B.C.A. -
Saurashtra University
01.2012
H.S.C. -
G.H.S.E.B
01.2009
S.S.C. -
G.S.E.B.
01.2007
Skills
- FHA loan process background
- Sales professional
- Policy formulation
- Staffing optimization
- Excels in team leadership
- Cash handling expertise
Accomplishments
Awarded certificate for getting 2nd rank in college level seminar in B.C.A.
Hobbies and Interests
- Reading
- Anchoring
- Cooking
- Driving
- All other activities that help to spare my extra time.
Disclaimer
I hereby declare that all the information given above is true and correct to the best of my knowledge and belief.
Languages
- English
- Hindi
- Gujarati
Personal Information
- Date of Birth: 07/31/92
- Gender: Female
- Nationality: Indian
Languages
Gujarati
First Language
Gujarati
Proficient (C2)
C2
English
Intermediate (B1)
B1
Hindi
Elementary (A2)
A2
Timeline
Branch Manager
ROCK WEALTH CAPITAL
08.2024 - Current
Senior CRM
Delight Design
03.2023 - Current
Customer Relationship Manager
Graphite Communications
11.2019 - 01.2023
Insurance Consultant
Bajaj Allianz Life Insurance
04.2019 - 11.2019
Sr. Sales Executive
ICICI Bank Ltd.
12.2018 - 03.2019
Admin Staff
Vijay Incorporation Pvt.Ltd.
02.2017 - 11.2018
M.C.A. -
IGNOU
P.G.D.C.A. -
IGNOU
B.C.A. -
Saurashtra University
H.S.C. -
G.H.S.E.B
S.S.C. -
G.S.E.B.
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