Neha Chetan Kochhar
Mumbai
Summary
Hardworking professional with top-notch conflict resolution skills, proactive mentality, and in-depth understanding of industry. Bringing multiple years of experience and dedication to promoting loyalty. Adept understanding of methods for increasing revenue and enhancing company success.
Overview
14
14
years of professional experience
Work History
CRO (Client Relationship Officer) Team – Manager
ICICI Bank Ltd. TSSG Securities MKT Services
Mumbai
11.2022 - Current
- Handling mails and calls for various activities listed below and getting it updated from processing team.
- Queries on modifications (Email, Contact details, nomination update and opt out nomination).
- Closure of Demat, Bank and Custody account.
- Transmission cases of end client in case of death.
- Cases of changes/addition/deletion of Authorized Signatories of clients.
- CIB mapping of end clients to pool Account.
- Any other queries/requirements of clients.
- Handling Billing queries of clients.
- Handling Trade related queries from Clients and Operations
- Custody Hand hold calls with clients
- Coordinating with internal team for speedy resolution of client queries.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Collaborated with internal teams to maximize customer satisfaction levels.
- Provided financial advice to clients based on their needs and goals.
- Managed client communications related to daily transactions, service delivery and operational controls.
Executive
Unity small Finance Bank (Punjab and Maharashtra Co-Op Bank Central Office)
Mumbai
01.2014 - 11.2022
- Filing of GST Returns (GSTR-1 & GSTR-3B)
- Calculation of GST liability payable by Bank (Multi State Wise) & reconciling the same with total GST income.
- Classification of GST income as B2B & B2C.
- Calculation of Sate wise ITC (Multi Sate Wise) and reconciling the same with GSTR 2B.
- Finalizing RCM Liability payment and accordingly posting effects of the same.
- Handling GST related queries from Branch Networks & GST Department.
- Posting of set off entries in core system for preparation towards Balance Sheet.
- Coordinating with GST consultant and accordingly making necessary changes in Core system.
- Handling Vendor payments of the Bank and accordingly deducting applicable TDS.
- Payment of weekly & monthly payment of TDS to respective authorities.
- Knowledge on other Business payouts.
- Led initiatives to improve customer service levels throughout organization.
- Created and maintained relationships with key stakeholders.
Management Trainee
Punjab and Maharashtra Co-Op Bank Central Office
Mumbai
11.2010 - 12.2013
- NEFT and RTGS Transactions centrally includes
- Verifying entries & forwarding transaction to RBI for onward settlement.
- Tallying the Batches with Bank Transactions & RBI Account & get corrected for struck transactions.
- Making Statutory & other E-tax payment.
- Performed administrative tasks such as data entry, filing, and document preparation.
Education
Master of Commerce -
University of Mumbai
Mumbai, MH05-2012
Graduate - Commerce
SIES College
Mumbai, MH04-2010
HSC -
Guru Nanak College
Mumbai, MH02-2007
SSC -
Our Lady of Good Council High School
Mumbai, MH03-2005
Skills
- Payroll Administration
- Financial Administration
- Customer Service
- Schedule Management
- Financial records analysis
- Customer Relationship Management (CRM)
Timeline
CRO (Client Relationship Officer) Team – Manager
ICICI Bank Ltd. TSSG Securities MKT Services
11.2022 - Current
Executive
Unity small Finance Bank (Punjab and Maharashtra Co-Op Bank Central Office)
01.2014 - 11.2022
Management Trainee
Punjab and Maharashtra Co-Op Bank Central Office
11.2010 - 12.2013
Master of Commerce -
University of Mumbai
Graduate - Commerce
SIES College
HSC -
Guru Nanak College
SSC -
Our Lady of Good Council High School
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