Neha Gupta
Rasra
Summary
Goal-oriented Professional with More than 4 years of experience in maximizing sales opportunities, banking operations and retail asset. Greeting customers when they come to the bank till enquiring about there banking needs. Processing customer deposits, withdrawals, and payments, in a professional manner. Shredding confidential documents that are no longer needed and must be destroyed. Managed all transaction processes and delivery of services; provided services to existing customers and managed all aspects of customer relationships. Promoting core banking products to customers for the opening of new Savings & Current Accounts, FD's, Lockers, etc.
Overview
5
5
years of professional experience
Work History
Assistant Manager
HDFC BANK
Rasra Ballia UP
10.2020 - 02.2024
- Processed daily client transactions, including deposits, withdrawals, money transfer, loan payments
- Rendered wealth management, investment & insurance services
- Served as a team in the absence of the supervisor to maintain seamless bank operations and procedures
- Balanced daily cash deposit and bank vault inventory with a zero error rate
- Managed the day-to-day activities in coordination with internal/external departments for smooth operations as per Know Your Customer (KYC) norms
- Accurately maintained records of each transaction and ensured all documentation and paperwork were in place and within compliance.
Executive
Utkarsh Small Finance Bank
Rasra Ballia UP
07.2019 - 10.2020
- Acquired customers for Current Account, Fixed Deposit Savings Account of the bank, from a pool of potential individuals, small businesses
- Achieved business volume and numbers by managing cross-sell of Life Insurance
- Retained customers through efficient customer service till three months of acquisition of account for Incentive
- Ensured compliance to account opening process and KYC guidelines laid down by the bank.
Education
MBA -
01.2021
B.COM -
01.2019
INTERMEDIATE -
01.2016
HIGH SCHOOL -
01.2014
Skills
- Money Handling
- Customer Relationship
- Product and service knowledge
- Operations Management
- Customer Relationship Management (CRM)
- Compliance understanding
Languages
Hindi
English
Preference
Banking
Personal Information
Date of Birth: 07/24/98
Timeline
Assistant Manager
HDFC BANK
10.2020 - 02.2024
Executive
Utkarsh Small Finance Bank
07.2019 - 10.2020