Neha Kalra
Banker
Greater Noida
Summary
Service delivery officer with 6 years of extensive experience in the banking and financial services industry. Proven understanding of customer service, managing customer relationships, and meeting customer needs. Skilled in analyzing customer needs and providing tailored finance solutions. Applying for the position of Banker at Finance to create value and drive business success.
Overview
8
8
years of professional experience
Work History
Service delivery Officer
Kotak Mahindra Bank Ltd
Noida
10.2020 - Current
- Branch operations and Audit Compliance
- Preventive Complaint Management
- Ensure Quality Customer Service delivered
- Retail Trade Services Comprises of Inward /Outward Remittances and Bank Guarantees
- Cross Selling various Banking products and Providing Advisory Services
- Service officer
- Teller Counter Transactions
- Monitoring Bod/EOD Reports
- Non Cash Transactions
- Reporting all Large Cash Transactions
- Teller
- Experience in Managing various Banking functions like Clearing,Transfers and other Banking Operations
- Responsible for delivering Management,Maintaining Customer Retention and other Customer Service requests.
Service Officer
Kotak Mahindra Bank Ltd
Delhi
11.2016 - 02.2019
- Counted cash drawers and deposits, checked supplies and completed any other required opening or closing task to facilitate smooth team operations.
- Coordinated solutions for high volume of customer inquiries per day while meeting and exceeding performance quotas.
Teller
HDFC Bank Ltd
Delhi
01.2015 - 10.2016
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained friendly and professional customer interactions.
- Referred customers to other banking departments for specialized services.
- Processed applications for new accounts.
- Executed wire transfers, stop payments and account transfers.
- Generated monthly reports on customer activity and customer feedback.
- Assisted customers with banking needs and inquiries.
Education
Master - English
IGNOU University
Master - Business Administration, HR
IMT Ghaziabad
Bachelor - Computer Application
IITM Maharishi Dayanand University
Post Graduation Diploma - Banking and Management
Times of India
Certified in all Banking Related functions and developed Competency in Managing Banking Operations - undefined
Kotak Mahindra Bank
11.2016 - 2 2019
Diploma - Dot, Technology
Net
11.2020 - 4 2023
Certified in Dot Net programming Language Kotak Mahindra bank - undefined
NIIT, Greater
undefined
HDFC
01.2015 - 10 2016
Skills
Multitasking Abilities
undefinedTimeline
Diploma - Dot, Technology
Net
11.2020 - 4 2023
Service delivery Officer
Kotak Mahindra Bank Ltd
10.2020 - Current
Service Officer
Kotak Mahindra Bank Ltd
11.2016 - 02.2019
Certified in all Banking Related functions and developed Competency in Managing Banking Operations - undefined
Kotak Mahindra Bank
11.2016 - 2 2019
Teller
HDFC Bank Ltd
01.2015 - 10.2016
undefined
HDFC
01.2015 - 10 2016
Master - English
IGNOU University
Master - Business Administration, HR
IMT Ghaziabad
Bachelor - Computer Application
IITM Maharishi Dayanand University
Post Graduation Diploma - Banking and Management
Times of India
Certified in Dot Net programming Language Kotak Mahindra bank - undefined
NIIT, Greater
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