Neha Goel
Deputy Manager
Delhi
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
7
7
years of professional experience
1
1
Certificate
2
2
Languages
Work History
TRADE DESK OFFICER (Deputy Manager)
ICICI BANK LTD
New Delhi
03.2024 - Current
- Ensured compliance with international trade regulations throughout all transactions.
- Facilitated export transactions by verifying documents and ensuring compliance with regulatory standards.
- Processed high volumes of bank guarantees, LCs, and documentary collections with 99.50% accuracy.
- Managed inward settlement operations, reconciling accounts, and minimizing discrepancies.
- Conducted financial analyses to evaluate client creditworthiness, enhancing risk mitigation efforts.
- Collaborated with clients, suppliers, and internal teams to resolve trade-related issues quickly.
- Ensuring smooth transactions of ODI, FDI, and buyer credit.
Deputy Manager-SDM
INDUSIND BANK
New Delhi
03.2021 - 03.2024
- Acquired new clients while effectively managing existing family accounts.
- Cross-sold banking products, including debit cards, insurance, credit cards, and SIPs.
- Addressed client service needs promptly to fulfill requirements.
- Resolved customer queries and concerns in a timely manner.
- Consistently achieved CASA NOS while targeting life insurance and home loans.
- Promoted retail products to enhance client offerings.
- Maintained proactive communication with clients to ensure satisfaction and retention.
- Utilized strategic pitching techniques to drive product engagement among customers.
- Supervised operations of 24-hour customer service desk staffed by 4 team members.
PHONE BANKER
HDB FINANCIAL SERVICES
New Delhi
09.2018 - 02.2021
- Handled customer service inquiries for HDFC, effectively cross-selling banking products tailored to customer needs.
- Resolved customer issues effectively, consistently exceeding banking sales targets.
- Managed retail loan processes for personal, home, car loans, and health insurance, ensuring compliance, and client satisfaction.
- I generated a new business worth 1.5 crores during my tenure.
Education
Master of Business Administration - COMMERCE
Swami Vivekanand Subharti University
Meerut, UP, India01.2024
Bachelor of Business Administration - COMMERCE
School of Open Learning
New Delhi, DL, India01.2018
Skills
Trade compliance
Financial analysis
Risk management
Client relations
Inward / Outward settlement
Letter of Credit
Bank guarantees
ODI Payment
FDI Payment
Buyers Credit
Customer service
Computer skills
Friendly, positive attitude
Teamwork and collaboration
Certification
IRDA Certified
Interests
Movies
Music
Reading Novels
Timeline
TRADE DESK OFFICER (Deputy Manager)
ICICI BANK LTD
03.2024 - Current
Deputy Manager-SDM
INDUSIND BANK
03.2021 - 03.2024
PHONE BANKER
HDB FINANCIAL SERVICES
09.2018 - 02.2021
Master of Business Administration - COMMERCE
Swami Vivekanand Subharti University
Bachelor of Business Administration - COMMERCE
School of Open Learning
Languages
English
Advanced (C1)
Hindi
Advanced (C1)