POOJA VERMA

Analytical and results-oriented professional with over 10 years of experience in delivering comprehensive financial planning services to a diverse clientele. Expertise includes investment insights, risk assessment, and market intelligence aligned with current industry trends. Proven proficiency in financial products, risk mitigation, and compliance regulations, along with a strong ability to cultivate new leads and nurture existing relationships. Committed to driving client success through tailored financial strategies and informed decision-making that enhance overall portfolio performance.

• Qualified MBA-Finance with excellent technical proficiency and practical experience, gained while working on different projects as part of professional involvement, seeking a career across.
• Sound understanding of Banking Practices and Procedures while building and nurturing relations with customers to ensure regular business opportunities and their prolonged retention
• Experienced in handling Administration, Operations, Business Development & Customer Service while performing in the cost-efficient manner along with the unwavering quality standards.
• Demonstrated ability in managing large volume of banking transactions, monitoring clearing process and routine banking operations as well as cross selling a diverse range of financial products
• Fund planning with cross functional department .
• PAN India Inflow and outflow of Cash Management .