RHEA LAMA
Fund Analyst
Darjeeling,WB
Summary
Experienced and adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
12
12
years of professional experience
Work History
CSO, Bank Teller
Axis Bank
03.2015 - 03.2016
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
Audit Associate
EY
01.2012 - 01.2013
- Enhanced audit efficiency by streamlining processes and implementing innovative auditing techniques.
- Facilitated open lines of communication between audit teams and key stakeholders resulting in increased collaboration.
- Supported management in the development of annual audit schedules and resource allocation plans.
- Evaluated financial statements, identifying discrepancies and providing recommendations for corrective action.
Lender Relationship Manager
Debexpert
01.2024 - Current
- Developed marketing materials and promotional campaigns to attract new clients and expand the organization''s lending business.
- Collaborated with underwriters and credit analysts to ensure accurate risk assessment for loan approvals.
- Conducted thorough research on industry trends and competitor analysis, staying informed of market changes that could impact lending practices.
- Negotiated favorable terms for clients with various financial backgrounds by leveraging strong interpersonal skills.
Education
High School Diploma -
Mount Hermon School
Darjeeling, India05.2009
Bachelors of Business Management - Finance
Bangalore University
Bangalore, India06.2012
Master of Commerce - Finance
Indira Gandhi University
New Delhi, India05.2018
Bachelor of Education - Education Studies
WBUTTEP
Darjeeling, India06.2019
Skills
Documentation Review
undefinedPersonal Information
Date of Birth: 01/10/90
Timeline
Lender Relationship Manager
Debexpert
01.2024 - Current
CSO, Bank Teller
Axis Bank
03.2015 - 03.2016
Audit Associate
EY
01.2012 - 01.2013
High School Diploma -
Mount Hermon School
Bachelors of Business Management - Finance
Bangalore University
Master of Commerce - Finance
Indira Gandhi University
Bachelor of Education - Education Studies
WBUTTEP
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