Neha Gupta
Kolkata
Summary
Dynamic and target-oriented finance professional with hands-on experience in loan products, customer acquisition, and corporate salary account onboarding. Skilled in building strong client relationships, identifying business opportunities, and delivering customized financial solutions. Adept at working in fast-paced environments and consistently meeting sales and revenue goals.
Overview
8
8
years of professional experience
Work History
Acquisition Manager
IDFC FIRST BANK
Kolkata
09.2024 - Current
- Managed client relationships to ensure satisfaction and retention.
- Met performance metrics, revenue growth, customer retention and new customer acquisition.
- Ensured appropriate follow-up was conducted after each sales call or meeting with a client.
- Scheduled appointments, managed call volumes and followed up on assigned leads.
- Maintained compliance with banking regulations and policies diligently.
- Opened new accounts and served existing customers based on individual financial needs.
Deputy Manager
YES BANK
Kolkata
03.2018 - 09.2024
- Collaborated with customers to thoroughly understand needs and resolve diverse issues.
- Handled escalated customer service issues as needed.
- Utilized customer feedback to improve customer service experience.
- Customer-oriented approach increased sales.
- Reviewed customer files to ensure accuracy and completeness of Know Your Customer data.
- Managed customer inquiries and resolved issues promptly and effectively.
- Cultivated strong client relationships through regular communication and follow-ups.
Education
PG Diploma - Banking And Finance
Times Pro
Kolkata, West Bengal01-2017
Master of Science - Physics
Gaya College, Magadha University
Gaya, Bihar01-2016
Bachelor of Science - Physics
R.M.W College, Magadha University
Gaya, Bihar01-2013
Intermediate Certificate - Science
R.M.W College, Bihar State Education Board
Gaya, Bihar01-2010
Matriculation -
St. Joseph's School, CBSE
Nawada, Bihar01-2008
Skills
- Customer relationship management
- Account management
- Compliance management
- Sales strategy development
- Client retention strategies
- Revenue generation
- Team collaboration
- Customer acquisition
- Self motivation
- Excellent communication
- Financial analysis
- Portfolio analysis
- Sustainability
- MS Office
- Critical thinking
- Pressure handling
Languages
English
Advanced (C1)
C1
Hindi
Native
Native
Bengali
Elementary (A2)
A2
Accomplishments
Top Performer Award from National Head - Corporate Salary (Yes Bank) for NTB Contest 2024
Timeline
Acquisition Manager
IDFC FIRST BANK
09.2024 - Current
Deputy Manager
YES BANK
03.2018 - 09.2024
PG Diploma - Banking And Finance
Times Pro
Master of Science - Physics
Gaya College, Magadha University
Bachelor of Science - Physics
R.M.W College, Magadha University
Intermediate Certificate - Science
R.M.W College, Bihar State Education Board
Matriculation -
St. Joseph's School, CBSE