Naveena Roda
Brampton,Canada
Summary
Dedicated Banking Professional with 5 years of experience in the financial services industry.
Overview
5
5
years of professional experience
Work History
Part-Time Bookkeeper
Fabelle Immigration
12.2023 - Current
- Recorded financial transactions like payments and expenses
- Managed client payments and tracked invoices
- Handled bank reconciliations to ensure accurate records
- Prepared simple financial reports for management
Personal Banker
Yes Bank
03.2023 - 06.2023
- Assisted customers with account inquiries, transactions, and product information, leading to a 10% increase in customer satisfaction
- Developed and maintained strong relationships with clients, helping to identify their financial needs and offering appropriate banking solutions
- Managed daily transactions and resolved customer issues efficiently, ensuring compliance with bank policies
Relationship Manager
HDFC Bank
08.2021 - 03.2023
- Processed customer transactions, including deposits, withdrawals, and loan payments, with a 99% accuracy rate
- Provided personalized banking services to clients, which led to a 15% growth in customer retention
- Improving team productivity and service quality
Client account Officer
Indusind Bank
01.2020 - 08.2021
- Handled customer queries about credit cards, loans, and bank accounts
- Assisted in cross-selling products like loans and credit cards
- Managed account services, including openings and updates
- Delivered excellent customer service to build strong relationships
Education
Post Graduation Diploma - Global Business Management
Fleming College
01.2024
Post Graduation Diploma - Banking Management
Times of India (Timespro)
01.2017
Bachelor of Commerce - Finance
University of Delhi
01.2015
Skills
- Customer Service Excellence
- Financial Analysis and Reporting
- Account Management (Quick books)
- Microsoft Office (Excel, Word, PowerPoint)
- Banking Software (eg, Oracle Flexcube, CRM)
Languages
English (Fluent)
Timeline
Part-Time Bookkeeper
Fabelle Immigration
12.2023 - Current
Personal Banker
Yes Bank
03.2023 - 06.2023
Relationship Manager
HDFC Bank
08.2021 - 03.2023
Client account Officer
Indusind Bank
01.2020 - 08.2021
Post Graduation Diploma - Banking Management
Times of India (Timespro)
Bachelor of Commerce - Finance
University of Delhi
Post Graduation Diploma - Global Business Management
Fleming College
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