Neha Kalra
Woodstock,NB
Summary
Dedicated professional with strong organizational skills and extensive experience in banking. Proven track record of managing teams to achieve outstanding results and enhance customer satisfaction. Skilled in quickly identifying and resolving issues to support operational efficiency. Committed to contributing to team success and achieving banking objectives.
Overview
5
5
years of professional experience
Work History
Customer Service Representative
HDFC Bank
Shahabad Markanda
02.2018 - 04.2019
- Oversaw daily banking operations, including deposits, withdrawals, loan applications, and new account openings.
- Advised customers on financial products, achieving a 20% increase in cross-selling revenue.
- Ensured full compliance with KYC/AML guidelines during account onboarding processes.
- Resolved customer queries and complaints promptly, enhancing client satisfaction ratings.
Bank Teller
ICICI Bank
Karnal
03.2015 - 10.2017
- Achieved 100% accuracy in handling high-volume cash transactions without audit issues.
- Supported loan documentation processes, credit card applications, and investment-related inquiries.
- Drove a 15% increase in product adoption through effective promotion of branch offerings.
Financial Advisor
Axis Bank
Karnal
02.2014 - 02.2015
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Education
Business Intelligence And Visual Analysis
Montreal College of Information Technology
Montreal, QC07.2021
Software Testing
Montreal College of Information Technology
Montreal, QC05.2020
Master of Computer Applications - Information Technology
MCA(Master of Computer Applications )
Kurukshetra University12.2017
Master of Computer Science - Information Technology
M.Sc
Kurukshetra University05.2015
Bechelor’s of Commerce - Accounting And Finance
Kurukshetra University
Kurukshetra, Haryana, India05.2013
Skills
- Customer relationship management
- Financial product expertise
- Loan processing and underwriting
- Risk assessment and compliance
- Cash handling and account management
- Cross-selling and upselling
- Regulatory compliance knowledge
- Microsoft Excel and banking software
Timeline
Customer Service Representative
HDFC Bank
02.2018 - 04.2019
Bank Teller
ICICI Bank
03.2015 - 10.2017
Financial Advisor
Axis Bank
02.2014 - 02.2015
Business Intelligence And Visual Analysis
Montreal College of Information Technology
Software Testing
Montreal College of Information Technology
Master of Computer Applications - Information Technology
MCA(Master of Computer Applications )
Master of Computer Science - Information Technology
M.Sc
Bechelor’s of Commerce - Accounting And Finance
Kurukshetra University