Garvita Goel Email & Phone Number

New Delhi

Delhi, India

Delhi, India

• Responsibilities
• Managing successful migration of 98% of portfolio from RBS to RBL. Ensuring smooth transition withexemplary service delivery and process implementation
• Engaging with the influencer segment- Audit & Accounting firms, Law Offices, Trade Associations,Overseas Trade Councils, across markets for business growth.

Delhi, India

• Managing a book size of INR 200 Million (Average Net Receipt) and foreign exchange revenuegeneration of INR 18 Million
• Price negotiation with clients for achieving maximum profitability for the bank
• Structuring and facilitating trade and treasury transactions in line with the client’s requirement and aspart of cross selling various financial products.
• Strict adherence to CAAML policy, due diligence and compliance

Delhi

• Key Accounts Management and Enrichment:
• Relationship Management of the key accounts.
• Enriching them further with new acquisitions based on referrals and CASA enhancement in existingrelationships. Thus, ensuring stable CASA Book and Fixed Deposits base.
• Working closely with the acquisition team and tele calling team for quality lead generation and closures.
• Frequent meetings with existing and prospective clientsFinancial Consultancy:
• Conducting detailed analysis of the customer profile and based on that suggesting a suitable portfolio to the client to help them meet their financial goal.

Gurgaon

• Handling operations in „Tellers‟ besides the cash, negotiable instruments and Forex transactions. Handling the clearance operations of bank.
• Handling the R return filings of HNIs and preparing MIS reports to apprise management of the routine business operations
• Relationship building in order to identify the potential of existing customers, to upgrade them to “Power vantage” or “Premier” customers.

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