Nimisha Gupta Email and Phone Number

• Tracked all the deposits and approved client loans and line of credits requests• Provided client support as needed and worked to resolve client matters.• Executed customer transactions including deposits, withdrawal and cheques.• Performed periodic internal audits of banking procedures Ensured confidentiality with all the banking transactions.• Profiled and analyzed investment products to develop customized financial strategies for client’s financial needs.• Sold financial… Show more • Tracked all the deposits and approved client loans and line of credits requests• Provided client support as needed and worked to resolve client matters.• Executed customer transactions including deposits, withdrawal and cheques.• Performed periodic internal audits of banking procedures Ensured confidentiality with all the banking transactions.• Profiled and analyzed investment products to develop customized financial strategies for client’s financial needs.• Sold financial products including stocks, bonds and mutual funds.• Conducted careful financial and covenant analysis of purposed transactions and portfolio companies. • Reconstructed accounting records from clients checks and cash receipts.• Performed complex general accounting functions, including preparation of journal entries, account analysis. Show less

• Assessed client’s financial situations to develop strategic financial planning solutions• Executed customer transactions including deposits, withdrawals and checks • Handled various account transactions.• Reconciled debit reports, margins reports and trade settlement reports to reach in-house goals and objectives.• Answered telephonic inquiries on banking products including checking, saving, current and loans.• Performing Account opening Operations - Processing and KYCs… Show more • Assessed client’s financial situations to develop strategic financial planning solutions• Executed customer transactions including deposits, withdrawals and checks • Handled various account transactions.• Reconciled debit reports, margins reports and trade settlement reports to reach in-house goals and objectives.• Answered telephonic inquiries on banking products including checking, saving, current and loans.• Performing Account opening Operations - Processing and KYCs checking of new Account Opening. • Selected investment based on quantitative analysis of stock performance ,financial ratios and financial reports.• Knowledge of banking rules and regulations concerned with the company accounts. Show less

• All clearing related work*(Ecs,Chq clearing,micr house),• Collections-Outstation cheque’s collections for customers, from all segments and also includes servicing internal units like Retail Asset, Credit Card.• Disbursement-Cheque, PO, DD printing for clients.• NEFT, Transferring Funds• Performing Account opening Operations - Processing and KYCs checking of new Account Opening.• RETAIL ASSETS Operations - Processing of Personal loan files for the… Show more • All clearing related work*(Ecs,Chq clearing,micr house),• Collections-Outstation cheque’s collections for customers, from all segments and also includes servicing internal units like Retail Asset, Credit Card.• Disbursement-Cheque, PO, DD printing for clients.• NEFT, Transferring Funds• Performing Account opening Operations - Processing and KYCs checking of new Account Opening.• RETAIL ASSETS Operations - Processing of Personal loan files for the disbursement• Handling & resolving the customer Complaints• Processing Investment & insurance• Leading functional heads in Operations, Audit and Compliance Show less

• Able to effectively communicate the benefits and value of a company’s products or services to partners andpotential customers.• Experience of professional presentations to customers either individually or in groups.• Experience in phone prospecting, and cold calling for leads through the team.• Excellent communications skills to build relationships with potential new customers and to reinforce ones with existing clients.• A track record of selling high order value… Show more • Able to effectively communicate the benefits and value of a company’s products or services to partners andpotential customers.• Experience of professional presentations to customers either individually or in groups.• Experience in phone prospecting, and cold calling for leads through the team.• Excellent communications skills to build relationships with potential new customers and to reinforce ones with existing clients.• A track record of selling high order value projects.• Experience of business development through data and client meetings.• Strong telephone and business communication skills Show less

• Able to effectively communicate the benefits and value of a company’s products or services to partners andPotential customers.• Experience of professional presentations to customers either individually or in groups.• Experience in phone prospecting, and cold calling for leads through the team.• Excellent communications skills to build relationships with potential new customers and to reinforce ones with existing clients.• Experience of business development through data and… Show more • Able to effectively communicate the benefits and value of a company’s products or services to partners andPotential customers.• Experience of professional presentations to customers either individually or in groups.• Experience in phone prospecting, and cold calling for leads through the team.• Excellent communications skills to build relationships with potential new customers and to reinforce ones with existing clients.• Experience of business development through data and client meetings.• Strong telephone and business communication skill Show less